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.

Thunderbolt tunnels pcie and you can use it as a nic in effect with one cable between devices. Its slower than oculink but more convenient.

I am very ready for optical bus lfg

Probably small consumer market of enthusiasts (notice Nvidia barely caters to gaming hardware lately) but if you can get better memory throughput on servers isn't that a large industry market?