Abundance Dynamics · Investor Appendix
Silk Trials & Open Cocoon
Sequence, don’t blur. R&D nights prove the cocoon. Live days prove the heart. Myth can say “nights” for both; diligence keeps the labels.
| Silk Trials — 100 Nights (R&D) | Open Cocoon — 100 Days (Node One live) | |
|---|---|---|
| Job | Prove night build before the park fills with children | Prove joy + overnight becoming under real humans |
| Site | Fenced pilot pad / edge of future Node One | Ticketed themed park + lodging + RV/resident lots |
| Convinces | Hard-tech diligence | Hospitality / cash-flow diligence |
| If skipped | Pretty park that can’t become a city | Cool robots nobody loves or pays for |
Stack: Silk Trials → go/no-go → Node One vertical → Open Cocoon → network thesis (Node Two+).
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Deck lines: Before open: 100 Nights controlled trials. After open: 100 Days live joy + overnight becoming.
A. Silk Trials · Nights 1–100
Success: minimal overnight babysitting · segments done by dawn · morning QC · neighbor-quiet · cost/time ↓ weekly · intentional defect heals overnight.
Timeline
| Nights | Focus | Dawn proof |
|---|---|---|
| 1–10 | Safety + single-cell print | Full night, no abort |
| 11–25 | Logistics + material feed | Fewer human touches |
| 26–40 | Wall / pad / path modules | Guest-path quality |
| 41–55 | Multi-machine ballet | Schedule holds |
| 56–70 | Utilities in the pour | Systems inside structure |
| 71–85 | Noise / light discipline | Hotel-next-door profile |
| 86–95 | Self-heal drill | Break → night patch |
| 96–100 | Dress rehearsal | Mini growth-ring |
Holds: nightly log · cost/time curve · incidents · dusk→dawn film · go/no-go memo. Out: rides, mobility passes.
B. Open Cocoon · Days 1–100
Success: guests pay & return · lots occupy · night build doesn’t poison sleep/splash · weekly visible progress · learning under load · membership rails pre–Node Two.
Timeline
| Days | Focus | Public proof |
|---|---|---|
| 1–14 | Soft open, hybrid ops | Works on a Tuesday |
| 15–30 | Weekend load | Cash + crowd patterns |
| 31–45 | Night growth edge on | New path/wall/garden |
| 46–60 | RV / resident rhythm | Living, not only visiting |
| 61–75 | Repair under stress | Fix without drama |
| 76–90 | Progress/pass pilot | Network embryo |
| 91–100 | Board pack | P&L + cocoon + next node |
Metrics
| Day | Night |
|---|---|
| Admissions, ADR, F&B, occupancy | Modules / linear feet |
| NPS, safety incidents | Abort / rework rate |
| Staff hrs / guest · repeat intent | Human touches · $/module |