Comment by marcosdumay
3 hours ago
> 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.
While I essentially agree Musk is BSing, TAM doesn't imply "we can actually get this entire market". The TAM for the food sector is *all food*, not what one particular alcopop manufacturer can sell: https://en.wikipedia.org/wiki/Total_addressable_market
AI today can't do all desk jobs, I don't know how far we even are from that given the spiky nature of ML, but it smells like this IPO is using that as the justification for the claim.