I think they are trying to say that since England doesn’t get an NO for no German subs on the board it doesn’t give Germany the need to build subs and in general building units towards England
That makes partial sense. I still think you need submarines for Germany, but a lot less. Before you needed 4 in SZ 109, 2 in SZ 106, 2 in SZ 82. Now you need 2 in SZ 109, 1 in SZ 106 and 1 in SZ 82 to get almost the same results as before.
What the change does, however, is weaken England to the tune of 5 IPC a round. There’s not a bat’s chance in hades that England and America are putting units in Paris until the game is already over (but the axis won’t concede). Essentially, what Larry did, was to remove 10 IPC a round from the Allies give the Axis a significant boost in buying power in relation to the what the Allies used to get.
It also means that the Allies dont ahve to go beserk trying to kill every submarine on the board too.