X @Raoul Pal
Raoul Pal·2026-02-25 03:14
I always assumed the TAM of ubiquitous technology such as the internet, crypto or AI was the population of the world. It isn't. AI agents will 2x the users of all of these in 5 years. Agents are more disruptive of TAM than they are of businesses.Your priors need adjustment. ...