Is this some sort of insider play? Like some Coinbase devs want to build lightning support, but management won't listen, so the devs went over their head and made a public blog post?
Not the devs. This is a venture arm of Coinbase that gets paid to do research. That they published this was kind of interesting though, given Coinbase doesn't offer LN deposit / withdraws and the report shares the names of competitors who do.
A few employees discovered lightning exists and might be useful. Wow they are so clueless over there aren't they.