Thanks for sharing your personal positioning on the program @nick.eth
@5pence.eth alluded to this in the Metagov calls, but perhaps posts like this could be collated in the new ‘Service Provider’ forum category. Perhaps a ‘Delegate Viewpoints’ section would be useful to supplement the existing categories and allow a public platform for delegates (who are representatives of the DAO) to express their viewpoints on what they would like to see.
Generally I agree with your three categorisations, and your commentary on duplication. I think more intentionality should be given by the DAO to designing this upcoming iteration of the program so as to avoid unnecessary duplication.
I think acknowledgement of this (which I agree with) is indicative of a viewpoint that a misallocation of limited resources will likely occur. That is, in my opinion, a problem.