Certainly the challengee in this game is Facebook (and other centralised platforms). And of course being the MAIN competitor is a rank of its own. Although i like Steem i don't see it in this role, because (even with SMT i guess) its 100% public, and with Facebook you can share content with your friends only. Here ONO with its circles concept looks like a real challenger, but let's wait and see what Dan will come up with, since he has announced Steem 2.0
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What Steem 2.0?
Knowing Dan, Steem 2.0 will be sharedropped on Steem 1.0. It would be a brilliant move to steal Steem from Ned and put it on EOS. Steem on EOS is the only thing I can imagine to be Steem 2.0...
yes, it should be something along this line, but well until now it's only a title...