I wouldn't over analyze it. The gist of what he is saying is that the real innovators are the additive companies and base oil producers, not the blenders. There is some truth to that but Amsoil does have a good list of "Firsts".
Reverse engineering probably takes place all the time in this industry. Amsoil clearly reverse engineered the Castrol fluid. You're also talking about two companies that have been doing this for over 30 years.
Prior to GF-4, Amsoil was using the cheaper Mg.ASL/ATM today look identical to Mobil 1 from a few years ago. Different base oil blends I'm sure.
http://neptune.spacebears.com/cars/stories/amsoil.html
Amsoil is essentially a beefed up M1. I don't mean they copied M1, but their general formulating philosophy is most similar to Mobil being they are using their PAO base oils with an additive package from LZ or Infineum.
I highly doubt Amsoil, being such a small company, was able to be "cutting edge" throughout their "entire" history. They rely on the industry to come up with better additives/base oils work closely with the additive suppliers.
Btw, Hatco helped develop the first Amsoil API motor oil.
Notice what he said about PAO's is how Shell feels. Solvency is a draw back to PAO's.
I really agree with this:
Quote:
Any supplier touting one specific additive might very well be using that as sleight of hand to distract you from thinking about the rest of a fairly pedestrian formulation.
The same goes for touting one property. "We have 8 ZILLION times better wear protection than Brand X (and those deposits all over the place, uh, they give you extra rust protection, yeah, that's the ticket.)"
Think of a lube formulation as a partly filled balloon. If you squeeze it one place, it's going to bulge out somewhere else. You can also think of an additive like a drug, it's got beneficial properties and side effects. If you push too hard on one property, it's going to hurt you somewhere else. Better suppliers will try to give you a comprehensive formulation that gives the best possible overall performance the current technology can provide."