founders are shifting toward building products that work within existing systems, rather than attempting to replace them
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The best way to think about the future is to invent it. People are often afraid to bet on radical change, so the market systematically underestimates how much the world can improve.
Peter Thiel — Zero to One
We believe we have identified the largest actionable total addressable market ("TAM") in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications.
Trungphan2
The acquisition struck many people as a bizarre mismatch, but it's really a sign of where Chinese ecommerce giants are already going.
Louise Matsakis