In trying to fix XA startup time, they've found that we search the filesystem for native AOT libs when we're working with bundled assemblies. From their output, it appears that they are hitting this else branch https://github.com/mono/mono/blob/master/mono/mini/aot-runtime.c#L2084 while using bundled assemblies, which means that the earlier lookup
info = (MonoAotFileInfo *)g_hash_table_lookup (static_aot_modules, assembly->aname.name);
is failing. This looks like a bug.
@jonpryor may have more info, he brought it to my attention.