It's theory. The concern is for avoiding a (likely, IMO) scenario where the only real indication that someone cracked QC is one or more teams of researchers in the field going dark because they got pulled into some tight-lipped NSA project. If we wait until we have an unambiguous path to QC, it might well be too late.
To avoid the scenario where for a prolonged period of time the intelligence community has secret access to QC, researchers against that type of thing are incentivized to shout fire when they see the glimmerings of a possibly productive path of research.
> one or more teams of researchers in the field going dark
If the intelligence community is going to nab the first team that has a quantum computing breakthrough, does it actually help the public to speed up research?
It seems like an arms race the public is destined to lose because the winning team will be subsumed no matter what.