this post was submitted on 26 Aug 2026
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Guys… $30TR is the TAM - not what Anthropic is saying they’re predicting to sell. This is being waaaaaaay overblown because of the misunderstanding of a single acronym
they’re predicting to sell GREATER THAN $30 trillion because they’re overvaluing a business that has no pathway to profitability.
It also isn’t ’way overblown’ because in no way is this standard behaviour in a market. To me it looks like a pump and dump with more steps.
This is exactly the point of my first comment. TAM is not “what you expect to sell.” It does not mean that.
we’re standing on a cliff watching people get swept away by a big wave and you keep clarifying to all the onlookers that it’s actually called a tsunami.
forest from the trees dude.