SpaceXAI expects a TAM worth $22.7 trillion in, specifically, «enterprise applications of AI», out of 26.5T total AI. The purely SpaceX part is precisely 2T. Nvidia, TSMC, Intel, Google… – not live players I guess. How is this not bullshit?
On reflection and some mockery from Pakistan and Tanzania, I concede that $28.5T is a defensible TAM for "enterprise AI". Because in the limit, that's pretty much all cognitive labor and much of physical one. How much Serviceable Obtainable Market there is for SpaceXAI, oh, idk
SpaceXAI expects a TAM worth $22.7 trillion in, specifically, «enterprise applications of AI», out of 26.5T total AI. The purely SpaceX part is precisely 2T. Nvidia, TSMC, Intel, Google… – not live players I guess. How is this not bullshit?
Positive users highlight the vast scale of the $28.5 trillion AI TAM in SpaceX's S-1 filing as still incredibly huge even in fractions, while negative users call the number inflated bullshit from banks meant to mislead investors.