Several things:
- Most of the claims are assertion based. Eg, that large operators are more willing to wait in queues with idle ETH losing them money than small hobbyists. That’s far from clear to me.
- One exception is the sublinear bond curve, which does mathematically favor larger stakers.
- That said, there were 2 math errors around sublinear bonds, making the effect far larger than reality - see cell C27 in Rhetoric response - Google Sheets
- It’s important to differentiate centralizing RP and centralizing Ethereum. Fact is, over 50% of staked ETH is run by NOs with zero of their own ETH in the validators. A moderate hit on the RP side is worth it to improve the Ethereum side imo.
See also: Samus’ post above. If someone put in infinite ETH to be an NO gobbling up all possible rETH, we could reduce NO share, including to 0%. This fact alone should prevent it from being needed.