I’m just treading water.

The economics and the reality are unproven and opaque. Most of testimony we have is heavily invested folk and/or people paying the currently low discounted rates for the technology.

The companies providing the technology are not financially healthy, are heavily geopolitically aligned and a risk for many. If it works or not is moot: it looks like a large economic or political failure on the horizon.

Ergo wait and see before thinking about the future.