Well I certainly believe in it, however as more time passes, it makes me increasingly more nervous for a few reasons a) why something so great hasn't been adopted yet b) some competing technology coming along c) enough time passing requiring more dilution

I think if there was some sort of early adoption of this technology already, you would see a lot of the skeptism and challenging on the positive thoughts completely disappear. Its hard today not to do this seeing where we sit today and sure there are a lot of clues (as you've listed them many times) to indicate there is a high probability of success, but until something materializes (which i hope every day is the case) we need to also analyze why the plans might keep changing, and why the delays keep happening if in our eyes this tech cannot, or should not be ignored by any of the big players in the industry.