For what it's worth, I 10000% agree with your gut feeling, and mine is a gut feeling too so I didn't mention it on HN because we typically don't talk about thes

For what it's worth, I 10000% agree with your gut feeling, and mine is a gut feeling too so I didn't mention it on HN because we typically don't talk about these types of guts feelings because of the directions they become speculative in (+the razor), but what you wrote is exactly what is in my head, fwiw.