Anthropic Sees TAM Above $30 Trillion, Topping SpaceX IPO Estimate

Odaily News: According to The Wall Street Journal, Anthropic is expected to tell investors in its IPO filing that its potential revenue opportunity exceeds $30 trillion, surpassing SpaceX's earlier estimate of $28.5 trillion. Anthropic is using "total addressable market" (TAM) to showcase the growth potential of AI, assessing the full scale of work that AI models could eventually perform.

SpaceX previously described its TAM as "the largest actionable market in human history," with $26.5 trillion of that coming from AI opportunities. Anthropic's second-quarter revenue has already surpassed $11.6 billion, doubling from the prior period. The company's IPO could raise up to $100 billion, targeting a valuation of about $2 trillion, above SpaceX's $1.77 trillion at its listing. Plans are still under discussion, with a listing expected as early as September or October. (Jin10 Data)