Weekly Assorted Links (10/27)

Hi all, I’m back after a very long break. Rather than the more structured format of previous Six Bullet Saturdays I’m going to test out this new format of highlighting interesting things I’ve read during the week or happenings I wish to comment about. From a writing perspective, this also allows me to add bits and pieces throughout the week as opposed to sitting down on Saturday night and reflecting on everything I’ve done during the week. This may or may not mean I post less regularly about more personal happenings but perhaps the occasional long form piece I write will make up for it. I’ve also added a Things I Like section in the menu where I list the places where I most frequent for non-news content. As always, thanks for reading. Now onto this week’s post:

  • Tesla Model 3 Teardown – Bloomberg
    • Pretty interesting read about Tesla’s evolving—and still very nascent—manufacturing capabilities. Turns out not only is building cars hard, it is extra hard if your head design guy worked at Apple and not Daimler or GM before joining Tesla. But hey did you see that cool tent?
    • Much more interesting is Munro & Associates, the folks who did the teardown report. Turns out they have done similar design and manufacturing analyses and recommendations for companies like GM to General Dynamics Electric Boat, makers of the Virginia-class submarines. This reaffirms a strongly held opinion of mine that red-teaming is one of the most productive exercises for any operation/management project.
  • The Surprisingly Not Totally Boring Search For Who Invented The Spring Bar – Hodinkee
    • Great deep dive on the wonderfully innocuous thing that holds your watch to your strap.
  • Out-Sourced Profits — The Cornerstone of Successful Subcontracting – Dr. L.J. Hart-Smith/Boeing (Highly recommend!)
    • Exploring the failures of McDonell-Douglas’ management of the DC-10 and lessons to be taken away. Hidden costs—such as transportation from factory to assembly, varying quality of the same part across different sub-contractors, and the need to write very detailed manufacturing instructions—are everywhere and, well, hidden from accounting figures. Hart-Smith also touches on the myths of downsizing and automation. But perhaps most importantly: If the goal is to minimize costs, there is no substitute for doing things right the first time!
    • An interesting dichotomy between highly sophisticated physical products—such as planes—and digital products. While being the systems integrator in the physical world means losing out on value, this is flipped in the digital realm where being the systems integrator (i.e. platform) remains the most sought-after goal. Another reminder that zero marginal costs don’t exist outside of the world of 1’s and 0’s.
  • Kawhi Leonard being a wizard. Further proving that not only is he a basketball playing robot-demon but that he also has eyes on the back of his head.
  • Jumping on the Amazon HQ2 speculation bandwagon for a second, I think more than ever that it will be in the D.C. area. More specifically on the border of Arlington, Virginia and Maryland. Not so much because D.C. is a wonderful city (it is) but for the simple reason of senators and getting allies in government. That is neither a good thing nor a bad thing but rather merely reflects the maturity in Amazon’s growth.
  • UAE using American PMCs in Yemen.
    • There isn’t really anything new with the use of contractors in wars—especially modern ones—but this is one of the first known instances of American mercenaries being used for direct action (i.e. killing people). To be clear, it is very illegal for the U.S. to use PMCs for direct action operations but it is unclear what American citizens can do for other countries. Personally, I feel that this has been a long time coming. In recent years there have relatively high profile PMC actions such as Nigeria’s hiring of South African PMCs to beat back—successfully—Boko Haram and Russia’s adoption of PMCs in Syria and Ukraine as part of their continued experiment with hybrid warfare. This trend, I think, will be even more pronounced in the future as modern warfare is not so much about peer-state competition (ex. tank vs tank) but rather asymmetric (ex. cyber, proxy-wars, targeted strikes, etc.)
    • The advantages for Gulf states using PMCs are simple and clear: they’re expendable and give you relative deniability, flexible and adaptable to operational needs, highly trained (at least more so than your own troops), and can do things your normal military can’t legally or politically do. Also, in a certain sense, this has been the model for Gulf state military power for a long time. As one State Department person I met in Amman explained: “The Saudi’s buy top of the line American equipment and put them in storage the moment they arrive, waiting for the day when American soldiers will fly across the world to pilot American weapons to fight a Saudi war. Why? Because their own people are too damn incompetent” Feasibility and probability aside, I think people generally forget just how difficult (not to mention expensive) it is to run a professional fighting force. Easier to just outsource it.

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