Everything on Market Sizing

The addressable market for AI is 10x larger than traditional SaaS because it targets the economic value of labor tasks, not just software licenses.

Impact: This expands the potential for high-growth companies and justifies higher valuations for AI-native businesses.

— from AI Power Law: Venture Capital Strategy Shifts · a16z Podcast· Sep 10, 2026

Enterprises are capping AI inference budgets at approximately $100,000 per engineer, creating a predictable market size for AI infrastructure.

Impact: AI providers can use this benchmark to forecast revenue and adjust pricing strategies to align with enterprise budget constraints.

— from AI M&A Valuation Shifts and Market Dynamics · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 20, 2026

Bitcoin represents 0.25% of global wealth; capturing 1-2% amid 75% growth in global liquid assets implies a 6x-8x valuation increase by 2036.

Impact: Provides a long-term valuation framework independent of fiat volatility, emphasizing wealth share over nominal price targets.

— from Bitcoin Market Structure Shift: Institutional Accumulation and Wealth Share Targets · The Milk Road Show· May 08, 2026