I think this just reaffirms my point that Arbitrum and Base are already at a staggering advantage over other L2s - regardless if that is for better or worse.

App chains have potential, that's for sure. But it doesn't mean that "everyone" is going to leave the already highly popular rollups that house most of the onchain activity today. We've seen this play out with L1s (attempting to dethrone Ethereum) and with LSTs (attempting to dethrone Lido).

New L2s are competing against two juggernaut L2s that are already extremely popular, battle-tested, and much more cost efficient for users and devs.

There's also the matter of safety. Very soon, Arbitrum One will add another green slice to their risk factor, pushing them even closer to Stage 2 - Base isn't far off achieving Stage 1 either.

FWIW I do think that app-specific L2s will play a huge role in Ethereum's future, I just personally believe that it will take longer than 12 months for that to play out.

And I also don't believe that in means general purpose L2s will be obsoleted in the process :)