in algorithmic media, the most important element is timeliness
capturing the few words of a zeitgeist matters more than yesterday's well-written tangent because media is a market, and markets have windows
spacex is overpriced short term (long way until realizing real revenue from space datacenters + satellites) and underpriced long term (only player even thinking about industrializing space)
what's the next adoption unlock?
models are good enough, but enterprise data + workflows are hard to integrate, compute prices are going up, and the c-suite wants to see ROI.
it's an FDE army.
between the model layer and post-trained/wrapper layer, tons of companies will squeeze in a market where the playbook is relatively straightforward but the moat is relational and service-driven.