Anthropic pitches investors a $30 trillion market opportunity in AI safety

A compelling $30 trillion prospect draws investor attention to Anthropic

On March 6, 2025, in Guilherand-Granges, France, Anthropic announced its presence safety company developing language models using Claude technology. Founded by former OpenAI members, the company focuses on creating safe AI systems. Behind this company stands a notable name in the AI industry: OpenAI. However, Anthropic chose to distance itself from this giant and forge its own path in the AI world. This path is full of challenges, but also opportunities. According to well-informed sources, Anthropic is preparing to present investors with an attractive $30 trillion prospect.

This is an impressive figure, surpassing even the record sum of $28.5 trillion that SpaceX managed to present before its own record listing. Corrie Driebusch, the journalist who reported this information for the Wall Street Journal, said the figure was obtained from well-informed sources.

Generally, companies going public estimate a total addressable market (TAM) to show investors how much growth space remains. This number describes the annual revenue a company could generate if it captured 100% of the market. Banks build this number using industry data and proprietary models.

In reality, this $30 trillion sum is even larger than that of all technology companies listed on Wall Street, which recorded revenues of $2.4 trillion last year, according to FactSet data cited by the Wall Street Journal. This figure is more than 12 times larger, meaning Anthropic envisions a market where a single company could double its revenue compared to the entire listed U. S. technology sector.

And this sum is not merely an estimate, but rather a measure of the market’s size. The company does not assume it will raise this amount of money, only that the market exists and is very large.

This estimate exceeds that of Uber, which

Anthropic arrived at this estimate by considering the full spectrum of activities its AI models can perform. These include not only software computation but also human labor. This approach is what makes the number so large.

This estimate exceeds that of Uber, which in 2019 estimated a $6 trillion market. That was possible only by considering the value of each private car trip and public transportation services. However, Wall Street considered this estimate exaggerated at the time.

In contrast, WeWork estimated a $3 trillion market but never achieved it. This serves as a true reference point for seeing how little a true estimate can actually say about a company.

Meanwhile, SpaceX succeeded in presenting investors with a $28.5 trillion estimate, largely due to AI. This means, in a way, the company sold investors a story about AI without even considering a single rocket.

Yet this story is not new. Aswath Damodaran, the New York University finance professor known as the „Dean of Valuation,” said SpaceX’s estimate had already reached the limits of plausibility and even surpassed them.