Anthropic estimates its total addressable market at $30 trillion, matching US GDP, though analysts forecast $65 billion in revenue for 2024.
Anthropic has told investors its potential market could reach $30 trillion, equivalent to US GDP, assuming full industry capture. The figure represents the total addressable market for AI, not projected revenue, and is viewed as highly speculative by analysts.
Current revenue estimates for Anthropic stand at $65 billion for 2024, with second-quarter revenue at $11.6 billion. The company could hit $200 billion by 2027, rivaling Meta (META), but risks from cheap Chinese AI and data center financing challenges remain.
Analysts caution that AI-driven unemployment of 10-20% could undermine consumer spending and tax revenue, threatening the economy sustaining AI growth.