was just going to say the same... if i understand the situation correctly, it seems caused by "over optimization" of the whole chain, so when a surge in demand

was just going to say the same... if i understand the situation correctly, it seems caused by "over optimization" of the whole chain, so when a surge in demand occurred a "pipeline bubble" resulted that started the whole pileup?? in my understanding, this is why he stressed that being too optimized and efficient (demming says something similar) is actually dangerous... right?