AI Agent TAM Atlas · Software vs Labor Market (2026-Q2)

10 categories · 201 sub-tracks · Software TAM (AI product layer) vs Labor TAM (human spend addressable by AI Agents), mapped across three AI impact types — Displacement / Expansion / Mixed — cross-validated against Goldman Sachs, McKinsey, WEF, GVR and MarketsandMarkets. 🔴 Net Compression = AI primarily substitutes labor, total spend declines. ✅ Net Expansion = AI creates new demand / democratizes access, total market grows. 🟡 Mixed = both dynamics present.

① TAM Totals by Category

Aggregate Software TAM vs Labor TAM for every sub-track within each category. Labor TAM dwarfs Software TAM — exactly where AI Agents unlock expansion.

② Software TAM × Labor TAM Scatter

Log-log scale. Bubble size = displacement rate. Click any bubble to jump to that sub-track in the table below.

③ AI Impact Type Distribution

Displacement / Expansion / Mixed — sub-track counts with aggregate Labor TAM on hover.

④ Valuation Tier Distribution

Lead-company valuation tier for each sub-track: Sub-1B / Unicorn / Decacorn+.

🔎 All Sub-Tracks — click any row to expand methodology, companies, funding & insights

# Category Sub-Track SW TAM Labor TAM AI Impact Disp. Rate Net Effect Labor/SW Valuation Status
Data: AI_Agent_TAM_2026-04.xlsx (All Tracks — Labor vs SW TAM) · 201 sub-tracks · 10 categories · updated 2026-04 · framework total $496B SW / $9.60T Labor