I mean, despite all the violent optimism from the Elon Musk fan base, I'm pretty stoked to see how this will pan out. Historical game changer and within a decade everyone will wear Made-on-Mars space foam sneakers to their annual vacation to orbit? Incremental and boring like, neat, Netflix has its own fleet of broadcasting satellites and Adidas is saving 3% annually due to some R&D they do in orbit? Or will it fizzle out entirely, great tech but arrived too early?
Demand is often a chicken-and-egg problem. Having the capacity available will go a long way to creating the demand. There are plenty of incredibly wealthy people who could be persuaded to build the first moonbase, space hotel, low-gravity manufacturing plant, manned Earth observatory ... and a practically endless list of things we've not thought up yet ... but they can't do those things now because even if they paid the money there just isn't the launch capacity to do it. Putting the capacity in place fixes that problem and frees those people to start spending.
What is the source for this and how was this calculated?