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