Man!! you read my mind. I echo the same argument.The whole thing reminds me of netscape/yahoo days/pet.com days of late 90s...Donot know for sure who will win and who will fail.if we could predict woudn't be nice??..
One +ve thing for Ethereum is Buterin and company are innovating fast,breaking, trying and moving on..Thats the sign of a visionary.so I hope I would trust him and the ecosystem around it....
You nailed it in this article!!!!