In response to the view raised by Ethereum community members that "L2 is the most sustainable block sale business", Solana co-founder Anatoly Yakovenko commented: "It seems logical, but it is also wrong. Multiple L2s are meaningless. If a single L2 can handle parallel execution, then it can use up all blobspace and run every use case. More importantly, there are no infinitely useful smart contracts, let alone execution environments.
There are only 6 (or so) important (underlying) smart contracts. Developers' optionality is unlimited, which is not necessary at all. In fact, any developer optionality that increases business risk is negative, such as the erc20 interface. Every additional sorter, L2 multi-signature, governance system, VM customization, etc., increases business risk?"
Then, he added a reply in the comment area: "Among all chains, what people use and do today are tokens, NFTs, and amms. Then it may be joint curves/lending/oracles/clobs/perps. I haven't seen this change become a decisive driver of pmf."