I am making two points, the first that we are web-first, and the second that we are revenue-first. I'm not conflating them; that's the point of the article.
In any case, they are related in my mind. In order to justify why we are switching to a paid model, I bring up privacy because I think you are trading the loss of privacy for that of cash when you choose between ad-supported and a paid model on a consumer app. As for going web-first, I think I made the reason clear.
I agree with most of what you said. Sharing needs to be #1 to have viral growth. Large audiences are required for IAP and Advertising to make sense (I'd also add freemium to that list). An intrinsically leaky funnel needs even heavier viral growth to get to those large audiences. Heavy viral growth is probably going to be at odds with privacy.
But I think you need to pay attention to what others are saying. If you can't get users to complete a series of tasks to get to your value proposition, either the (expected) value you're offering is too low, or the expected probability of getting that value is too low.
In other words, with a high enough value proposition, you should theoretically be able to get someone to do something EXTREMELY difficult.
In any case, they are related in my mind. In order to justify why we are switching to a paid model, I bring up privacy because I think you are trading the loss of privacy for that of cash when you choose between ad-supported and a paid model on a consumer app. As for going web-first, I think I made the reason clear.