It's definitely an AND; but, venture capital funded business models will still have the same incentives to just stuff the UTXO set that Core acknowledges isn't going anywhere. The AND will be people like me - who aren't interested in even figuring out how to abuse the UTXO set; but just might come up with a personal use case for a large OP_RETURN if Bitcoin is transformed from a P2P electronic cash system into a one-time fee forever file storage system.