Yeah I was a little disappointed to not get any mention of Lemmy or kbin, but I know their growth isn't the biggest element of that news. As a group they have seemed mostly dismissive of the fediverse, with only Adam the producer even remotely active on Mastodon.
I also feel like they could've mentioned the NSFW ban from the API. Whether you watch porn or not I think that's an overlooked part of all this. Other than that I think they did a great overview.
Realistically Lemmy is not a suitable substitute for 90% of users, which is fine. Its just not intuitive enough.
Marques in particular has been critical of the fediverse for being too complicated for the average user. I don't blame him entirely - talk of different servers and federation is pretty confusing. Even for a tech savvy person, it takes some time to really understand it.