This has been happening since last night, and I suspect it would have
happened before that since my autobuilds have been failing, and make is
segfaulting on make clean in /usr/src. Any ideas?

nbmake: don't know how to make
/misc/cvs/netbsd/current/src/tools/compat/obj/libnbcompat.a. Stop

nbmake: stopped in /misc/cvs/netbsd/current/src/tools/binstall
*** Error code 2

Stop.
nbmake: stopped in /misc/cvs/netbsd/current/src/tools/binstall
*** Error code 1

Stop.
nbmake: stopped in /usr/src/tools

ERROR: Failed to make tools
*** BUILD ABORTED ***
eros# 

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