By the fourth quarter of 2025, the five largest chip designers had cumulatively shipped roughly 20 million AI chips
这个数据点表明AI芯片市场已经达到相当规模，约2000万片。考虑到每片芯片价值数万美元，这个市场总价值已达数千亿美元级别。这个数字反映了AI硬件需求的爆炸性增长，但也需要考虑这是累积数据而非年度出货量，可能包含较早的芯片型号。
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- May 2026
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- Apr 2026
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www.tomtunguz.com www.tomtunguz.com
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Shachar led the Amazon GuardDuty product, scaling the business to over 80,000 customers.
令人惊讶的是：亚马逊GuardDuty安全产品已经拥有超过80,000名客户，这表明企业级安全解决方案的市场规模和采用率远超普通人的想象。
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- Aug 2022
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much better than the SOM is built from the bottom up
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blog.hubspot.com blog.hubspot.com
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count up all the potential customers that would be a good fit for your business and multiply that number by the average annual revenue of these types of customer in your market
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TAM refers to the total market demand for a product or service. It’s the maximum amount of revenue a business can possibly generate by selling their product or service in a specific market
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startupfalcon.com startupfalcon.com
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number of customers that you are able and willing to target
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calculate TAM by running a bottom-up analysis of your industry
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- Dec 2015
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The problem with early stage investing is that markets can never be sized in Excel. If they could be reduced to a formula, we’d all be working at hedge funds. No, the essence of early stage investing is more instinctual.
you can never size a market in excel
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