I don't know about your earlier point, but those questions are perfectly reasonable and a springboard for further discussion. Yes, that's where the rubber hits the road. That's the way to go.
If Extropic (or any similar competitor) can unlock these hypothetical gains, I'd like to see it sorted out asap.
If they could answer those questions _before_ making fancy website with claims like "our breakthrough AI algorithms and hardware, which can run generative AI workloads using radically less energy than deep learning algorithms running on GPUs", they would be much better received. But they jumped to bombastic claims right away, so they now cause that scammy feeling. Hence the comments there.