“I think, like, there's something you have to admire about Ethereum though in one way, which is in a normal company, you would not like, you know, imagine if AWS, you know, when AWS started, right? Like there are all these companies that built on it. A lot of those companies that built on it built all these features that were like, we're a database built on top of AWS. And next week, they are like, here's Redshift on AWS. You don't need to use these companies that built on top of us. Where they like you know, the platform cannibalized the customer. And there's something admirable or different in some ways of, like, the opposite happening where the customer is sort of cannibalizing the platform, which is the customer here is the l twos. If you if you follow the if you believe in the kind of view that, like, hey. The value of Ethereum mainnet is to be DA, data availability for the roll ups or to be coordination cost for the roll ups. There's sort of this sense in which it did do the opposite of cloud computing. It's just that there is still a sense in which, Amazon that that that analogy again, these are all strained analogies, so I I know I'm gonna get pilloried on Twitter already just from making them. So I'm disclaiming. But, like, you know, Amazon's biggest issue wasn't actually necessarily competing with the users of Amazon. The biggest issue over time was that, like, they had to compete with Azure and for Microsoft and Google and whatever, and their market share went down. Right? And, like, I think that's sort of the argument for, like, why the L1 should improve because it needs to compete with the equivalent, you know, opposition, so to speak. Right? Like and I think I think the cloud computing wars are, like, kind of give you an idea of how to think about those, especially when you think of, like, the idea that decentralization and censorship resistance are features that people are differentiating themselves on on the spectrum, but UX is still potentially the most important feature. And somehow, like, you know, you're always kind of juggling those 3 in in kind of different proportions. And I think the Ethereum community has made certain decisions, and, you know, I hope that they continue to not be like Bitcoin where they're willing to eat their crow. Right? Like, the fact that the sharding road map went away despite it being, like, touted for years, I think, like, it's a sign that at least there's some maturity that people can eventually change. Now the question is, will they change fast enough? And that's that's, to Haseeb's point, not not obvious.”
Tarun·0:00