December 2015
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Month December 2015

Asymcar #27

 

We consider the landscape that Apple’s purported Titan project will address in a few years time.

Horace discusses the pattern of disruption powered by Moore’s law. We turn to the transportation sector and consider the “reimagining” of the car. We further consider scenarios, from sustaining where the current players grow, to new entrant opportunities.

The conversation diverts a bit into the regulatory and taxation regime, specifically US road funding is largely tied to fuel taxes. We note the odd situation where an entry level car driver pays fuel taxes while a luxury Tesla driver does not.

We speculate on Apple’s possible “meaningful contribution” to transportation and the required product, customer experience, sales channel, price and financing options.

Source: Asymcar #27

The Critical Path #164: Rocky II

Horace and Anders discuss viewing Apple’s business as a recurring revenue model, then touch on the iPad Pro somewhat unsuccessfully and host a very special guest.

The Critical Path #164

See also:

Rocky II video
Full episode of the show with video where available. Main segment begins at 39:39

Source: The Critical Path #164

My Favorite Apple Watch Myths 

Apple Watch was released April 10th 2015. Eight months later we are holding the first Apple Watch conference. To kick off the discussion, here are my favorite myths about this new product:

Source: My Favorite Apple Watch Myths | Horace Dediu | LinkedIn