Separate operational vs market signals: production throttles, investm…#90
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…ent doesn't The previous commit used effectiveDemand for everything, which killed the expansion feedback loop. Supply grew slowly because: - Tightness used effectiveDemand (low for non-bottlenecks) → weak expansion signal - Expansion forecast used effectiveDemand → no capacity builds triggered - GPU backlog excluded component gating → no plan growth pressure Fix: split into two signal channels: - Operational (production, delivery, inventory): use effectiveDemand → prevents unbounded inventory in non-binding components - Market (tightness, expansion, GPU backlog): use planDemand → preserves investment pressure that resolves bottlenecks This mirrors real supply chains: Samsung builds fabs based on 5-year order books (planDemand), but runs assembly lines based on current orders (effectiveDemand). The full demand signal drives investment while actual consumption governs day-to-day production. https://claude.ai/code/session_01PHK9qmguUSTyvykAoho467
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…ent doesn't
The previous commit used effectiveDemand for everything, which killed the expansion feedback loop. Supply grew slowly because:
Fix: split into two signal channels:
This mirrors real supply chains: Samsung builds fabs based on 5-year order books (planDemand), but runs assembly lines based on current orders (effectiveDemand). The full demand signal drives investment while actual consumption governs day-to-day production.
https://claude.ai/code/session_01PHK9qmguUSTyvykAoho467