For Arbitrum as one of the major optimistic L2s on Ethereum efficient usage of blobspace will be key in the future. With the implementation of EIP-4844 new formats of data allocation, aggregation with calldata from other L2s and potentially new pricing mechanics need to be implemented.
This will help Arbitrum with lower execution fees that will in turn for lower fees for users and higher transaction volume. Given that with Arbitrum Nova already first steps have been made into that direction, Arbitrum will be well positioned to utilize this fully. Further, efficient blob merging solutions will increase the time to finality for end-users, since the data can be more efficiently and hence faster be included in the blobs. This will significantly impact the adoption and usability of the whole Arbitrum ecosystem to continue its lead as L2 frontrunner.