I mean, the honest truth is something closer to: We have no clue how all this is going to play out, what value is captureable and what parts of a lead are like

I mean, the honest truth is something closer to: We have no clue how all this is going to play out, what value is captureable and what parts of a lead are likely to stay protected. This race is essentially the collective belief in a generationally big prize and no idea how it unlocks. The problem with that for a comment section is it reduces ALL comments to gossip and guessing, which makes people feel stupid.