In the first part of this series, I emphasized that the China-speed gap is caused by the OEM-supplier integration “tax,” and that the answer is to bridge this gap within a defined DMZ (figuratively “demilitarized zone”) for the duration of a single program rather than acquiring the supplier or using constructs such as joint ventures. That was the why. This article is the how, or at least the first half of it. Read…
In every distressed safety-critical program I have walked into over the decades, there is a moment of genuine insight. I sit down with the senior engineers and project leads—the people who actually know how the system works—and within twenty minutes, they tell me exactly what is wrong with the project and exactly what would fix it. Read…
When BYD ships a new platform faster than its legacy competitors can complete a single ECU change request, the legacy OEMs struggle to explain why. The excuses are manifold, including cheaper labor, government subsidies, and lower safety standards. Read…
Last week, Anthropic CEO Dario Amodei said we might be “6–12 months away from models doing all of what software engineers do end-to-end.” Read…
Last year, as music is my hobby, I spent an evening creating professional-sounding songs with Suno. They sounded great, and I felt really good about myself—until I realized that tens of thousands of people are Read…
Large Language Models (LLMs) such as ChatGPT 5 and Grok 4 are becoming more capable and versatile. The real question is whether they can be used for serious work in automotive parts development. LLMs can Read…
A guy I knew years ago was the best guitarist in his small town. Local gigs, people actually came to see him. He was charismatic and really good at his self-taught double-hand tapping. Then he Read…
Last weekend, Sam Altman did something that should make every AI hype merchant pause. He hired Peter Steinberger. Not the company. Not the tech. The guy. The one-man band who, in a few weeks in Read…
Could Volkswagen face a decline similar to the “Detroit Big Three”?
Could VW become another GM, a company that filed for bankruptcy in 2009?
It appears highly unlikely, but in theory, it’s possible. Read…
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