It's all pure speculation because we have no way of assessing it outside of our own frame of reference. E.g. I see you in another answer saying that "the fact is that all kinds of state changes happen", but we don't know if any state changes ever happen.
We have no way of telling a dynamic universe apart from a static one where we're all just suspended in a single unchanging moment.
We can choose to handwave a lot of this away ordinarily because as long as the experience is reasonably consistent it makes sense to assume it is objectively real, because we have nothing better. It doesn't matter if the world didn't exist a second ago when e.g. considering whether gravity work, because it appears as if it did.
But when trying to determine the nature of consciousness we run headlong into the fact our observation of consciousness is direct only in the case of ourself, and even then heavily limited. We have no direct measure that puts us in a position to prove consciousness even in other people. We can show that within our perceived world we can measure brain activity that correlates to though, but not whether that reflects merely the operation of an automata, or the existence of consciousness, or if there is a distinction at all.
As such, it's meaningless to suggest we have a way of saying much about the limitations of consciousness at all.