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Obviously depends on where you look for this kind of reasoning, but I don’t think it is compatible with data in general.

Sweden’s death graph totally looks like “inventory of likely-to-die people exhausted”, regardless of testing (they have not changed recommendations or actions).

Israel had no first wave in April (it had a blip, which turns out was essentially limited to ultra orthodox religious which are about 15% of the population).

In September, the official 2nd wave but really 1st wave struck the entire population - and testing capacity was already high (about 0.7% of the population tested daily). And the stats looked way too similar to other countries’ first wave.

The US is a weakly connected network of hundreds of different repositories, which makes it really hard to observe similar processes - they are not visible on aggregate.




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