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AI Market Anatomy
Strategy & Economics Active 3 posts

AI Market Anatomy

Inside the $660B AI market — real structure, 2027 scenarios, and the Access/Capability/Execution frame from Anthropic's 96-hour reveal.

About this series

AI market sizing is a structural problem, not a headline. Where the $660B actually comes from, which layer transfers value to whom — without unpacking that, both investment and build decisions drift.

Written for builders evaluating entry, corporate and fund strategists, and analysts who want to answer "Is AI a bubble?" with data. Look past headline ARR — into GPU margins, license fees, and undisclosed revenue mix.

Start with the 3-layer frame (Access/Capability/Execution), branch into 2027 scenarios, then test the frame against the Anthropic 96-hour case. Read it as if you're redrawing the market map three times.

3 episodes

  1. 01
    Anchor post

    Anatomy of the AI Market in 3 Layers — What the $660B Really Looks Like

    First installment of a series analyzing the AI market across three layers: infrastructure ($500B+), platform ($18B+), and applications ($80B+)

  2. 02

    Anthropic's 96 Hours — Access, Capability, Execution Across Three Layers

    Three Anthropic announcements across 96 hours in April 2026, broken down into Access, Capability, and Execution layers to reveal a coordinated vertical integration strategy.

  3. 03

    2027 AI Market Scenarios — Where Does the $660B Go?

    Three-scenario analysis (Bull/Base/Bear) of the AI market's $660B CapEx and survival strategies by segment