People predicting vastly lower fees after Dencun are setting users up for disappointment. Yes, whichever rollup(s) will switch to blobs first will enjoy very low fees for a while, but in a few weeks fees will be back closer to today's levels. 4844 is not yet DA scaling, just a more efficient separate rollup fee market.

Ethereum protocol R&D. Admirer of emergent order.

Basically, post-Dencun, each Ethereum node still downloads all the rollup data (now via blobs). So throughput constraint is still node bandwidth. To go beyond this limit, over the next year or so we will start rolling out sampling techniques (DAS), where nodes can check blob availability much more efficiently.