Aswath Damodaran, a professor at NYU Stern and valuation expert, said the artificial intelligence market’s total addressable market of $10 trillion to $15 trillion could be alarming if it were realized by replacing workers. He argues that this potential relies heavily on AI replacing rather than augmenting the current workforce, creating economic and social uncertainty. For Anthropic, markets reflect a moderate decline in confidence in higher valuation scenarios, with the implied probability of reaching a $600 billion valuation by December 31 remaining at 2.7%. Investors will monitor further commentary from specialists, technological developments emphasizing workforce augmentation over displacement, and any Anthropic funding rounds or strategic partnerships.
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