I'm not sure either is quite accurate. When you get an account you get given worldcoins on a regular basis which are basically another crypto shitcoin. They have plans to use it as a payment and app ecosystem but that hasn't really taken off. The anti spam identity thing hasn't really even started either.
He's selling weapons to both sides, the ai bullshit spam machine gun, and the anti spam identity verification system.
He knows what he's doing.