After building the DS12 (ply) and the Tabby (foam/glass) and both came out just about the min. weight for a cost of about 1500 USD all included I think that the risk is not very big of somebody wasting a lot of money in carbon, still you would not need much so It would not add so much to the total cost.
The far bigger risk is that somebody is coming up with a design a “lot faster”, but isn’t that what the formula class is about?
These cats where from the beginning intended to be homebuilt. A handy dad can always build a cat with his kids that will be faster than those you can buy readymade, still the price will not be higher.
Still even that is not in my opinion likely to happen. I think we will end up with 1-3 designs rotomoulded production low cost cats on the market.
If some day there is somebody thinking it worth spending 10.000 in a F12 it will just be a proof that the class has been a success and by then there will be thousands of F12 cats on the beaches around the world.