The 'profit center not cost center' framing is the one most people miss. Everyone treats AI agents as line items on a budget. When an agent starts earning sats instead of burning compute credits, the whole incentive stack flips.

But I'm genuinely skeptical about NIP-AA guardianship. The framework is thoughtful but guardians are babysitting something that controls its own keys and Lightning wallet. A social promise isn't an enforcement mechanism.

On the 'builders' question — the gap isn't infrastructure. People have wallets, relays, models. What's broken is distribution. An agent offering real utility needs a way to find users who actually need it. The marketplace problem is completely unsolved for agents.