AI Has An Overlapping TAM Problem
Source: SeekingAlpha
2026-06-17 11:19:36 ET
The aggregate market cap of AI companies is extremely large relative to the total addressable market ((TAM)). Valuation of any given AI company might be appropriate if it can individually secure a large market share. However, the same TAM is being sought by so many different companies. They can’t all capture a large market share....
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AI Has An Overlapping TAM Problem
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