ARK's Brett Winton backs into a $30tn AI TAM: 10% of knowledge-work wages
rohanpaul_ai · x · 2026-09-06
ARK Invest chief futurist Brett Winton explains how AI's total addressable market could reach $30 trillion: businesses historically pay software vendors about 10% of the productivity value software creates, keeping 90% of the surplus. Global knowledge-work wages are roughly $30 trillion (heading toward $40tn), so if AI uniformly 10x's knowledge-worker productivity and vendors capture the customary 10%, you arrive at a $30 trillion TAM. From the ARK Invest YouTube channel.
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