You bring up some really interesting points and some things I need to consider as well.
I was going to talk about EOS, but I didn't want to trigger everyone too badly. lol

Here is my take... EOS right now is an idea, people never build problems into their ideas, so EOS will be first a disappointment. We will be hitting our stride as they are finding their problems. After that things could get dicey, but I not interested in turning much attention on EOS right away. I will be very grateful for the competition factor though.