I think you're mostly right. However I would've said the same thing about Telegram/Signal/Defi and other decentralized/privacy first technology not too long ag

I think you're mostly right. However I would've said the same thing about Telegram/Signal/Defi and other decentralized/privacy first technology not too long ago. I think there's a reasonable case for the idea that as the conversation around censorship and data ownership evolves, we'll see a restructuring of the market toward some level of personal data ownership. We're probably far from that today though.