I will tune into the AMA to see what they have to say. I can imagine that some dapps like Splinterlands would migrate where the users are, but the main Steem social platform has value in its decentralisation and freedom that may be compromised. I really hope Ned has not sold us out for a quick buck. A lot will depend on what the witnesses decide to do. We need them to keep the blockchain going and most of them do not make any profit from doing so for now.