SPIN Unprocessed October 28, 2026 ai_technology technology
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)
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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
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