Ben Bajarin: AI targets a $1.464T enterprise software market — "so early"
BenBajarin · x · 2026-10-26
Ben Bajarin contextualizes Anthropic's revenue: with 300M businesses outside China spending $1.464T annually on enterprise software, AI will capture a large share and expand the pot. Given only a small early cohort of enterprise customers so far, "we are still so early."
Related event: Analyst: AI Targets a Trillion-Dollar Enterprise Software Market(2 posts)→
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