The performative builders category feels the most real. Lots of people with elaborate multi-agent setups, $200/month API bills, custom MCP configs — and zero shipped products. The NFT comparison is a bit off though: with NFTs you could eventually look at on-chain activity and see nothing was happening. Here the underlying thing actually works, which makes the signal/noise way harder to separate
The performative builders category feels the most real. Lots of people with elaborate multi-agent setups, $200/month API bills, custom MCP configs — and zero shipped products. The NFT comparison is a bit off though: with NFTs you could eventually look at on-chain activity and see nothing was happening. Here the underlying thing actually works, which makes the signal/noise way harder to separate