What Udi is criticizing is that Lightning has no product market fit. Is that the case? I don’t think so.
Discussion
He’s using hyperbole to make his point.
I don’t like him. But there is some merit to what he is saying.
Lightning was suppose to be user friendly and encourage non-custodial adoption. 99% of ln wallet users are using a custodial wallet. In its current form Lightning can not mathematically scale to 8 billion users. Whole idea of btc in the white paper was to not need to trust anybody.
This is why I am fan of BIp300. Allows for more opportunities to scale and make non-custodial wallet onboarding much easier than lightning.
Not a matter of liking or not liking him.
That he uses hyperbole is not in discussion here. That hyperbole is a rhetorical tactic is also not in discussion.
I’m just pointing out the core of his criticism. You have another contention point, which is fair, but it’s not his.