TLDR Tech / Fintech
AI is creating new markets beyond labor replacement narratives
AI should not be valued purely as a substitute for human labor, but as a driver of entirely new markets shaped by lower costs and dramatically higher demand. While AI compresses the price of work, it expands volume through new use cases and always-on availability, often growing total market size beyond both software and labor baselines. The result is a new TAM framework where AI expands economic output rather than simply displacing it.
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