Total global wages ~$12 trillion/year. The "what you have to believe" here is that AI tool spend becomes at least 10-20% of it, my belief here is we see net slowdown in hiring as human + AI = super productivity so as businesses grow we'll continue to see increase in AI spending.
Then if inference does grow to a $2-3 trillion/year market that Anthropic is a big winner, as big as NVDA is now (they're going to be over $500 billion in revenue in calendar year 2027).
Then if inference does grow to a $2-3 trillion/year market that Anthropic is a big winner, as big as NVDA is now (they're going to be over $500 billion in revenue in calendar year 2027).