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Month May 2016

The Critical Path #176 The Over-Under Service Dichotomy

Horace talks about developments in Disruption theory. A fairly long and deep discourse on the state-of-the-art in innovation theory development.

Source: The Critical Path #176

Asymcar #33 Concept, Outcome and Pivot

 

Sam Abuelsamid reflects on the origins of BMW’s i program, today’s economics and the application of lessons learned.

We veer into supply chain details and consider the path that the legacy automakers have chosen.

The show closes with a discussion of Apple’s entry assets, supply chain power and business model evolution.

Source: Asymcar #33

Asymcar 32: Tesla: the Numbers

Anton Wahlman joins us as we dive into numbers, production curves and the clash between reality, vision and hubris over autonomous carsTesla’s “financial equation” merits much discussion interspersed with reflections on an EV landscape littered with government subsidies.We close with accounting, including a dissertation on variable costs and the burden of “dealerless” car sales.

Source: 5by5 | Asymcar #32: Asymcar 32: Running the Numbers

The Critical Path #175: There Is No Such Thing As A Free Service

We pause briefly from talking about cars to talk Apple’s quarterly. The China slowdown, the Watch as the future of computing, services and trusting an advising automaton.

Source: The Critical Path #175