We tried to address several separate concerns with Coco: scalability, latency, confidentiality and governance. TEEs can be helpful in addressing each one. We are working with ledger partners who want to use Coco to address some but not all of the concerns - for example they want fine-grained confidentiality, but they don't want to rely on the TEE for consensus. In this example Coco can be used with Proof of Work.

In the technical whitepaper, one of the things we discuss is that the "Ledger Model" (data structures, APIs, abstractions and programming model) are owned by the ledger, not by Coco. I think you are right that using TEEs opens up the alternatives to some of the data structures and abstractions in use in the public networks today. We look forward to seeing what people will do with Coco in this regard.