Contrary to ppl bullish on $TAO on the upgrade, I think  dTAO launch is bullish for subnet teams in short timeframe imo who are now forced to:
1) be serious + find pmf
2) marketing effort to bring users to the subnet

$2.5M worth of daily emission is still $2.5M worth of daily emission. 

Higher subnet token prices → More TAO emissions so speculation is on the price of subnets.

Long term, of course if these subnets become similar to web2 teams in term of valuation, $TAO will re-rates to reflect that.