Liu: AI coding agents create up to a $300 billion TAM
Howie Liu · Brainstorming $10M AI Business Ideas w/ the Airtable Founder · Jul 11, 2025 · at 33:24
Airtable founder Howie Liu outlines the total addressable market calculation for AI coding assistants like Cursor.
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“I mean, today you might have, like, call it, thirty million developers. That's the number that Stripe always quotes. Maybe that actually will expand to like 50 to a hundred million developers. ... And then on top of that, like it would be perfectly rational for every single one of those people to pay at least a thousand dollars a year for a AI like a coding agent that makes them way more productive, like not like 10%, but like two X, right? And maybe even rational for them to pay 10,000 dollars. Okay. Now you're talking about like a 30 to three hundred billion dollar TAM”
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