prediction claim
The speaker expects applications and agents eventually to account for the largest share of total addressable market, while noting that the market is currently early and other layers still offer opportunity.
Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026
In their words
The transcript segments this claim was taken from
“And like eventually the triangles invert. And so, hey, at some point in the future, I think the apps and the agents will be the biggest part of the TAM. We're just early on, and there's lots of opportunity in-”
“... the other parts of-”1:35:38Report a misattribution
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