Great article by David Vorvick. Nothing but admiration to him and the Sia team for doing an in-depth analysis.
Something that struck me from article is as follows:
I think there are a lot of people out there who do not realize that flexible ASICs are possible...
It may be sufficient sometimes, but just as algorithms can attempt to be ASIC resistant, ASICs can attempt to be hardfork resistant, especially when the changes are more minor.
As a miner, this frightens me because when this era of "flexible ASICs" arrive, GPU miners will definitely be obsolete. Add this to the threat of Ethereum going POS, it seems like the odds are stacked against us regular home-based miners. This might be a signal that now is a good time to liquidate mining rig assets and just directly invest in coins.