Part I is a review of the “automotive stack” and note how there is no singular event that seems to affect disruptive change. From changing jobs to be done, modular design and manufacturing processes, powertrain evolution, urbanization, environmental interests, regulation and taxation. Part II is a review of a framework of analysis based on sources and uses of … Continue reading “Asymcar 17: 27 Quadrillion BTUs”
You can hear this as an MP3. [It’s important to understand just how much the theory has evolved in the last 10 years. Much more perhaps than in its first eight.] Doug Kaye: Hello, and welcome to IT Conversations, a series of interviews recording and transcripts on the hot topics of information technology. I am … Continue reading “Ten years ago: Clayton Christensen on Capturing the Upside”
There are 7.1 billion people on Earth. Coincidentally there are also 7 billion mobile connections. Those connections are held by 3.45 billion unique mobile subscribers.1 Unsurprisingly, the largest national mobile markets (by number of subscriptions) correspond closely to the most populous nations. Considering smartphones, last year 1 billion smartphones were sold and the number of … Continue reading “Postmodern computing”
In February I asked Why doesn’t anybody copy Apple? Put another way: Why is it that everyone wants to copy Apple’s products but nobody wants to copy being Apple? Being Apple means, at least: Insourcing all aspects of operations which affect the customer experience. Increasingly that has meant insourcing everything, a toxic idea to every MBA-trained … Continue reading “Who's next?”
Horace Dediu and Jim Zellmer discuss the pleasures of traversing continents by road. This leads to a grand tour of powertrains, composites, fuel efficiency, regulation and Tesla’s luxury market entry. Which naturally leads to a conversation on emerging auto modularization, apps and ecosystems and where value will accrue. via AsymCAR 3: Road Trip | Asymcar.
Early data shows that the PC market has not experienced a “pop” from Windows 8. Market watchers have been anticipating this pop since every previous version of Windows has led to a surge in shipments. PC vendors have also been hoping for this to lift their volumes. Volumes have been stagnant for a while, as … Continue reading “Below the Surface”
This is a transcript of a voice interview conducted April 19th 2012. The interview is available as an audio file here. — Jim Zellmer: I thought we’d start by describing your education from the beginning, Horace. Horace Dediu: OK, that’s good, yeah. I like to say I’m the product of the public school systems. I … Continue reading “Jim Zellmer interviews me about my life”
The phenomenon we call business disruption could benefit from a different name. Although it signifies a disturbance or an interruption in an industry, it’s much more than that. The nominal definition I work with is that disruption is the “transfer of wealth in an industry from dominant incumbents to disadvantaged entrants.” It’s a convenient definition … Continue reading “What is disruption and how can it be harnessed?[1]”
Here are the highlights from RIM’s latest quarter: 14.1 million BlackBerry smartphones shipped, 13 million sold through 150k PlayBook shipped with sell-through slightly higher. 800k PlayBooks shipped so far. BlackBerry subscriber base up to 75 million High growth cited for U.K., France, South Africa, Mexico and Argentina, Indonesia, Saudi Arabia and South Africa. RIM is the #1 … Continue reading “The parable of RIM”
There is finally enough information to try to give an estimate of the smartphone market as a subset of the overall phone market. The chart to the left shows the overall picture. To sum up: The smartphone market has now reached over 30% of shipments. Non-smart devices are at 69% of total. The individual phone … Continue reading “The Global Smartphone Market Landscape”
