Can 5% of the population even pay for that? Some kind of huge increase in prices for compute and inference and companies maintaining large bills for AI assistants for key employees or teams (1000-2000$) seems most likely to me.
It would be akin to a cell phone bill, so pricier in the first world, cheaper in the 3rd, but 70% of the global population has a cell phone.
You dont think every company wouldn't be able to pay all of their full-time employees 1k less and switch it to AI spend?