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Rohan Paul@rohanpaul_ai
@alvinfoo Prof A. Damodaran, couple of months back, said the same thing, this huge TAM can only be possible, if it can displace millions of knowledge workers.
Anthropic’s IPO filing claims a $40T market by treating the entire economic output of the world’s knowledge workers as its addressable opportunity, bigger than SpaceX’s $28.5T figure.
They’re not forecasting AI revenue. They’re taking US knowledge-work wages, scaling them globally, and calling the whole pool fair game because models will make people more productive. It’s a clean story for a filing. It’s also the kind of number that only exists on paper!
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WSJ: Anthropic’s IPO filing sizes its potential market at $40T a year, topping SpaceX’s $28.5T estimate.
Anthropic took the estimated economic value of all work done by knowledge workers worldwide in 2025, which it puts at more than $40T, and treated that whole pool as its market.
Its argument is that frontier AI can make those workers more productive and so expand that value.
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