If you have one DAC and it employs dilution and there is a potential user/investor that doesn't like dilution then you have no products for them to invest in.
The DACs with no dilution will be free riding off the public goods funded by the DACs with dilution (see my post here). During these early stages we have so much common infrastructure that we need to fund, develop, and market to the masses. We are better off keeping things unified into a massive DAC with large network effect than splitting things up (at least for now). There can still be small third party DACs, but they will be at a disadvantage because of the weak network effect (by design). That is the cost they need to pay if they don't want to be part of BTS and pay their fair share of the common infrastructure through dilution. We want to make sure that if they opt-out of BTS and paying for the common infrastructure then they will be very unlikely to ever kill off BTS by gaining a larger network effect.
Eventually, we will get to a stage where we can afford to spin-off into multiple DACs. All the heavy lifting will have been done and we will have escaped the Earth's gravitational pull and into outer space (to continue Stan's analogy). We can then afford to split into multiple DACs that specialize into different industries and attract shareholders who only care about those industries.
It was my understanding that they wouldn't be free-riding at least for the first couple years considering that development has already been paid for through AGS donations.
Also since the separate DACs would have differnt teams, a DAC with successful dilution could re-target those funds towards that same particular DAC. It's true though that at least some of that paid for development would benefit other DACs in way of improvements to the general toolkit.
Then again how do you know for sure that given 2 DACs, the one with no dilution wouldn't be more popular, bring in more revenue thereby causing the dilution DAC to "free-ride" on the other DAC's increased market cap and momentum in development?
You might be right that dilution is the way to go and we need to consolidate DACs, I don't share the same opinion but could very certainly be wrong. In any case it will be interesting to see what happens.