As Lens plans to decentralize, the only way to govern it will be through some kind of token based mechanism. So $LENS is coming, the question is wen.
Regarding Orb token - there's more leeway to decide I guess. The app could very well function without it. However, token could bring additional utilities. E.g., incentivising usage in return for app revenue share, special perks to holders, etc. Really interesting what @nilesh and @kipto will cook there.
Good bait question indeed 😉.