[Anthropic is expected to have a potential market size exceeding $30 trillion, surpassing the expectations of SpaceX IPO.]
According to the Wall Street Journal, Anthropic is expected to tell investors in its IPO filing that its potential revenue opportunity exceeds $30 trillion, surpassing SpaceX's previous estimate of $28.5 trillion. Anthropic is showcasing the growth space brought by AI through its "Total Addressable Market" (TAM), assessing the total volume of work that AI models could complete in the future. SpaceX previously described its TAM as "the largest actionable market in human history," with $26.5 trillion coming from AI opportunities. Anthropic's Q2 revenue has already exceeded $11.6 billion, doubling from the previous period. The company's IPO could raise up to $100 billion, with a target valuation of about $2 trillion, higher than SpaceX's $1.77 trillion at the time of its listing. The relevant plans are still under discussion, and the listing is expected as soon as September or October.