All we know so far is that Yates is the best Purito. All time gains/wins have been 2km punches. 2km punch from a 20 man group on Etna. less than 200m punch from a 10 man group on Sasso Tetto.
2km punch on a tiny hill today.
We've not have any indication how he, or Dumoulin, or Pinot, or Pozzo, do for that matter on a multi mountain stage where the field HAS to split apart sooner. So until then, I'd say it's still anyone's game. Yates is the best puncheur, that's what we know, so don't wait until the final 2km. Thats's clear.
However, I remember Yates being super strong in Paris Nice, yet cracking when put under pressure early in the final stage. He lost in the end to Soler but could've lost even podium if he hadn't returned in with the help of the Izagirre guys falling and dropping to his group.
There's still a lot of this Giro to go. Even if Yates is good on Zoncolan I wouldn't call it a day. because of that reason. I remember the cracking Yates, and that guy is just a human.