I'm not sure -- I think with Davis, the question is also one of relationships with the pitchers and not just framing or blocking. He does seem like he has the makeup and leadership skills for the position, so I don't think there's any reason to be cavalier about it, and I guess the flip side of what I said is that it just takes some time for a catching prospect to develop.
Even Adley spent two full years in the minors, and he's a phenom. The best case scenario might just be that we hope he still moves quickly enough to be a part of the 2024 team, and as part of that plan, we have a veteran catcher around who can help further his development when he arrives on the scene. It's not the end of the world if he gets a first baseman's mitt, but I also think that's a more visible sign of giving up on catching and there's no reason to think that's necessary just yet.
For example, with Perez looking like he's working out in the early going, maybe we spend some money to extend him with 2 years and an option. He's 33 now, but catchers can go for a while, and that's a relatively firm bridge to Davis.
There are 3 catchers on Greensboro, but so far Davis has caught the most, with Gutierrez catching twice and Endy catching once. Given Davis' bat, it seems like he should be able to handle the challenge of AA with an early callup, and then at that point it's mainly a question of how his work with the pitchers is going. An important and unfortunate wrinkle with him is that he didn't call games in college (true for almost all college catchers I guess).