My response here is the same as what I say to proponents of new nuclear technologies: it's gotta work on a balance sheet , not just in a pitch deck. This isn't a new technology enabling new markets and new kinds of growth here, it's just... electricity. And even as a renewable option, it needs to be able to compete not just with fossil fuel generators with-all-the-externalities-factored-in, but with dams and windmill…
It shouldn't have to work on either of those things, because neither of those things take any account of externalities.
This attitude that no energy project is worth doing if it's not profitable is how we're going to kill our entire civilization in a few decades. We need to be thinking longer term than "is it cheaper than coal right now?" when the cost of co2 emitting energy sources is literal death and destruction down the line.