[ccostes]

I think calling this a "wild-ass guess" undersells it a bit (either that or we have very different definitions of a WAG).Very well though-through and compelling case.

My biggest question is whether composable models are indeed the general case, which you say they confirmed as evidenced by the shift away from non-profit. It's certainly true for some domains, but I wonder if it's universal enough to enable the ecosystem you describe.