I think it is a real threat to some companies who sold Bitcoin to their investors as something that it is not. The limited block size is a threat to them and their next round of funding.

Bitcoin is a Mercedes with limited capacity. The compact size gives it superior security. I have never felt uncomfortable in it despite extreme environment conditions.
Security is a function of block size and hashing power.

You can pay for the privilege to get on board (fee).
You can build your own XT-Fiat.
You can walk.

You can not remodel the Mercedes into a Fiat-Ducato just to make it fit your failed business model.

This is what those companies require, they have taken huge amounts of venture capital on the promise that Bitcoin is a Fiat-Ducato.
That's were the pressure comes from.