I agree here. I think two reports are a good milestone. The first report is scheduled for November 22, and the second one for December 20. Hence, the contributors and community can analyze the performance data after Christmas and New Year’s.
Sorry for not properly explaining it. The idea is that for the currently discussed share increase (from 1% to 2% with EA enabled), I find the existing risk assessment sufficient. But once the module is fully permissionless, some of the factors (potential capture of a significant part of the module, Sybil attacks, etc.) will be more likely compared to EA mode, which mitigates most of them. Hence, I think that new research will be required.