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this post was submitted on 26 Aug 2026
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So the global total GDP this year is estimated to be $100trillion. Anthropic expects it's revenue to eventually be equivalent to 30% of global GDP? US GDP is expected to be $32trillion this year. Antrhopic expects it's revenue to be eventually be equivalent to 94% of US GDP?
And we're supposed to believe we're not in a bubble?
Woah woah woah! You need to factor in that spaceX said it’s looking at $28T
I feel we’re watch a game of bullshitters.
SpaceX expects 26T. OpenAI didn't say but if you ask Sam he'll make up a number for you for the last third of world GDP.
Their argument is that AI will make everybody so productive that world GDP will grow massively. Not that there really is any evidence for that, but hallucinating things is now a business plan.
Total addressable market is the amount of revenue they think is available to all AI providers, combined. So it makes sense that this is in the same ballpark as SpaceX's "enterprise services" estimate.
And yes they believe 25% of the economy can be automated with AI. Which is a big downgrade from 100%
So you are saying they set the number too low? 🤣🤣🤣