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/
Guys… $30TR is the TAM - not what Anthropic is saying they’re predicting to sell. This is being waaaaaaay overblown because of the misunderstanding of a single acronym
Anthropic is likely to tell investors that it sees its total addressable market (TAM) exceeding $30 trillion, ahead of the $28.5 trillion estimate from SpaceX (SPCX.O), the Wall Street Journal reported on Tuesday.
they’re predicting to sell GREATER THAN $30 trillion because they’re overvaluing a business that has no pathway to profitability.
It also isn’t ’way overblown’ because in no way is this standard behaviour in a market. To me it looks like a pump and dump with more steps.
they’re predicting to sell
This is exactly the point of my first comment. TAM is not “what you expect to sell.” It does not mean that.
we’re standing on a cliff watching people get swept away by a big wave and you keep clarifying to all the onlookers that it’s actually called a tsunami.
forest from the trees dude.