Mahesh and Connor are joined by Jonathan Victor. Jonathan formerly worked on Filecoin at Protocol Labs, and left to found Ansa Research, a research firm focused on distributed infrastructure covering digital networks that aim to rebuild how internet infrastructure operates.

Jonathan talks about how his Palantir background influenced his time at Protocol Labs, why content addressing is a critical component to the future of the web, what the long-term Filecoin roadmap looks like, the protocol’s recent investments into retrieval, where Filecoin and other storage protocols fit into the broader ecosystem of enterprise storage, and clears up Filecoin’s revenue model.

0:00 Cold Brew Open

0:40 How Jon’s background at Palantir led him to Filecoin

4:28 Jon’s Decentralized Infrastructure Theses

9:42 How the Various Storage Solutions May Work Together in the Future

13:33 Filecoin’s Long-term Roadmap

20:03 Filecoin and Retrieval

24:55 Storage as a Commodity or a Differentiated Offering   

29:30 Why Location Matters in Storage 

34:04 IPFS and Filecoin’s Value Prop

39:33 How Filecoin Cultivated it’s robust developer ecosystem

43:42 Filecoin’s Revenue Model and Transparency

50:47 Where to find Jon’s Work

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.