I would say that it's very germane to my original statement. Understanding is absolutely fundamental to strategy and it is pretty much why I can say LLMs can't be strategic.
To really strategize you have to have mental model of well, everything and be able to sift through that model to know what elements are critical or not. And it includes absolutely everything -- human psychology to understand how people might feel about certain features or usage models, the future outlook for what popular framework to choose and will it as viable next year as it is today. The geographic and geopolitics of which cloud provider to use. The knowledge of human sentiment around ethical or moral concerns. The financial outlook for VC funding and interest rates. The list goes on and on. The scope of what information may be relevant is unlimited in time and space. It needs creativity, imagination, intuition, inventiveness, discernment.
LLMs are fundamentally incapable of this.
Claude is perfectly capable of all of this. Give it access to meeting notes and notion/linear and it can elegantly connect the dots within the context of a given problem.
It routinely can't "connect dots" on a 10 kloc project with design notes right there in the same project.
It routinely cannot read files more than 2k lines long.
You can't even provide detailed CLAUDE.md instructions because "file is too large and will affect context".
But sure. "Just give it access to a magnitude more info and it will be able to do stuff".
yes, its just a matter of capability, not skill