Reading through various papers on geometric complexity theory (GCT), there is one thing, which pops up, while claimed in various places, that it is an approach to P vs NP, all the results seems to accumulate in conditional statements for VP vs VNP or NC vs #P. Are there any implications known, which connect the obstruction-based approach to VP vs VNP with P vs NP?
One more thing I keep wondering about is whether the attempts at separation through obstructions are strict, i.e. is there a class of obstructions, which exists if and only if $VP \neq VNP$?
Note: I use P vs NP here in the precise sense of Cook's hypothesis, not in the sense of P v NP in fields of certain characteristic as it sometimes appears in GCT papers.