Just to tack on what you've brilliantly written as well - once the hype traders leave, the objectively impactful projects will begin to be shown as means of demonstrating the real potential of that specific tech.
You can actually see an anecdotal piece of evidence in crypto.
Another point to make that I made a while ago(you also mentioned it by way of system of systems) is that the industry of neuromorphic computing has to build the entire end to end thread of what's required to manufacture this technology at a feasibly profitable scale.
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