I always thought it was supposed to reference market sentiment.
If your company is focused on X, but is also doing Y, and the market is really taking up with Y, you need to focus on keeping Y alive and well. Makes for a successful company to respect the market’s wishes, and allows you to pursue X while Y is subsidizing it.
If you insist that X is the future, and put Y on the back burner to focus on X, well, the market will find a competitor who is doing Y better than you, and the market will abandon you.