There are widely-varying estimates for the total future value of...

There are widely-varying estimates for the total future value of the AR market, but one analyst, BIS Research, believes it will be worth $198 billion by 2025.

From the above article.
If Thred are on the ball, they can take some of the market share of the AR market by targeting companies that don't have the initial revenue to pay for a platform like the one mentioned above. Thred doesn't have to be the leader in the industry, they just have to take a small portion of that 198 billion dollar pie for shareholders to get a return on their investment. That's what we are here for.