I agree with your points, but I just want to add a couple of subtleties:
  • Even though I agree that there is a trend to big, enterprise-grade nodes, the cool thing is ANYONE can "easily" (not common-mortal easily, but at least power-user with a $500 dollars budget easy) spin-up a node that can integrate itself on the network on an equal level to those nodes. This means that, if the few big nodes do anything stupid, there is an open door to a balancing counter-reaction of plebs sticking the finger and taking action.
  • Fedimint could bring a landscape of uncle-jim-on-steroids, where hundreds or thousands of fedimint federations exist and regular users happily use them, promoting an environment of healthy, competitive and private custodian-ship.