I think the argument is,

There isn't enough blockspace for everyone, worldwide, to transact on chain.

Then Udi 'broke' bitcoin

Then it was 'unaffordable'

Now we are here. Bitcoin chilling around 100k, memoool empty.

¯⁠\⁠_⁠(⁠ツ⁠)⁠_⁠/⁠¯