Blockspace demand/supply graph, the current situation and what's happening (S*) 

What should happen: the industry must pivot completely to demand-side, instead of continuing to be all-in on the supply side

What stats are you looking it? Clearly demand is growing a lot: https://www.growthepie.xyz/ And L2s are consistently maxing out blob space: https://dune.com/queries/3757544/6319515

Permissionless public infrastructure. Contributing to Optimism at OP Labs. 
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This is the comment that should be addressed. My total guess is it's looking at blockspace from several chains that have no activity.