So what kind of test is he referring to? He talked about modular or monolithic or whatever new term he use but did not explain how the market will test them. Is he saying that an L2 will die if it can't be used by new blockchain projects easily, or what? He claims ETH survived because the previous ETH competitor failed to adapt, but isn't it easy for them to copy what ETH did if there is enough incentive to do so? If anything it sounds like a popular project because they are the first, the most aggressive in marketing, and so on will be the one to survive instead of this modular vs mono debate thing. CMIIW.