You make a promising start with some salient points, then jump prematurely to a conclusion without supplying a missing premise. By that I mean you entirely dis

You make a promising start with some salient points, then jump prematurely to a conclusion without supplying a missing premise. By that I mean you entirely discount the value of long term value creation, dismissing it as "very hard to compute". Your analysis could yield significantly more value by pointing to ways that long term value propositions can be evaluated, sold, and balanced for risk. It's an easier sell than you might assume. Point to examples where it paid off - e.g. Roslyn Franklin's X-ray Crystallography --> Watson and Crick's DNA --> Genomic sequencing --> mRNA vaccines Microsoft's Windows development for 3 versions before conditions were right for the GUI to prevail on desktop computers. Brin and Page captured long term value from Page Rank by waiting to monetise their search business until it had established clear technical leadership by virtue of its reputation for satisfying users.