What Buffet, Roubini, and all these guys are looking at, is centralized payment and money transfer services that work, securely, immediately, for thousands of times as many transactions, for drastically smaller expense than the cost of PoW.

"decentralization" and "peer to peer" are not things that add value from their perspective.  They see Bitcoin as an inefficient slow service that does what other services can do, in a way that's drastically more expensive and doesn't work as well.