IS DATA AVAILABILITY A COMMODITY? DO DA LAYERS HAVE NETWORK EFFECTS?

Summary from the TLDR Crypto newsletter

This post presents numerous arguments about data availability. One view is that it is a commodity with no network effects since rollups don't benefit from other rollups sharing the same DA layer. Others argue that data availability sampling and plans for interoperability within DA layers like Avail, plus sequencing support, create strong network effects. The author argues that neither is true, as security trade-offs distinguish between providers, but a DA layer has little network effects and can be overburdened if there's a global throughput limit.