Opinion: Traditional TAM Framework Falls Short for AI

Yogesh Malik argues that the traditional TAM framework, designed for technologies competing within a given market, does not apply to AI, which rewrites market boundaries itself; AI's potential economic impact may far exceed today's identifiable AI market.

2026-10-31 ~ 2026-10-31 · 2 related posts

• AI's TAM Is Infinite, Our Imagination Isn't: The TAM Framework Wasn't Built for Market-Rewriting AI — YogeshMalik · 2026-10-31
• What Happens When AI Doesn't Compete in a Market But Rewrites Its Boundaries — YogeshMalik · 2026-10-31