The whole conversation around L2 stages and decentralization is just nonsensical. Unless you want to reorg with the base layer (which you don't want to do because you don't want to offer subpar UX), you have to introduce significant delays on L1-to-L2 messages (including force inclusion). As such, you end up in a scenario in which time-sensitive use cases (such as certain lending markets, pumpdotfun-style memecoin launchpads, etc.) are rendered completely useless in case of centralized sequencer censorship. So yes, while achieving stage 2 is important, sequencer decentralization is as important.