At this point, I think I'm going to refrain from answering your question directly, but rest assured I'm not ignoring it.

I'm in the interesting (and somewhat surprising) position that my intuitions may have shifted somewhat since last I thought about these matters in depth.

I'm not quite sure what to do about that yet. Either in terms of my general thoughts about how to respond to changes in intuitions, or in terms of how I would update if I decided to run with the new ones. I worry that trying to answer immediately could bias my response towards rationalizing my existing set of beliefs, and I don't want to do that, so I'm going to take some more time to think through things.