...SegWit is critical for LN to work which is critical (in addition to not raising the maximum block size) to blockstream ever becoming profitable.
Has anyone from the Blockstream actually clarified on what's their revenue generation model yet? I reckon they must have pitched to investors with something bigger than LN.
I doubt Blockstream can profit from LN, as anybody can use similar features, just look at Thunder alpha testing from Blockchain.info - and their online wallet definitively have most Bitcoin users, so Blockstream LN could not even compete here to be most used. I guess you have to look elsewhere for Blockstream investments revenue model.
About the SegWit, bit delayed but Im confident in one or two months it become activated by miners after most wallet implement it - no point now anyway when wallets not ready.