To quote a message I wrote on a finance channel on telegram:
The TAM for "enterprise applications" at 28 T sounds both too much and too little: by the time the tech (and/or overall economy) allows it to reach that number, that number itself will look unimpressive, and this kind of scale seems to be reachable with ground-based more easily than with space based (at current energy prices, even that TAM is only about 2% of being Kardeshev 1).
Feels like Musk did vibe-economics for "how big is the global digital economy?", much like the claims about factories on the moon making data center satellites looks like he prompted grok with "if I tile the moon with solar powered factories and mass drivers to launch them, how many TW can it launch per year?"
The world's GDP is about 100T. That would mean more than 1/4 of every expenditure in the entire world would go into buying AI or by AI providers into their consumables.
So... The US GDP in 2024 (the last one I found) was $27.8T...
They are planning to capture 100.7% of it?
Or a bit of everyone else's.
To quote a message I wrote on a finance channel on telegram:
> Or a bit of everyone else's
The world's GDP is about 100T. That would mean more than 1/4 of every expenditure in the entire world would go into buying AI or by AI providers into their consumables.
That number is just bullshit.
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