Thread regarding Rockwell Automation Inc. layoffs

As a former employee, I'm actually shocked that AI hasn't resulted in more layoffs yet. But they are coming, as they are for most companies.

@gm correct but Blake won’t change. He has chased shiny objects fueled by McKinsey bullsh-t advice and a weak leadership team. The L9 was underpinning and late because of him. He delayed funding at least 2 years in a row while good talent exited the company in droves. There is no one who has a vision for what the company should do. Look at Beckhoff or even Siemens as stronger leaders and better vision. Too bad. Blake is just not a good leader of an automation company.

Blake is like a squirrel chasing the next shiny object. Whatever is new and trendy, he gravitates toward it — “Data Centers,” “AI,” “Robotics,” and so on. Before that, it was semiconductors and process automation.

Until Rockwell Automation acquires a truly capable robotics company, its robotics efforts — including the URC — will continue to deliver very low return on investment. Yes, data centers are being built at a rapid pace right now, but there’s growing pushback. The tax incentives they receive, along with their heavy water and electricity usage, are driving up utility costs for the public.

Blake needs to step back from chasing trends and refocus on Rockwell Automation’s core business. The company spends more than 10 years developing a platform, and the best the L9x can offer over the L8x is only a 2x performance improvement. That’s disappointing.

I anticipate a huge push for ruthless efficiency and Margins preservation.. Overhead roles/mid layer management roles etc are being scrutinized as well.