First Estate: investors and well-connected serial founders who can raise money on a drop and get injected at VP levels in tech giants on a phone call. They dominate SV culture.
Second Estate: true technologists. Programmers and designers and makers.
Third Estate: everyday people. Often pissed off (justifiably) about the arrogance of the Valley's tech barons. Tend to protest Google buses, making it hard for Second Estaters to get to work (while being slightly amusing to First Estate assholes). They're the "counter-culture" you describe, along with the regular people who are getting annoyed by tech's arrogance. A few of them are the anti-vax NIMBY assholes who are even more execrable than the tech barons, but most of them are just normal people.
Silicon Valley is dominated by the First Estate. The Second Estate is misled to think it's in charge by workplaces with ball pits, but has no real power or hope of advancement or financial upside except in extreme long-tail cases. So much of the narrative has been II vs. III. That's because the First Estate doesn't want the Second and Third Estate to get together and realize that they don't need the First.
See, the Second Estate has weak organizational and social skills, and has been systematically infantilized ("Agile"/Scrum) to keep it that way. We could learn a lot from Third Estaters (who are often just as smart as we are) in politics, government, law, labor activism, etc. But we've been told by the VC elite to reject such people as parasitic future-averse peons, and they've been told that we're a bunch of socially inept, prematurely affluent assholes. This artificial II/III cleavage works to their benefit, and it hurts us, by making us dependent on the First Estate for funding and approval.