Yep. Same vibes as “ha ha who needs internet connected appliances” (pretty much all appliances are internet connected now). And the apocryphal “there is a worldwide market for maybe 5 computers”.

No-one "needs" or even wants appliances to be connected to the internet. You claim that "pretty much all" appliances are internet connected, while almost none of the appliances in my house are.

I mean, who DOES need internet connected appliances? Are you implying these token-based techs will be shoved down our throats regardless of demand?