Many great points here. The collective is still young enough to let grow in an organic manner. The implementation of these councils have taken away a lot of energy from the main concern you bring up about tokens being further behind the projections going into year 3.
I think looking back down the road there will be a lot of confusion as to how the OP governance has formed due to these quick decisions being made to put different councils into place.
3 years later and here we are. The balance of power between delegates is being discussed and many conflicts have already left people wondering if we should be voting on CoC violations. Which take away the focus from much more important issues.
There has been a lack of focus on Grantee accountability and that surely can’t help the token house understand how OP is making an impact. In my opinion there needs to be more data driven initiatives from these protocols. Instead of seeing large sums of OP tokens being distributed and never hearing about it ever again.
It’s great that Optimism has formed so many partnerships but it would even better if PROOF OF IMPACT threads 
like the one I created on the governance forum were actually utilized by other members of the collective to show any impact at all… More community participation is needed from the grantees who are dedicated to showing others how to set a positive example.
I highly encourage others to take the initiative themselves. We are highly dedicated to building on the Optimism network and it has been extremely difficult to find the support for our project here despite our contributions directly to the network. It has made us think twice about whether this is the right approach to building. We have continued working together with our team and at a certain point in time it became apparent that our independence would carry our project forward.
Dumping all of our resources into building on Optimism from the funding we received in the RetroPGF round 2 did nothing to help us with a grant application for a builders grant either.
These types of opportunities appear to be hopeless no matter how deep your commitment goes. Especially if you are hit with one of these suspensions like Carlos is at the moment. We can also say that the CoC violation may have also contributed to the way that council review members evaluated our proposals during Cycle 14 & 15 of the application period for the formal grants process. We were denied for both cycles.
Not only that people have dropped off like flies when it comes down to the amount of contributions that were being made to the RetroPGF.eth address directly from a number of our projects which hurts the overall collective.
You can see how this relates in our dune analytics charts. There is a shear drop off that occurred when we were suspended for 3 months from the discord & governance forums.
https://dune.com/fractalvisions/rpgfdonations
During that time period we were not allowed 
to apply for any grants & were completely excluded from forming our own alliance or mission for the collective.
So please 
take things like this into consideration when making big decisions. We are a small team of dedicated builders who had their spirit crushed by the governance here.
It’s amazing how things have changed over the last year.