For my entire career in tech (~20 years) I have been technically good but bad at identifying business trends. I left Shopify right before their stock 4xed during COVID because their technology was stagnating and the culture was toxic. The market didn't care about any of that, I could have hung around and been a millionaire. I've been at 3 early stage startups and the difference between winners and losers was nothing to do with quality or security.
The tech industry hasn't ever been about "building" in a pure sense, and I think we look back at previous generations with an excess of nostalgia. Many superior technologies have lost out because they were less profitable or marketed poorly.