There's 5B working age people world wide and only 50% of those make more than $500/mo where it's even conceivable to spend $50/mo. I did the napkin math, it can still sorta kinda work out.

I think more realistically we'll have something like the Google/social media US-vs-world profit split of 40-50% US vs rest of world combined. Even those numbers can work out but then I don't see tremendous growth.

But the sector valuation is already priced for wholesale workforce replacement or massively expanded productivity and AI platform providers taking a lot of that pie for themselves.

With corporate profits already near all-time highs with respect to GDP, who is going to buy all those new products (from expanded productivity ) if all the gains only go to OIA and Anthropic employees?

It's an interesting time.