Core thesis: turn the AMS-QQ-A qualification graph into a proprietary digital asset. Every mid-cap aluminum/aerospace prime faces the same regulatory paper trail. Matter Loop becomes the only operational "router" through this bureaucracy.
Productized SLA: "we deliver test-report against AMS spec X within Y months, OR you pay nothing." Outcome-based pricing.
12–18 months — window before the Periodic / Lila / CuspAI Series-C cohort crisis manifests publicly. Atlas must be published, semi-public asset with a named test-lab partner and a measured AMS milestone from RA88.
Codify aerospace Al qualification graph as proprietary asset; sell time-to-AMS-listing SLA as productized LaaS.
Insight #1, #4; HRL→NASA Al 7A77 ~2yr precedent.
Single-vertical capital trap caps at $30-80M ARR without expansion playbook.
Close RA88 with measured AMS-listing milestone; signed info-share with one independent test lab.