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I agree with everything you said, but I must point out that Lean comes from Toyota. While most people know about the production system, which is indeed applied to factories, Toyota applies this to the product development too. Product development is much closer to what software development is. Unfortunately there is a lot of misinformation on the topic, but there is a very good book, called "Toyota Product Development System", which describes how Lean is applied there. There is an insane amount of valuable information in there, every software company should be at least aware of those engineering practices.

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