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Cake day: June 25th, 2023

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  • When I pressed him to consider the social consequences of his work, he acknowledged that he and his business partners had discussed contingency plans for laid-off workers. Those who are higher-skilled could be used to train the next generation of robots, he said. He did not say how he would deal with lower-skilled workers.

    As government subsidies flood the robotics sector, Chen and his peers are bracing for the usual pattern: price wars and cost cutting manoeuvres that leave companies barely able to turn a profit.

    I’m curious as to what’s at the end of this race to the bottom. If workers are steadily being excluded from the job market, and even those running the companies are being forced to narrow their profit margins, the implied goal is to make a lot of stuff that nobody has time or money to use. I guess there’s some competitive advantage of economic dominance on the world stage, but it feels like even that is on shaky ground for one reason or another.










  • Yes, fair comment. If they have to retire the car because it’s shaking itself and the drivers to the point of failure, questions will be asked. So some of this is getting on the front foot and manage expectations. But I am baffled how how naive AM could be regarding the strength of Honda coming back into the fold as an engine supplier. It’s more likely they were set to struggle than not given they’re essentially in a rebuilding phase having lost personnel to RB.

    As you say, the vibration issue is potentially masking any other problems, and Newey seems to think that the chassis is a step ahead of others, but we won’t really know until this is resolved. And the lack of running is doubly punishing in terms of gathering data and insight. I guess I’m just wary because this feels very similar to the McLaren & Honda situation where Honda carried all the blame, only to find that McLaren had other performance issues outside of the PU.


  • But asked if Aston Martin had been aware of the level of the inexperience shortfall when they signed their Honda deal in May 2023, Newey, who joined Aston Martin from Red Bull last spring, said: "No, we weren’t”

    What?! That sounds ridiculous. And it goes on to say that AM only figured this out very recently. Given that RB lured many people away from both Honda and Mercedes to build their powertrain it seems obvious to check who at Honda is left to develop the engine from the original team when signing a large, expensive and important contract.

    Whatever the truth of it, AM need to have a good working relationship with Honda and whilst it might be convenient to blame them for their technical difficulties, surely it’s damaging a working relationship that should be very close so that it translates into performance on track.






  • I wonder how much of this is the big bet that they placed on buying up Activision Blizzard (plus other studios) and not being able to show enough growth on Gamepass?

    And now of course, with skyrocketing hardware costs, and the ripple effects of tariffs before that, even putting MS’s preoccupation with cloud services and AI to one side, the console business probably isn’t the money spinner it once was.