I have always understood this double think in two ways:
1. The problem needs to make sense to the people who are working on the tech and people who might buy the tech, but it only needs to be and is preferable to be only adjacent to the real value proposition of the tech. This provides opportunities to incrementally capitalize (“businesses don’t make products they make money”) without providing too much value for “too little” money.
2. The “I want x” vs “I need x” is a chasm easily bridged by “this is entertaining to me”. Life is small experiences summed together, providing a blank canvas on which people can extrapolate is engaging but mostly wasted time except for a small number of people who can actually change the direction of the tech. It’s fun for people to dream.