As noted by u/rhythm_of_eth on r/ethereum:

Article on how Ethereum is capturing alt-L1s masterfully while working towards offering options for sustainable and reliable L2 businesses and making this acreative to L1 network effects and deflation mechanisms in the long run.

Specially relevant: the stats about L2 profit margins, and how widely they vary when blob limits are low, then tend towards less volatile when there’s a wider range for price discovery.

Remember, we said that Ethereum is to rollups what cloud service providers are to software businesses. What happened after the cost of using cloud services dropped? The demand grew, and so did the revenues of cloud providers. AWS is the cleanest example here. It continued to cut prices for customers and still grew like a utility.