AI represents the third great revolution in human history — following the agricultural and industrial revolutions — bringing unprecedented productivity and efficiency gains across industries. This is a once-in-a-lifetime opportunity, and we are committed to being at the forefront for our clients.
A technology this foundational reshapes the perimeter of every profit pool it touches.
Artificial Intelligence is rapidly transforming how we work, learn, and care for ourselves and our families. This is still the beginning: its accuracy, speed, and intelligence are improving exponentially, and the potential impact over the next decade is difficult to fully grasp.
Three stages of expansion as AI moves from today's digital analytics marketplace, through the core profit pools of incumbent technology giants, and onward to human and intellectual capital itself.
The current total addressable market (TAM) represents a subsegment of the digital marketplace for information and analysis. We anticipate that AI capabilities will quickly expand to overlap with much of the profit pools where current MAG7 companies dominate — search, video, robotics, and social media.
The moonshot is if AI begins targeting human and intellectual capital — representing roughly 40% of the global economy, or about $125 trillion. We further segment this moonshot TAM to professional services at an estimated size of $50 trillion.
As with every major technology shift, this transition will create a new generation of $1 trillion+ companies. History shows that investors often underestimate how quickly great companies can scale from $100 billion to $1 trillion.