"Yeah, I think there's a tendency to underestimate how much demand is still gated behind cost constraints. The market for this is HUGE." This is just hyperboli

"Yeah, I think there's a tendency to underestimate how much demand is still gated behind cost constraints. The market for this is HUGE." This is just hyperbolic nonsense. There is a desire from a certain group of people of make-believe - doesn't mean the 'demand' is actually real given the economics.