Like nearly all good things, it has outsized consequences when taken to the extreme. JIT iPhones? Sure why not? JIT ventilators and PPE? Maybe not great. Mayb

Like nearly all good things, it has outsized consequences when taken to the extreme. JIT iPhones? Sure why not? JIT ventilators and PPE? Maybe not great. Maybe it’s ok to have some slack in the production of those types of things, you know in case of emergency.