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Patrick OShaughnessy says investors are repeating a cloud-era mistake by underestimating AI’s total addressable market. He cites 2014 AWS assumptions and Snowfl

BWB News TV • 2026-08-11 14:27 UTC • By Billy Odell Tucker-Robinson
Patrick OShaughnessy says investors are repeating a cloud-era mistake by underestimating AI’s total addressable market. He cites 2014 AWS assumptions and Snowfl
Patrick OShaughnessy says investors are repeating a cloud-era mistake by underestimating AI’s total addressable market. He cites 2014 AWS assumptions and Snowflake’s rise as proof new enterprise winners can still emerge.
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