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I think this could be an interesting read for you, I read it last week and it kind of argues the same points: https://shakoist.substack.com/p/against-time-series-foundati...
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thanks for sharing.

i met an associate working for a particular VC and they were really into time series foundational models. I argued the most of the "Why real forecasting problems break the whole frame" as to why they were wasting their time at that time.

she was totally convinced i was wrong because she was discussing investing with some top and well respected researchers that were really pushing this and wanted to make a startup around it.

i was and am still confused as at all the wishful thinking. then again, sometimes the best time to sell an idea is right before you think it is possible.

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