Companies want to build something users want, not deal with how they get paid. I believe that's also why SaaS has become so prevalent: outsource everything so you can focus on your product-market fit. I honestly don't understand the question, I think. Don't you need companies that use ecash federations?

Or are you talking about a more dramatic shift in which this idea of founding a company no longer exists?

Do they? If so, why are they nocoiners?

I think this is exactly what is happening right now as we speak, it's just more like watching grass grow and we only notice moments like when ~fedimint was founded on SN that something is happening.