That type of reasoning really reminds of the Internet bubble.
Just as clean water is worth trillions to no one in particular. Or the air we breathe.
You can take an abstract, general category and use it to infer that some specific business will benefit greatly, but in practice, the greater the opportunity the less likely it is it will be monopolized, and the more likely it is it will be commoditized.
But, my comment was a reference to the magic thinking that goes into making predictions.