I've spent quite a bit of time in discussions and analyzing the financials with Dave. The DAO doesn't have to keep the company afloat for 2 years. I think the realistic situation is that if we don't want to do a deal like this that gives the more breathing room to develop new features without immediate return, they're likely to further cut expenses and have another core set release this fall.

Instead of waiting for the situation to get bad or trying to do these piecemeal proposals every time the company wants to sell something, we just looked at a way to formalize a plan for the next two years. I think it aligns incentives between the DAO and the company quite well while giving the DAO a good chance at profit and co-ownership of the IP.

It's up to the DAO whether or not we feel this is a good proposal and worthwhile risk.