A weekly rundown show where extremely online individuals broadly explore (romanticize, even) new consumer internet experiences. Join us at live.seedclub.xyz on Fridays 10am PT / 1pm ET
00:39 - Welcome 01:17- Nicolas, EP40 guest host intro
03:05 - Sam Williams
04:06 - background of Arweave, Ao, Sam
04:30 - why did they start the on-chain data archive?
05:17 - they started with newspaper articles (nostalgia)
05:50 - storing webpages
06:02- permaweb
07:17- centralized/decentralized borderless web
07:45 - ao by arweave - computing service
08:15 - architecture deep dive - message passing vs global shared state
09:03 - real time orderbook for content trading by bots
09:30- pay once to store forever promise explained
09:50 - its a protocol not a promise, its trustless
10:53 - the economics of the data storage and how incentives work
13:29 - layers of Arweave
13:35 - Ar.io - serves content for users + have naming system like ENS
14:10 - how subdomains work
14:40 - real decentralized access to web applications
15:15 - monolith web - modular web
15:48 - real customer examples to understand power of the technology
17:39 - Llama Land - fully onchain world
18:20 - fully onchain LLMs creating onchain games
20:28 - problems with the global shared memory systems and scaling
23:25 - Ethereum x Arweave and ao (mutual state programs)
24:18 - competition (Solana, Ethereum, Arweave)
24:50 - onchain agent economy
25:15 - *decentralized* games, AI market makers (uniswap V3)
28:34 - what’s the cultural signifiers of Arweave? pfp collections, llama land and more
30:20 - testnet but it's not testnet (they’re conservative)
31:10 - Josh and Nicolas reflections on Arweave
32:40 - Farcaster marketing
34:10 - Farcaster’s focus on its strategy and not distracted by the “metas”
34:30 - engagement rate changes
35:55 - value proposition, attention and target users
37:00 - Tiktok and Farcaser
38:57 - “it needs to be felt not marketed”
40:06 - distribution - going to the target users
42:13 - Hopper - data prediction example and reach more users
43:47 - Uniswap x KidSuper collaboration to reach people
44:57 - what the fuck is Peace doing onchain
45:35 - 🌟internet explorers pfp collection on motherchain🌟
48:19 - financialization is the wedge - speculation
49:30 - motivation - adaption of onchain platforms and different perspectives
50:10 - Nicolas ‘s takes on financialization, tokens, Farcaster’s Degen
51:30 - identity and monetization of it
52:20 - Arweave and financialization wedge
53:40 - Moxie - tokenizing engagements
55:25 - fan tokens on Farcaster
56:28 - makenow.meme - launch memecoin on Twitter
58:54 - B2C2C
01:00:35 - what differentiates this from the NFT craze?
01:01:45 - what is smort? Find out at https://paragraph.xyz/@joshcrnls.eth
01:02:03 - White Walls public beta