The only thing I disagree with is the bit at the end, suggesting that Land is the most exciting thing in the ecosystem. We're already 2+ years late on land, and the "overly optimistic" roadmap only has the very very basics scheduled this year, too.
When will we see the immersive experience Nate keeps shilling in the town halls? Let's be real. Not optimistic, let's be real. It is going to be 2026 ish at this rate, if ever.