Sort of related (conceptually) to the Flexport CEO's recent thread (https://twitter.com/typesfast/status/1453753924960219145 https://twitter.com/typesfast/statu

Sort of related (conceptually) to the Flexport CEO's recent thread (https://twitter.com/typesfast/status/1453753924960219145 https://twitter.com/typesfast/status/1453753924960219145) about ROE and just-in-time production, and their impact. There was a long HN thread about that as well (https://news.ycombinator.com/item?id=29029825 https://news.ycombinator.com/item?id=29029825).