App-Specific Rollups: A Trade-Off Between Connectivity and Control

App-specific rollups trade connectivity for control, and the article argues that whether an app should launch its own chain depends on how much connectivity it can afford to lose, mainly attention and capital. Apps that control their own user attention, such as Mirror, Zora, Manifold, Sound.xyz, and OnCyber according to the author, are better positioned to do so, while onchain games are cited as strong candidates. The author hypothesizes that the inflection point for adoption will come at least 6 to 12 months from now, citing early examples like Lattice's OpCraft, while noting that growing infrastructure providers such as Caldera, Eclipse, and Conduit may cause teams to wait before committing.