You disagree with him on the impossibility of lightning to scale to the whole world?

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Yes indirectly in that he assumes complete stasis in both consensus and layer two architecture. meaning if we get CTV+CSFS and ARK gets deployed with those some level of self custody will scale MASSIVELY bigger than he is stating.

What kind of changes in consensus are you referring to?

On a long enough time frame it seems reasonably likely they we get some sort of covenants soft fork. Maybe big or small, maybe soon or very far out. But there’s a decent chance.

Said differently that is a static and narrow minded view of the BC landscape while innovation is happening.