Every technology story eventually becomes a story about incentives. This one is no different, and the incentives here point somewhere most of the coverage has not bothered to look.
The first wave of adopters made it look effortless. What they rarely mention is the eighteen months of unglamorous plumbing that came before the demo everyone shared.
There is a version of this trend that is pure hype, and a version that quietly reshapes how a whole category works. Both are true at once, which is exactly what makes it hard to write about honestly.
“The tooling finally caught up to the ambition,” a founder in the space told TrendShift. “For years we were promising things the infrastructure could not actually deliver. That gap closed faster than any of us expected.”
Follow the second-order effects and the picture sharpens. When one part of the stack gets cheap, the bottleneck moves — and the companies that spot where it moves next are the ones worth watching.
None of this is settled. The people closest to it are the least certain, which is usually a sign that something real is happening. The confident takes will come later, once the outcome is obvious to everyone.