I've wanted something with portable social graphs for a long time. Having this is extremely powerful and creates a free market for clients with all of them sharing the same serve-side infrastructure. Users and onboarding flow are the main bottlenecks.
If setting up relays becomes a lot easier, this could disrupt the $450 billion cloud computing industry.
Nobody is bullish enough on Nostr.
We need to stop obsessing about having a 'global state'. It's a very 'Ethereum mindset'. Global state is not necessary for Nostr to work. Not everyone needs to see everything all the time.