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Well......okay......but not really.
All this '1st tier' '2nd tier' nonsense is just that: nonsense. I can look at anything on your list and extrapolate all kinds of wrong conclusions.
Having said that you hit on some 'basics' - piracy, tubes, etc - but what's the point? It all comes down to:
Traffic
Content
Marketing
Now go ahead and argue which is more important (Paul Markham)*. Everything else you wrote (or most) comes down to basic web-based business 'infrastructure' as in hosting, domains, etc. How any of this helps improve the bottom line I know not. LOL
* Marketing is the #1 most important thing.
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