Zortix matched this thesis to Technology ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Anthropic's TAM constrained by software salaries
The bearish case presented: Anthropic's projected $200-600 billion revenue targets are challenging because the ultimate AI TAM is capped by a fraction of global knowledge-worker salaries, with software being the sweet spot.
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