Lanes
One lane at a time — the goal, the critical path, and the current wave of blockers.
MCP surface
Thesis pillar 3 — "Agentic AI + MCP." The investor deck claims first-in-category MCP-native. Audit (2026-07-26) found the hosted server IS live at mcp.tactile.to with real OAuth production traffic (14 clients, 11 tokens) — but the code's own deploy banner still says "NOT DEPLOYED" (stale), and tool coverage is genuinely incomplete: roughly half the 147-op catalog are proposer stubs that never mutate state, and 2 of 14 destination types (Action, Bluetooth) have zero MCP presence at all. Not cuttable: this is a stated structural moat.
SECURITY: hosted MCP tool agent.approval.resolve may let the model approve its own proposals
Found overnight 29→30 Sep by the ops sweep (static read, untested): the hosted MCP server appears to expose agent.approval.resolve to the model, and the handler does not check the approval's status or who is resolving it — so an AI client could approve the action it just proposed, bypassing the human approval step.
No dependencies in this wave — nothing gates it, and nothing waits on it.