After reading through the proposal and speaking directly with @maxlomu I am, broadly speaking, in strong support of this proposal. It seems that Max has identified a valuable, currently unfilled niche that will help keep the Arbitrum ecosystem competitive.
Re Opco:
we believe that the Arbitrum Foundation’s ecosystem team, alongside Offchain Labs’ business development team, can likely address any high-impact opportunities without requiring a separate program with additional funding from the DAO.
I think that to better make the case for the DAO to follow the loose AAE framework, Opco should
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Propose ways this initiative could be incorporated into pre-existing AAE-related work,
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Explain why this proposal is duplicative with work already being done by the AAE-entities, or
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Argue as to why this vertical (loans/liquidity provision) shouldn’t be perused by the DAO in general.
I echo others’ response in that I see the response given as insufficient, and worry that it gives the impression that the AAE framework (at least in this case) is limiting the DAO’s output instead of coordinating it.