I think the reason ICON is a competitor is mainly for capital in tech construction but TBH once Hadrian starts getting legs it won’t matter as it will just be used and start making money.
You ask 10 people and if they are given the option of any type of build 9 of them will choose brick. That’s it, will always be competition. Timber, Steel, 3D, Tilt concrete, modular, etc etc. If 3D works it doesn’t actually make any difference. It will take some market share from the rest of the construction options (lots of room for growth with supply not meeting demand).
Best bit is FBR decided 20 years ago to hitch its wagon to a trillion dollar brick/block industry. I think this was very clever. Just make an existing accepted massive market better.
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