I'm saying that zk is being targeted for ASICs (Vitalik said it himself) and that zk will require some very specific compute needs that not everyone is going to be able to provide.
Sure, we are in agreement then. It is a great thing as it will enable the blockchain to continue to scale for more users and more applications, and it is the opposite of the energy inefficiencies of the current PoW system.
Well... I do think that the power usage overall isn't going to go down. Certainly ETH switching off PoW will be a great reset, but over time... people will find ways to continue to use more power when it comes to compute. Put it another way, the datacenter market isn't getting smaller any time soon.