Andrew Huang and Brandon Curtis - Conduit, RaaS, and the Rollup Value Chain
I Pledge Allegiance
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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.
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