Practical consequences
- Takt is set explicitly and low — on the order of 3 to 5 certified units per week at current staffing. Every WIP limit derives from it via Little’s Law.
- The only way to raise plant capacity is verification leverage, not more agents: reference-free judges that turn human review from “check everything” into “audit the auditor.” Every point of judge-alignment gained is capacity gained. This is Thesis 1 seen from the demand side.
- Overproduction is redefined. An agent built faster than it can be verified is not early; it is waste rusting in the yard. The classic first waste — building agents nobody asked for — gets a sharper sibling: building agents faster than anyone can trust them.