This feels right. I think stronger differentiation between the big and the small is important. There's room for a "big everywhere thing," and I think ATProto is probably the wrong way to do it; as I've said elsewhere, ATProto's most important feature ("take it with you") is potentially its greatest weakness and danger.

AKA, if ATProto takes off as a big thing, you've made surveillance and data gathering by Big Brother THAT MUCH EASIER.