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Source Tomasz Tunguz tomtunguz.com Analyst
October 29, 2026 ai_technology saas

Crossing the Trillion Dollar Chasm

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Overview

Two CEOs have set $1t revenue targets on their businesses while cloud growth accelerates at $30b to $50b quarterly scale. The first $10t company will be the one that crosses the trillion dollar chasm before AI erodes its legacy profit pool.

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