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senordevnyctoday at 10:30 AM1 replyview on HN

Where did that $100B figure come from? I thought they were at ~10B at the end of 2025, so they're either not at 100B yet, or they're growing way faster than 10x / year.


Replies

ericdtoday at 4:29 PM

Good question, I heard it on a podcast, but going back to the transcript, looks like that's their forecast, not that they've hit it, they estimated a current $70B, but they've been revising their forecasts up, so yeah, it's probably >10x. Latest solid number they reported was $47B in May.