Tayyab - d/acc
@tayyab
Alt L1s / L2s feel like the telecom build out where people are expecting an explosion in block space demand. Each team trying to carve out a region/vertical in their own way. There’ll be winners and losers. Mostly the winners will be users of infra (it’s so cheap to build rn).
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Cassie Heart
@cassie
The irony is that many are participating exactly like it's a telecom build out by trying to enhance dial up with DSL, when fiber takes something else entirely. Cheap blockspace is the wrong avenue – blockspace is already cheap, it's just not useful.
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