She made a forward looking "if" statement and providing no reasons for it. Based on her calculation of $200 per/OE she simply multiplied the $200 by four OEs (correct) per CAI Orion accelerator using the then current four lane Starlight Quad and arrived at an $800 million potential revenue which translates to CAI selling 100 hundred million Orion units.
It is not $200 per OE because the TX is lot more expensive than the RX. Even if she made a decent guesstimate that on average it is $200, that number should at least double to $400 per OE for each PF+MA* node.
DL, in latest video, indirectly referenced the Starlight Octal. He spoke of quadrupling the current bandwidth in the future. Eight lanes quadrupled is 32 lanes.
Assume $400 per OE for any ballpark calculations for each PF+MA node.
PF+MA* - Photonic Fabric+Memory Appliance.