This topic reminds Ampyx Power AP-4 prediction topic.
The problem is not to predict the success of AWE but to achieve it.
An essential point of appreciation is to know the degree of importance of the software in the whole system, most companies considering software as the key to viability. If a software can become perfect enough to allow achieving the production phases 24 hours a day and 7 days a week all the year by using the known rigid wings without any crash even within a kite-farm, then AWE success could be a possibility.
Otherwise, you must rework the architectures, waiting for better material lifetime if you use (possibly lattice of) flexible wings, or conceiving means to realize networks of small rigid blades, or other…