All 47M SWEs at $200/month is only ~$112B — is the AI coding TAM actually small?
DimitrisPapail · x · 2026-09-29
Dimitris Papail ran a quick back-of-envelope calculation: with 47 million software engineers worldwide paying $200/month for AI coding tools, the entire addressable market is roughly $9.4B/month — about $112B a year. His takeaway: compared to the hundreds of billions being sunk into AI infrastructure, that's "not that much," a counterintuitive check on the AI coding hype.
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