If you're considering baristas, you're not looking at the right group of people who will be paying for this. The total global spend on knowledge work salaries i

If you're considering baristas, you're not looking at the right group of people who will be paying for this. The total global spend on knowledge work salaries is $50 - 70 trillion annually: https://gist.github.com/danielmiessler/2dc039762a202b083753b1400452614d https://gist.github.com/danielmiessler/2dc039762a202b083753b... It's not the baristas or other workers who are spending that money. (You can explore adoption rates in various industries, including "accommodation and food services", here: https://www.genaiadoptiontracker.com/#explore-data https://www.genaiadoptiontracker.com/#explore-data) If AI makes knowledge workers 1% more efficient on average that is $500 - 700 billion annually. Actual productivity numbers from studies from all the way back in 2024 put the productivity boost above 30%, so add the appropriate grains of salt and adjust numbers accordingly. That is what the ceiling numbers should be based on. Your baristas will also be using AI eventually, paid for by their employers of course, but that would just be a cherry on top of the real TAM.