posted in Technology
Anthropic expected to tell investors it sees over $30 trillion in potential revenue, WSJ reports
www.reuters.com/business/media-telecom/anthropic-expected-tell-investors-it-sees-over-30-trillion-potential-revenue-wsj-2026-08-25/
So the global total GDP this year is estimated to be $100trillion. Anthropic expects it’s revenue to eventually be equivalent to 30% of global GDP? US GDP is expected to be $32trillion this year. Antrhopic expects it’s revenue to be eventually be equivalent to 94% of US GDP?
And we’re supposed to believe we’re not in a bubble?
Total addressable market is the amount of revenue they think is available to all AI providers, combined. So it makes sense that this is in the same ballpark as SpaceX’s “enterprise services” estimate.
And yes they believe 25% of the economy can be automated with AI. Which is a big downgrade from 100%