i agree with much of what you are saying. just wanted to add that in the video posted above, there is a cross-sectioned portion of the frame, and clearly much of the v10 front triangle has a moderate (at most) wall thickness.though in my experience / observations, a thick walled carbon structure is not going to fail catastrophically (at least in the relatively low load application of bicycles) without observable destruction. ie, if an impact was severe enough to cause significant structural damage, you'd see it, and there would be an observable progression as the layers cracked & came apart.
to me it's just e-speculation though regarding where they thickened it. we know they thickened it on the fwd part of the lower downtube. it appears they kept it thin on the rear part of the downtube, which makes sense -- pretty much zero chance of big impact there, unless you're playing horseshoes with your bike. How thick are the walls on the entire front triangle? we don't know.
time will tell. as i've said, i'm not in the 'extremely for' or 'extremely against' camp. one of the byproducts of a long career in engineering.