I find the TAM numbers inspiring. I think we need a new name for it, like speculative TAM, or "STAM" as in "once we capture 5% of STAM for orbital data centers, our EBITDA will be $10 quadrillion."
The rest is not space but clearly AI related ("enterprise platforms" cough), at around $20 trillion, which is almost half of all global worker compensation (50T).
The subtext is "Our platform will replace billions of workers! Please invest."
The rest is not space but clearly AI related ("enterprise platforms" cough), at around $20 trillion, which is almost half of all global worker compensation (50T).
The subtext is "Our platform will replace billions of workers! Please invest."