The complete lack of information on what SE is doing with regards to supply opens up an entire spectrum of possibility. On one end of the spectrum, if nothing is done to address the housing supply issues then the lotto will definitely make things worse.
However, it may end up being a wash if (for example) SE also does the following with the update:
- Each ward gets 20 wards that are personal house only, and another 10 that are FC only
- Island Sanctuaries is a strictly better replacement for gardening
- Players get a workshop through Garlond Ironworks that is an exact duplicate of the FC workshop
The point here is that we don't know, and the more measured (and mature) response is "what was said on the live stream is interesting, but we need more information" rather than the hysterical reactions many have posted on this thread.