These guys are killing it.
It still feels early, but there's undoubtably something there if:
  • they can get the app ecosystem to mature
    • mostly a matter of incentives imo
    • make a bitcoin-paid app store already!
  • they can figure out the NAT issue in a UX friendly way
    • which they imply they will ... non-hardware business model coming soon?
Granted those things, I could see this touching mainstream as data breaches and gov backdoors continue.
(To be honest, I was upset when they moved away from a bitcoin/lightning exclusive OS, but I didn't sit with it long enough to imagine the product direction optimistically.)