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
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
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
We are ready to roll out Airshow 2.0, a redesigned curriculum for motion-based data presentations.
Three years ago, we created the Airshow concept as a study of how stories come alive using data. We drew inspiration from cinematography and combined with the work of Welles, Tufte and Rosling to build a new theory of presentations. We offered explanations of:
- How and why are presentations different from one-on-one interactions?
- Will new user interface metaphors such as touch help tell stories better than the slide advance clicker?
- Are motion and interaction an effective ways to present? If so, how are they to be choreographed and directed?
- How does “camera position” affect a data story?
Since that initial concept, we have learned far more.
Airshow 2.0 moves beyond executing a story in pixels to the writing and directing process. As before, we teach using the process itself: through stories presented as data.
A full-day presentation of Airshow 2.0 will debut on May 28 in Boston. We will also hold a special performance in San Francisco on Saturday June 11 (weekend before WWDC) to commemorate Airshow’s third anniversary.
To register, or for more information, see http://airshow.io/ . A 30% discount is available to early registrants.
Horace explains why he was wrong about the BMW i3. Also, more Q&A.
Source: The Critical Path #173
On this special “in person” edition of the Critical Path, Horace and Anders discuss Apple’s latest product offerings, the iPhone SE and the new 9.7 inch iPad Pro 9.7, and take listener questions via Twitter.
Source: The Critical Path #172
We talk finance and other curiosities with Sviatoslav Rosov PhD, CFA, Analyst.
Beginning with Henry Ford’s “Old Fashioned Layaway Plan” followed by the launch of General Motors Acceptance Corporation, the Certified Pre-Owned sleight of hand and today’s auto sales finance and reporting controversies all shaped the industry. Finance is one of many vectors which tie the system together into what its is.
We once again explore the other vectors that might open disruptive opportunities for an entrant. Wide ranging discussion touching all the big points ultimately asking whether Big Bang change is coming. Or will it the big whimper?
Source: 5by5 | Asymcar #30: Asymcar 30: The Big Bang
Why is an expert on disruptive technology “worried” about financial innovation?
Excerpt from “Chaos Is Hard to Predict”
Does technical innovation always end in displacement/ replacement?
The professions being challenged include physicians, lawyers, consultants, and analysts. Algorithms and sensors could conceivably displace some subset. However, it’s not a certainty. One way to fend off automation displacement is to redefine and change the scope of the profession.
The classic example is from the birth of the Industrial Revolution. As machines replaced certain tasks, new jobs were created which required higher skills and hence edu- cation, leading to universal matriculation and eventually the popularity of higher education. Professionals need to “invent” new jobs for themselves as a means to keep disruption at bay.
Read more: CFA Institute Magazine.
In Apple’s first 40 years it shipped 1,591,092,250 computers.
This shipment total is higher than any other computer company in its first 40 years. Actually there are no other PC makers that are 40 years old. One computer maker (IBM) is older but they only sold PCs for 24 years and what they still sell they don’t sell in high numbers.
That does not make it the top seller in a given year. Looking at only the Mac, Apple’s traditional form factor personal computer, Apple has only returned to the top 5 last year. Only if including the iPad it was the top computer vendor in 2011 and including iPhone, it was first in 2009.
After having a 40 year run and after selling more computers than all American and Japanese computer companies put together, how should we think about the next 40 years?
First, clearly Apple shifted from being a “computer company”. It has already changed its name to exclude the word “Computer” but that has been interpreted as saying that it sells devices (which happen to also be computers.) The word “computer” is already archaic. We stopped using computers to compute in the 40s. We used them to make decisions, keep track of things, speed things up and then to communicate and then to entertain.
Devices, it seems, are what customers mainly use to do, well, everything. Computing has grown to encompass most activities we engage in. So is Apple then a device maker?