to double click on the cloud analogy, AWS does two simple things well: - performance: scalable and reliable for startups to grow without limits - builder-first: builders own the business and capture the upside. AWS is just a reliable foundation celestia applies the same principles for apps that wish to use a verifiable database as a backend: - performance: scalable DA (proof of data publication) for verifiable apps to grow without limits (1GB/s + 2d DAS = table stakes here imo) - builder-first: builders fully own the app (celestia rollups are akin to L1s without the launch, maintenance, and alignment headaches) and capture the upside Like AWS, Celestia is simply a solid and reliable foundation that scales to meet an app's demand while staying out of its way another useful mental model for what celestia is trying to achieve is web2 scalability + web3 verifiability @hibachi_xyz is the first order book to launch on celestia, but there are a number of teams launching soon, including @rise_chain , @etherealdex , @Trade_VEX, and some unannounced ones @bulletxyz_ also has plans to publish data to celestia should solana's DA throughput become a long-term constraint (this would take the form of a hybrid approach where batch commitments would be posted to celestia while keeping execution tightly coupled to solana) i don't think it's a stretch to imagine 10s of MB/s of high quality DA demand (for reference, hyperliquid's current max capacity is 30MB/s) as these chains go live over the next couple years – which means central limit order books alone could fully saturate v6's throughput. this will be celestia’s first real empirical test (perhaps modulo eclipse’s turbo tap game) of the induced demand argument while central limit order books are the first type of app that require huge amounts of DA (imo celestia can hardly scale fast enough to take full advantage of this), they are, in all likelihood, far from the last in @zmanian's words: "people are forgetting these massive massive orderbook systems. for instance: the ads you see when you open instagram… all of these things are massive systems that power the internet and have absolutely zero verifiability whatsoever as of today" a world in which celestia reaches its full potential is one in which verifiable onchain computing underpins most of seemingly invisible orderbooks that run the internet. one in which the average human is conducting on the order of 100 verifiable transactions per day (many of them social) for a fraction of a cent each, without even realizing it (with bots/agents potentially conducting 1 or 2 orders of magnitude more than this) personally, I don't think we've even begun to dream about the sorts of apps that could be built with 1000-10000x more verifiable, private, and cheap onchain DA. In a similar way to how we couldn't conceive of uber, insta or google maps before the iphone came into existence if celestia succeeds, the performance and UX differences between verifiable servers (read rollups) and regular servers will be minimal, and will significantly be outweighed by the advantages of being onchain-- fwiw, this is also coherent with the @sovereign_labs thesis (one of the strongest, anti-maximalist, and clearest thinking teams in this space) think bigger 🦣