Growth in the Web3 Ecosystem - L1, L2, Elsewhere?

What will drive growth in the web3 ecosystem?

I looked at the question from one major lens, which is by asking What creates demand?

The Protocol Guide to Enterprise-Led Growth, Demand Side Token Design, and Unlocking Latent Demand with Blockchain Supply have laid out different approached to the same question.

Here, I start to layout a more tactical view by looking at the current, simplified stack of web3 (this will evolve, but I wanted to start with simple first rather than getting bogged down.)

Related to this, I want to see if we can apply some "web2" frameworks, specifically Aggregation Theory and The Law of Conservation of Attractive Profits.

Aggregation Theory according to Ben Thompson: