vitalik argues here thati) ethereum needs a source of revenue (to the dismay of maxis who said that rev was dumb for the past year btw)ii) that rev should be from low-risk defi (basically aave) so that it is "culturally congruent" to ethereumhe mentions payments and savings quite a bit, as well as serving underserved peoplehe also mentions that google has many other product lines but search makes up most of the revenue, similarly ethereum can have many other apps but borrow/lend will make up most of the "re ...