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Anthropic expected to tell investors it sees over $30 trillion in potential revenue, WSJ reports (www.reuters.com)
submitted 2 months ago by to c/technology@lemmy.world
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[–] 1 point 2 months ago (6 children)

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

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  • [–] 3 points 2 months ago (2 children)

    Anthropic is likely to tell investors that it sees its total addressable ​market (TAM) exceeding $30 trillion, ahead of the $28.5 ‌trillion estimate from SpaceX (SPCX.O), the Wall Street Journal reported on Tuesday.

    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.

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  • [–] 0 points 2 months ago (1 child)

    they’re predicting to sell

    This is exactly the point of my first comment. TAM is not “what you expect to sell.” It does not mean that.

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