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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,
by Zigurd 5mo ago
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."
- imglorp 5mo agoThe space related TAM is under $2 trillion. 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."