[torben-friis]

>If 1B people consume via personally or their employer on average $100/mo of tokens or services that solves the problem right there

0.15B is the full actively employed population of the US. 0.2 extra for the full EU, and we're barely making a third of the needed numbers, and this is assuming that the guy cleaning the street or the plumber will have a 100 bucks subscription just because - not to mention that a hundred bucks is 10-20% of median monthly income in many countries, even some EU ones.

You're asking for 3x Netflix subscribers at 4-10x Netflix price and with the whole world standardized at American prices (without American income).

Then add that this would very likely be a commodity market with competitors, so the billion, if existing, would be a market rather than a specific company's income.