Andrew Huang and Brandon Curtis - Conduit, RaaS, and the Rollup Value Chain
I Pledge Allegiance
Conduit: A Bad Idea for an Infrastructure Provider?
I would just love to hear about how you're thinking about the business model for conduit across those three buckets where RAS providers will play most commonly. If a lot of the value does end up accruing to the role of as a service provider who kind of owns their customer relationship do you foresee any tension with these role developers? Yeah I think it's an interesting dynamic I think time will ultimately tell. And so that's yeah I think my opinion right now is probably not token but obviously we'll have to see how that evolves.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
