Gm @Jujuboy
We left more of our thoughts on this topic with rational on why we believe this approach by @fgtv makes sense for Season 1 in the other thread here, but want to write a TLDR here too!
From our understanding, the Lisk team - previously to the start of Lisk DAO has already - have already started working with these teams, which means that all of the Builder Program budgets distributed to them now would be added as grants to be issued to graduating teams.
We always look at these programs by analyzing the program costs / resources distributed to builder teams - and from that angle this sounds like a great deal.
Also, these teams seem - as far as our online research can tell - to have a clear track record and pipeline, which is not something Lisk DAO would be able to build capacity for within the next months.
The alternative would be to not fund these Builder programs with additional grants - however in that case I suspect they would still run, just with less resources for Graduates, which we don’t think is a good outcome.