@lsn
It seems like he is decrying decentralised versions of existing products in one closing paragraph, and then celebrates this (re data centres) right at the end. He makes this out to be his core point, but I’m not sure it’s coherent. He is saying that decentralised versions of existing products are bad except for data centres. Why?
He also says ‘blockchain is financial, and can enable new financial opportunities’. If he stuck to this, it would be coherent and agreeable. But he said that decentralised compute is good — so why not decentralised everything else? And thus you end up at Vitalik’s point of view, which is coherent and compelling, but leaving us no closer to considering whether it’s time has passed.