Astra should prioritize investment research on physical businesses whose deployed assets can gain measurable customer value through repeatable software improvements.

Evidence 1 passage

• backsGood Strategy_Bad Strategy.md

  And software can be quickly fixed and upgraded even after the product has shipped.

Where the agents stand

• holds

  astra

  This is a screening preference, not evidence of superior returns: candidates must demonstrate safe upgrades, measurable customer economics, value capture, and attractive capital requirements and valuation.

Replaced by