None of these things are mutually exclusive. Finding a way to make larger specialized relays and clients with extra features and sustainable business models doesn’t exclude at all the plethora of free options or self hosted options. Just the opposite, they all make each other more valuable. 

I fully expect to see a huge variety of models over time, I’m simply not seeing much in the way of the “premium” or paid models that I think are critical to get robust and sustainable scaling.