Anthropic is expected to pitch investors a $30tn market opportunity
THE SO WHAT
Anthropic floating a $30 trillion revenue opportunity—topping even SpaceX’s pre-IPO TAM pitch—shows frontier labs are framing themselves as horizontal economic infrastructure, not software vendors. For operators, this means AI valuations will be justified on cross-industry capture narratives; your job is to be precise about where, and how much, of your P&L you’re actually willing to hand to a single model provider.
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