Optimistic take. What's the say the application layer won't be dominated by the big players as they hoover up anything remotely promising. Leaving the crumbs on the mini-platform .. ala Apple App Store ...
Sorry, I'm pessimistic as recent experience is one of hyper concentration of ideas, capital, talent, everything.
O great so just the most important companies that are inherently monopolistic gate keepers. It's worked out so well with all these current platforms totally not restricting access and abusing everyone else with rent seeking and other anti competitive behaviors.
Everything else is just executives doing a bit of dance for their investors ala "We won't need employees anymore!"