Anthropic expected to tell investors it sees over $30T in potential revenue

Post by [deleted] » Tue, Aug 25, 2026, 9:15 PM UTC

shaewest wrote: post #8

otabdeveloper4 wrote: post #6

$30T seems like a lot, but Anthropic and OpenAI will need to be making ten times that to match investor expectations.

In what world is 10x US GDP, 3-4x US Marketcap, or 60x the US annual tax collection the requirement for investor expectations?

Post by sensanaty » Wed, Aug 26, 2026, 12:01 AM UTC

Post by throwup238 » Wed, Aug 26, 2026, 1:16 AM UTC

quickthrowman wrote: post #12

efficax wrote: post #2

Reuters should know better. While $30T is probably absurd, Anthropic is claiming that's the total addressable market for AI services, not that they will capture 100% of that market

I figured that’s what it was, TAM numbers in S-1 filings are always hyperbolic. AirBNB’s claimed TAM in their S-1 was over $3T. AirBNB TTM revenue (7/25-6/26) is $13.5B, which is 0.45% of $3T.