According to Reuters which refers to this WSJ article [0], $30T is the TAM. Calling it potential revenue is a huge stretch.
Not justifying as this number as it is stupidly large, but theoretically if AI replaced all White collar workers in the World it will come to around $30T or so (Gemini said it’s $36T-$37T based on some calculations using global GDP, labor share, white collar share etc)
TAM is always stupidly large in decks, disconnected from reality. Every startup has a deck with TAM in billions.
[0] https://www.reuters.com/business/media-telecom/anthropic-exp...