These are really good questions.
It makes me think back to my query in the original Metagov discussion on this - where does the name ‘Open Domain Protocol’ come from because it does not seem like a protocol, nor is there clarity on which aspects of it are open.
It is certainly the case that a lot of clarity is needed into what exactly is being proposed.
The ‘Investment Committee’ being proposed will seek to answer these kinds of questions. I am a proposed member of that committee and I would not support moving forward with this investment without answers to these questions.
I agree that Josh, and Intercap have done a great job thus far but prudent due diligence is important for an investment of this size.