A "diffusion gap" exists in the AI market, where the rate of new capability creation by foundation models significantly outpaces the rate of their adoption by enterprises.

During the first 15 years of the cloud transition, the Total Addressable Market (TAM) for software increased from approximately $350 billion to $650 billion.

The recent releases of models like Claude Code and Opus 4.5/4.7 demonstrated the power of long-horizon AI agents.

The legal services market in the United States alone is a $400 billion market.

The market opportunity for AI-driven services is estimated to be around $10 trillion.

The cloud computing market grew to approximately $400 billion within the first 15 years of the cloud transition.

From a commercial standpoint, an AI system that can be dispatched to do a job, recover from failure, and persist until the job is done can be considered Artificial General Intelligence (AGI).

Despite its power, Claude Code lacks "affordance," meaning it is not intuitive or easy to use for the average employee at a Fortune 500 company.

The launch of ChatGPT in November 2022 was a major inflection point that demonstrated the power of pre-training to the world.