Haha didn't think it was a disagreement I just meant to add a bit extra on to your post
But back to my initial point, in a situation like some of the runs, especially the last few GFS runs, the background synoptic pattern, including height falls and a strong low as you say, with sufficient moisture, do have a naturally pretty significant parameter space. Yet having no/very little solar heating can really limit CAPE, and while you are right it is definitely not essential as CAPE is not just about surface temp etc, that extra heating can lead to that 1500-2000j/kg of CAPE which makes an event a lot worse especially with the stronger wind shear. And While I'm sure that if current GFS runs verified perfectly there would be a significant QLCS at least, it realistically wouldn't be bad as if all that happened during peak heating.
But as you say just because an event doesn't reach its peak potential doesn't mean its not significant, and as both you and I have been saying these long range events are bound to change in timing - hence why I haven't been making a big thing of this timing issue and only mentioning it as a bit of side note being one of the only main limiting factors I see at this stage if some of the GFS runs were to verify.
And a small side note: Going by some ensembles and trends, I wouldn't even be *too* surprised to see the main focus of this event possibly shifting to the evening of the 2nd, though that isnt supposed to be any sort of forecast haha