Anthropic's S-1 implies a $40T+ annual TAM based on the economic value of knowledge work in 2025, topping SpaceX's $28.5T estimate, without explicitly naming it
THE SO WHAT
Tying TAM to the full $40T+ economic value of knowledge work reframes frontier AI as a tax on global white-collar output, not a vertical software category. For operators, this is a reminder to size AI bets against your own P&L leverage points—specific workflows and margins—not against narrative-scale market estimates.
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