I don't think the issue is that Vision doesn't matter. I think the issue is Sam doesn't have it. Like Gates and Jobs had clear, well defined visions for how the PC was going to change the world, then rallied engineering talent around them and turned those into reality, that's how their billions and those lasting empires were born. Maybe someone like Elon Musk is a contemporary example. Just don't see anything like that from SamA, we see him in the media, talking a lot about AI, rubbing shoulders with power brokers, being cutthroat, but where's the vision of a better future? And if he comes up with one does he really understand the engineering well enough to ground it in reality?