i disagree with your view of him in the sense that Saylor seems to be very supportive of lightning (and also bitcoin as medium of exchange) so not so much "simply a gold bug with first mover advantage, shilling his bags."
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I certainly haven't felt his support of lightning, but perhaps I missed it? It seems like he very much would have opposed the changes which made it practical, and now he sounds opposed to changes which would make it more effective. Hard to tell, since the conversation was in analogies, not specifics though!