AI's TAM Is Infinite, Our Imagination Isn't: The TAM Framework Wasn't Built for Market-Rewriting AI
YogeshMalik · x · 2026-10-31
Yogesh Malik argues that the traditional TAM (total addressable market) framework breaks down when evaluating AI. TAM was designed for technologies that compete within a market; AI changes the boundaries of the market itself. His more defensible proposition: AI's potential economic impact may extend far beyond today's identifiable AI market, even though any single company's revenue opportunity remains bounded by competition, customer demand, and its position in the value chain.
Related event: Opinion: Traditional TAM Framework Falls Short for AI(2 posts)→
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