As a technology it makes great sense, miners can extend the life of their hardware and eke more mining roi. Big miners will move to this technology, but do they hold a patent to it. Whats to stop someone doing the same thing, will they start undercutting to meet the competition. Who will bear this cost, public or private money etc etc

 I'm going to take my own advise and pretend in my head to buy some ipo shares, stick the same amount into a btc wallet and come back in 6 months time and see who wins! If I lose I'll buy-in, If I win who knows