I expect them to recover, they are Ancient Zoans after all.
Ulti was already KOed by Yamato and stood up again, Jack was defeated by the Sulong Dukes and he's back, etc.
Oda may be using Mama to nerf Nami and Usopp's opponents. I don't think it's the case that Oda built up Ulti vs Nami only to completely ignore the build up.
The same reason law didn’t unsheathe his sword till 1010. It’s for Oda to stall.
Oda was heavily involved in stampede he used haki.
Kidd said what haki did luffy use when he punched kaido so he obviously has armament Oda just isn’t drawing him with it yet because it’s not important yet
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