The video was an ISS centric discussion. With no discussion of other payload destinations (Iridium etc.) or things like Bigelow modules it leaves the taste that NASA/ISS is the only potential customer for commercial space ventures. This leaves the impression of a much less vigorous and robust potential commercial field.
In fairness, at least in HSF terms, the ISS is
the market at the moment. Bigelow is iffy and will remain so until the first module is operational and housing paying customers of one sort or another. You can make all sorts of theoretical projections but, right now, the only cargo- and crew-to-LEO mission is to the ISS.
The satelite launch market is pretty crowded; only time will tell if SpaceX can make enough of an impact to ensure that's a reliable revenue stream.
FWIW, I think that a worthwhile commercial space experiment would be to launch a BA330 and set it up as an uncrewed microgravity chemical plant for medicines or something similar. Raw materials loaded on one end, end products moved to a Cargo Dragon RV at the other with the option to send up maintenance crews by either Dragonrider, Dreamchaser or CST-100. The objective of this experiment would be to see if such things can be done and get an idea of what the costs and benefits from the technology and methodology would be.
What catches my idea about this idea is that it could easily be the first genuinely commercial space project with little or no government involvement.