Anthropic expected to tell investors it sees over $30T in potential revenue

Discussion (9 Comments)Read Original on HackerNews

efficax•about 4 hours ago

Reuters should know better. While $30T is probably absurd, Anthropic is claiming that's the total addressable market for AI services, not that they will capture 100% of that market

quickthrowman•12 minutes ago

I figured that’s what it was, TAM numbers in S-1 filings are always hyperbolic. AirBNB’s claimed TAM in their S-1 was over $3T.

AirBNB TTM revenue (7/25-6/26) is $13.5B, which is 0.45% of $3T.

koliber•about 4 hours ago

I also already told my potential investors that I see $30T in potential revenue. Talk is cheap.

pllbnk•about 3 hours ago

I canceled today, so they should reduce that by $100.

strange_quark•about 3 hours ago

At this point why not just say they expect a bajillion dollars in revenue? Would be just as factual of a statement.

dan-bailey•about 3 hours ago

"Sees" doing a lot of heavy lifting in this sentence.

otabdeveloper4•about 3 hours ago

$30T seems like a lot, but Anthropic and OpenAI will need to be making ten times that to match investor expectations.

shaewest•about 3 hours ago

In what world is 10x US GDP, 3-4x US Marketcap, or 60x the US annual tax collection the requirement for investor expectations?

jjk166•about 3 hours ago

A world where investors have grown accustomed to absurd levels of growth.

Anthropic expected to tell investors it sees over $30T in potential revenue

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Discussion (9 Comments)Read Original on HackerNews