Damodaran: AI's best-case $10-15T TAM is 'terrifying' because it replaces human jobs
rohanpaul_ai · x · 2026-10-03
Aswath Damodaran, NYU Stern's 'Dean of Valuation,' says AI's total addressable market could hit $10-15 trillion in the best case — a figure he calls 'terrifying.'
His core argument: AI as a tool is a much smaller market; the giant TAM story only emerges when AI replaces human jobs. The best-case scenario is enormous precisely because it captures the economic value of human employment rather than a new software category.
Full discussion in the linked video.
Related event: Damodaran: AI's Trillion-Dollar TAM Hinges on Replacing Human Jobs(3 posts)→
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