I think what CCP are doing with first wave of PI is to set up useful infrastructure for Dust players to fight over.
I'm intrigued by the fact that most NPC good will now be manufacturable. I might have to stock up for T2 production post expansion
Dust is far enough out it could change. Whether it allows assaults on infrastructure (a basic map for each planet?) that actually remove the infrastructure or not is unknown.
The most immediate challenge for those serious about PI is how do you minimize development of a world you are using for production? I suspect many people will setup 1 or 2 installation chains and run them a month or two, but the individuals, corps, and alliances who invest long term effort probably don't want a passive installation from the first months are their world. This being said I think it is covered by needing to periodically scan for resources.
The important bit to me is the second thing you mentioned.
It will now be possible to manufacture most if not all T2/POS fuel components. I expect the cost of manufacturing these items to be very much
below the cost of those items off the market. CCP has also said that T2/POS fuel components are not all at the end of the production chains.
If skillbooks, implants, and a few other items can be produce on the planets, it makes it possible for a 0.0 entity to move from the outpost/colony stage to independent entity. This however requires a shift in 0.0 entity leadership mentality and a true evaluation of cost when it comes to things like transporting JF loads of Trit to their manufacturing bases.