Is Ethereum’s shift toward L2s a sign of scaling success or fragmentation risk?

While Ethereum's increasing reliance on Layer 2 solutions like Arbitrum, Optimism, Base, and zkSync etc etc is clearly helping with scaling and reducing gas fees, I'm wondering if there's a trade-off in terms of user experience and ecosystem cohesion?

Is the fragmentation between L2s creating more confusion for average users? Are we moving toward an "L2-first" Ethereum, or is there still a strong case for using the L1 directly?

Curious to hear what others think.