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sydney
執行長@EclipseFND
TAM 是所有人類勞動的總和
2025年10月21日
At the application layer, I find it strange that investors have already anointed winners in large markets (eg - vibe coding, customer support). We are only 2.5 years into the AI boom. The TAM is all of human labor. At best, the biggest AI application cos are $100M - $400M ARR. Its still wide open.
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