SpaceX S-1 cites $28.5T TAM; Anthropic points to $40T cognitive-labor market
annbordetsky · x · 2026-10-26
The author juxtaposes two figures: SpaceX quoted a $28.5 trillion TAM in its S-1 filing, while Anthropic's framing points to $40 trillion of cognitive work (i.e., total wages) as the addressable market for AI. The takeaway: update your priors on AI market size — the cognitive-work market may dwarf even blockbuster IPO narratives.
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