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 (Wall Street Journal)

Wall Street Journal: 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 company's estimated market opportunity, tied to the economic value of work produced by knowledge workers, tops SpaceX's enormous figure from earlier this year

First reported by Techmeme. This page is a short excerpt; the full text is theirs.