it's become extremely easy to build the first 80% of a product (like an explorer). The explorers that haven't really evolved in five years now have pressure to improve. I don't think it's bearish for middleware infra it just means the bar has been raised 😁 and it's always been just the last 5% product improvement that makes the difference between a fun project and big business

zmanian
@zmanian
12-20
The speed at which Tempo is building their own explorer is bearish for all middleware infrastructure plays in crypto.
It's very clear that AI driven productivity makes it so that it's faster to build it yourself then
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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