I absolutely disagree number of users is saturated. Fortune 500 companies, for all of their 'AI accelerating' shareholder speeches, are doing very little to actually integrate or spend on AI for the average employee. I've talked to a lot of people who work white collar jobs that could absolutely be accelerated by AI, and they just... aren't using it at all. Some of the companies make Copilot available. Some people just copy paste their tasks into the free version of chatGPT and spend a lot of time correcting the dumb model. A lot of orgs are concerned about data leakage and just have a blanket AI ban.

I recently joined a software dev team in which nobody is using any AI at all. They weren't conceptually against it, they just didn't feel the need to change their process.

There's a lot of room to grow.

That doesn't make them more money. Those people who aren't maximizing their AI subscriptions already have an AI subscription. If anything this would hurt AI companies if people were actually using the compute they have access to with their subscription.

Revenue per user is very much not saturated

If you are subscribed that's it, no more money possible to make.