As such:
http://blog.blockchain.com/wp-content/uploads/2015/08/Industry-Block-Size-letter-All-Signed.pdfAlmost all of the industry that creates the financial infrastructure are/will support BIP101 for the obvious reason that it gives them predictable room for growth. Some people here don't realize how much this aspect is important for the long term prospect of these businesses.
IMO they have more weight than miners in this debate because they are the one that gives usefulness to the coin. There is not a lot incentives for miners to mine a coins unappealing that can't be used properly by the industry in general. It is my belief that they will push aggressively at some point if Core doesn't move quickly. Coinwallet "stress test" is no coincidence and they won't be alone pushing toward that goal. The industry have invested roughly a billion dollar up to date and you can be sure that they won't let their investments being jeopardized with a bad block size growth implementation from a business perspective.
I and many others disagree with this notion. Retail payment applications are of tertiary concern to me. Sure, I use Bitpay to pay for things from time to time, and I'm glad that Circle exists so that people have another avenue to buy/sell bitcoin. But this isn't really what gives usefulness to bitcoin. The usefulness of bitcoin comes from being a decentralized/trustless, transferable token of value. Miners are integral to maintaining the security of that system. Bitcoin is based on proof-of-work, after all. Let's not get too far removed from what it is by focusing on what a few corporate executives think.