What Happens When AI Doesn't Compete in a Market But Rewrites Its Boundaries
YogeshMalik · x · 2026-10-31
In this follow-up thread post, the author expands his argument: what happens when the technology you're evaluating doesn't merely compete in a market but changes the boundaries of the market itself? He maintains that AI's potential economic impact may extend far beyond today's identifiable AI market, while any individual 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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