I don't think the word "cripple" is fair.

I think there are definitely business models that will work better and worse for LN.

Stuff where you pay random amounts to random other people at random intervals, I could see those kinds of transactions getting expensive or not landing in LN.

But stuff where the users/customers are pre-paying for a service today, or where you're dealing with routine and predictable amounts, especially to the same sets of recipients, I think that's going to work better.

I don't think it's as binary as you're framing it.