According to Reuters which refers to this WSJ article [0], $30T is the TAM. Calling it potential revenue is a huge stretch.
Not justifying as this number as it is stupidly large, but theoretically if AI replaced all
White collar workers in the World it will come to around $30T or so (Gemini said it’s $36T-$37T based on some calculations using global GDP, labor share, white collar share etc)
TAM is always stupidly large in decks, disconnected from reality. Every startup has a deck with TAM in billions.
Not justifying as this number as it is stupidly large, but theoretically if AI replaced all White collar workers in the World it will come to around $30T or so (Gemini said it’s $36T-$37T based on some calculations using global GDP, labor share, white collar share etc)
TAM is always stupidly large in decks, disconnected from reality. Every startup has a deck with TAM in billions.
[0] https://www.reuters.com/business/media-telecom/anthropic-exp...