Story time: I worked on Google Fiber years ago. One of the things I worked on was on services to support the TV product. Now if you know anything about video delivery over IP you know you have lots of choices. There are also layers like the protocls, the container format and the transport protocol. The TV product, for whatever reason, used a transport protocol called MPEG2-TS (Transport Streams).
What is that? It's a CBR (constant bit rate) protocol that stuffs 7 188 byte payloads into a single UDP packet that was (IPv4) multicast. Why 7? Well because 7 payloads (plus headers) was under 1500 bytes and you start to run into problems with any IP network once you have larger packets than that (ie an MTU of 1500 or 1536 is pretty standard). This is a big issue with high bandwidth NICs such that you have things like Jumbo frames to increase throughput and decrease CPU overhead but support is sketchy on a hetergenous network.
Why 188 byte payloads? For compatibility with Asynchronous Transfer Mode ("ATM"), a long-dead fixed-packet size protocol (53 byte packets including 48 bytes of payload IIRC; I'm not sure how you get from 48 to 188 because 4x48=192) designed for fiber networks. I kind of thought of it was Fiber Channel 2.0. I'm not sure that's correct however.
But my point is that this was an entirely owned and operated Google network and it still had 20-30+ year old decisions impacting its architecture.
Back to Homa, three thoughts:
1. Focusing on at-least once delivery instead of at-most once delivery seems like a good goal. It allows you to send the same packet twice. Plus you're worried about data offset, not ACKing each specific packet;
2. Priority never seems to work out. Like this has been tried. IP has an urgent bit. You have QoS on even consumer routers. If you're saying it's fine to discard a packet then what happens to that data if the receiver is still expecting it? It's well-intentioned but I suspect it just won't work in practice, like it never has previously;
3. Lack of connections also means lack of a standard model for encryption (ie SSL). Yes, encryption still matters inside a data center on purely internal connections;
4. QUIC (HTTP3) has become the de-facto standard for this sort of thing, although it's largely implementing your own connections in userspace over UDP; and
5. A ton of hardware has been built to optimize TCP and offload as much as possible from the CPU (eg checksumming packets). You see this effect with QUIC. It has significantly higher CPU overhad per payload byte than TCP does. Now maybe it'll catch up over time. It may also change as QUIC gets migrated into the Linux kernel (which is an ongoing project) and other OSs.