Press Space to continue
Press Space to continue
Shakti VC Founder @kevaldesai on Anthropic's $30T potential TAM and why trillion-dollar AI revenues might not be as crazy as they sound: "Six billion of those people pay for electricity regularly. The average annual bill is roughly $500." "Trillion dollars in revenue means that two billion people, one-third of those people, are paying $500 for AI." "Is that far-fetched? It's actually not that far-fetched if you think about in terms of human scale." "One can imagine not just one but several…
Rohan Paul@rohanpaul_aiAug 26
Fortune on Anthropic's $30T total addressable market. "To put that figure in perspective, it eclipses the total GDP of China, is roughly equal to the entire GDP of the U.S., and represents about a quarter of the total world GDP of $120 trillion." however, imo, just to note, whatever you think of the $30T TAM, Anthropic's actual revenue curve that we have seen, is already the first time in history. Anthropic's run-rate climbed more than 7x in seven months. from $9B at the end of 2025 to $65B + by July's end
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