Comment on Anthropic expected to tell investors it sees over $30T in potential revenueComments−efficax17dReuters should know better. While $30T is probably absurd, Anthropic is claiming that's the total addressable market for AI services, not that they will capture 100% of that market−quickthrowman17dI figured that’s what it was, TAM numbers in S-1 filings are always hyperbolic. AirBNB’s claimed TAM in their S-1 was over $3T.AirBNB TTM revenue (7/25-6/26) is $13.5B, which is 0.45% of $3T.−throwup23817d“Imagine if we capture even just 0.5% of the market!”That feels very 2010s Silicon Valley. Simpler times.
Comments
Reuters should know better. While $30T is probably absurd, Anthropic is claiming that's the total addressable market for AI services, not that they will capture 100% of that market
I figured that’s what it was, TAM numbers in S-1 filings are always hyperbolic. AirBNB’s claimed TAM in their S-1 was over $3T.
AirBNB TTM revenue (7/25-6/26) is $13.5B, which is 0.45% of $3T.
“Imagine if we capture even just 0.5% of the market!”
That feels very 2010s Silicon Valley. Simpler times.