Why Anthropic’s $30T TAM may not be as crazy as it sounds

Anthropic is reportedly preparing to pitch investors on a total addressable market exceeding $30 trillion as it gears up for a potential IPO, a figure that would top SpaceX's $28.5 trillion TAM. Jim Neesen, managing partner at The Connor Group, told Yahoo Finance that the massive number isn't as outlandish as it sounds, citing paths to public markets for both Anthropic and OpenAI.

Anthropic ANTH.PVT https://finance.yahoo.com/quote/ANTH.PVT/ is reportedly preparing to pitch investors on a total addressable market exceeding $30 trillion as it gears up for a potential IPO, a figure that would top SpaceX SPCX https://finance.yahoo.com/quote/SPCX/ 's eye-popping $28.5 trillion TAM. So, is $30 trillion just another Silicon Valley fantasy or could Anthropic actually be onto something? The Connor Group managing partner Jim Neesen joins Yahoo Finance Executive Editor Brian Sozzi on Opening BId to explain why he thinks the massive number isn't as outlandish as it sounds, and what he sees in the paths to the public markets for both Anthropic and OpenAI OPAI.PVT https://finance.yahoo.com/quote/OPAI.PVT/ .