Oddbean new post about login | logout If 25% of the supply was willing to dumb on the other fork would absolutely mater. Aside from this being a simplistic example with ooma numbers.
Even if it was 90% supply I still don't think it would ultimately succeed. Bitcoin is an idea that we should follow an agreed upon set of rules and enforce them with computers. If you change Bitcoin it's not Bitcoin, and any breaking change like huge blocks or increased supply would self destruct even if it could achieve a higher market cap for a while. Maybe I'm being naive/optimistic though.