tracking launches - infrastructure idle waiting users don't exist
live:
myNeutron: memory. working.
Kayon: reasoning. mainnet.
Flows: execution. automated.
rails: settlement. functional.
stack exists. tested. operatonal.
problem:
infrastructure ready. market isn't.
agents using NOW scale? demos. tests. concepts. not thousands running economic.
AWS vs VR:
AWS 2006: before companies knew. 2-3 years adopt. 2010 obvious. slightly before = genius.
VR 2016: metaverse. eight years waiting. way before = premature.
VANRY 2024-26: complete. agents economic... don't exist.
2007 (catching) or 2017 (years away)?
market readiness:
needs: agents real value (not tests). independnt spending. 24/7. thousands daily. own budgets.
current: chatbots API. impressive not handle money autonomously. no agency.
gap "answers" to "manages $10k" massive.
95% matters:
typical 60% locked? wait years.
vanry: 95% out. discovery $0.006.
market: complete + no users + uncertain = $0.006. honest "great tech, unclear when."
concern:
aging waiting. tech fast. 2024 not cutting 2027?
agents scale, approach optimal? or newer with data better?
first-mover if quick. years? doesn't matter - purpose wins.
fintech solve existing. Stripe API. no blockchain. compliance. fiat.
Awesome things:
didn't wait. takes time. can't 6 months appear.
shipped = execution. pivot working than scratch.
95% means show, no overhang. clean upside.
Risks:
"build come" doesn't always. good â adoption.
opportunity cost. waiting. capital projects current.
6 months breakout or 3 years?
without users = code. watching: first real agent real economic real scale. proves timing.
18 months early (genius) or 5+ (premature)?? đ€
#vanar @Vanarchain $VANRY $PIPPIN
