Anthropic IPO filing claims $40T market, topping SpaceX's $28.5T figure
rohanpaul_ai · x · 2026-10-28
Per WSJ, Anthropic's IPO filing sizes its potential market at over $40T a year, topping SpaceX's $28.5T estimate.
- Method: take the estimated 2025 economic value of all knowledge-worker work worldwide (>$40T) and treat the entire pool as its addressable market
- Argument: frontier AI makes those workers more productive, expanding the pool's value
- Critics note it's not a revenue forecast — just US knowledge-work wages scaled globally, a number that 'only exists on paper'
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