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The Critical Path #185: Lithium Iron Phosphate

Horace gives an update on his EVW electric car project, listener-contributed battery technology information and listener questions in this extended episode.

Source: The Critical Path #185

Asymcar #35: We Are Germans

Can utility companies be recruited to help sell Electric Vehicles when they reward their customers for using less electricity?

This plus the paradoxes of innovations in distribution, sales, regulation and the 1959/1960 Henney Kilowatt.

Source: Asymcar #35

The Critical Path #183

Horace and Farshad discuss Apple’s recent milestone of one billion iPhones shipped. They also answer a slew of #CriticalQuestions.

Source: The Critical Path #183

The Critical Path #180: Asking the right questions

Horace and Anders discuss the numbers from WWDC, what didn’t come from WWDC.  And cars!

Source: The Critical Path #180

Listen to “Is the shine off (the) Apple?” – Podcast

Apple is among the biggest companies in the world. But what has it done for us lately? We break down where the company is headed with help from two of the best Apple analysts in the game — Horace Dediu and Neil Cybart. How does Apple compete going forward? Will they introduce a car? Or are they doomed to a slow decline?

Source: Listen to Is the shine off (the) Apple? – Omny personal radio

The Critical Path #178: The Luxurious Internet Experience

Horace and special co-host Farshad Nayeri discuss Log Log Scale, the iPhone SE and Artificial Intelligence.

Source: The Critical Path #178

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