I'll immodestly list my own first: https://www.evanvanness.com/post/166666272011/theres-no-such...
See also CoinFund's Jake Brukhman: https://blog.coinfund.io/fat-protocols-are-not-an-investment...
And Zeppelin's Teemu Paivinen: https://blog.zeppelin.solutions/thin-protocols-cc872258379f
I hear that even Joel doesn't agree with how his piece has been interpreted.