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total addressable market

also referred to as: tam

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 15, 2024 by Aravind Srinivas · across every show →

Everything said about total addressable market, oldest first

Feb 15, 2024 bullish
Opinion
Srinivas: Perplexity's Total Addressable Market Mathematically Has No Upper Bound
“This product has no upper bound, honestly. Because it's upper bounded by the number of people on the planet multiplied by each individual's curiosity and Curiosity has no upper bound either, right? So therefore by mathematically the Tam of perplexity has no up…”
Aravind Srinivas Feb 15, 2024 ▶ 4:45 Perplexity CEO Aravind Srinivas: How AI Challenges Google
Jul 23, 2025 bearish
Opinion
The AI coding assistant total addressable market is $30B to $50B
“I think this is a 30 to fifty billion dollar TAM, total addressable market business. I think that, what's that, the IDE market, development environment, I think that's like a thirteen billion dollar one.”
Ed Zitron Jul 23, 2025 ▶ 22:25 Are AI's Economics Unsustainable? — With Ed Zitron
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