Disagree. I have believed in the potential of networked payment channels since Mike Hearn's work circa 2013. Properly applied, it makes perfect sense, economically and technically.
While I agree with you that payment channels have their uses, the LN incentive (PoS) model is inherently broken.
Incentive for what? For providing liquidity? Liquidity in payment channel networks is a non-issue. It only seems like a problem because the BTC people tried to use LN for txs of >$10.
Incentive for preventing channel theft? Almost irrelevant, assuming that being an LN hub is a repeat game, and every channel never holds more than a few cents.