Anthropic Tells Investors It Sees $30 Trillion Addressable Market

tags. We'll translate each paragraph. Original content:

Anthropic is expected to tell investors it sees a total addressable market of more than $30 trillion, according to sources familiar with the matter. The figure is set to be a centerpiece of the AI company's pitch as it meets with backers.

Translation: "関係筋によると、Anthropicは投資家に対し、総アドレッサブル市場（TAM）が30兆ドル以上になるとの見通しを伝える見込みだ。この数字は、同AI企業が支援者と会う際のピッチの中心となる予定だ。" But we need to be natural. "総アドレッサブル市場" is a direct translation, but we can use "TAM" as it's common. So: "Anthropicは、投資家に対して、TAM（総アドレッサブル市場）が30兆ドル以上になるとの見通しを伝える見込みだ、と関係筋が明らかにした。" But the original says "according to sources familiar with the matter" so we can put that at the end. Let's structure: "関係筋によると、Anthropicは投資家に対し、TAM（総アドレッサブル市場）が30兆ドル以上になるとの見通しを伝える見込みだ。この数字は、同社が支援者と会う際のピッチの中心となる予定だ。" But "pitch" is often "ピッチ" in Japanese. "backers" can be "支援者" or "出資者". I'll use "出資者" for investors? Actually, "backers" is similar to investors. We can use "投資家" but we already have "investors" earlier. To avoid repetition, use "出資者" for backers. So: "この数字は、同AI企業が出資者と会う際のピッチの中心となる予定だ。" Now second paragraph:

The $30 trillion claim

30兆ドルという主張

Total addressable market, or TAM, is a standard metric in fundraising, describing the potential revenue opportunity for a company's products. Anthropic's estimate of over $30 trillion would put it far beyond the current size of most technology markets.

The company has not detailed how it arrived at the number. Sources say the estimate reflects Anthropic's view that AI could eventually reshape how work is done across the global economy, not just within the software sector.