I think it’s a useful exercise to get specific about one case study, e.g. “a competitor to Spotify that has a lower take rate”. You can then make a claim like yours and also compare it with someone’s best claim about what will be possible with non-blockchain alternatives in 8 years.
I think judging individual entrant moves, especially 8 years out, is not very realistic. Rather, I’d say something like “I expect at least 3 of the major tech companies to have a Dapp with at least 10 million Monthly Active Users within 10 years”
I think it’s a useful exercise to get specific about one case study, e.g. “a competitor to Spotify that has a lower take rate”. You can then make a claim like yours and also compare it with someone’s best claim about what will be possible with non-blockchain alternatives in 8 years.
I think judging individual entrant moves, especially 8 years out, is not very realistic. Rather, I’d say something like “I expect at least 3 of the major tech companies to have a Dapp with at least 10 million Monthly Active Users within 10 years”