Classic economics thinking: totally fucked "faster horses" thinking.

The addressable market depends on the advantage. Which right now: we don't know. It's all a guess that someone is going to find it valuable, and no one knows.

But if we find that we didn't actually need $700 NIC's to get shitty bandwidth, if we could have just been putting cables from PCIe shaped slot to PCIe slot (or oculink port!) and getting >>10x performance with >>10x less latency? Yeah bro uhh I think there might be a desire for using the same fucking chip we already use but getting 10x + 10x better out of it.

Faster lower latency cheaper storage? RAM expandability? Lower latency GPU access? There's so much that could make a huge difference for computing, broadly.