June 16, 2017 at 9:00PM •
Steve Anderson joins us for a deep dive into the two wheel (powered) world.
We discuss the cultural, safety, legal and engineering aspects of motorcycles and their smaller cousins.
A reflection on the Segway closes our conversation
June 3, 2017 at 4:00PM •
Would you buy this car?
We begin with a discussion of recent announcements and deal making. Horace questions our four wheel obsession and wonders if the next platform origin might surprise us.
The Economist recently asserted that data is the new oil.
We consider this statement in light of recent consortiums, from automotive linux to maps and data sharing schemes.
We note Asymcar's fourth anniversary and reflect a bit on earlier shows, including Richard Marks Eco-V (Asymcar 8) and David Levinson (Asymcar 7).
December 13, 2016 at 7:00PM •
Does place matter?
We consider geography, the hype cycle and S curves while reflecting on what is perhaps, at present a "phoney war"(1).
Does geography play a role in disruption? Are "hyped" optics necessary for the new new thing?
What skills are required for disruptive innovation in and around the auto ecosystem? How do cycle times (2) color our outlook?
A good conversation.
The Phoney War.
October 5, 2016 at 7:00PM •
Cycle times loom larger in the clash of the automotive and smartphone eco-systems. We reflect on BMW's i brand again, while the company appears to retrench and focus on their legacy facilities and cars.
We divert a bit into a discussion of new vs better and the business strategy supporting such choices.
Finally, financialization looms, perhaps an opening during the next downturn.
the last 5 minutes disappeared into the ether.. sorry.
August 16, 2016 at 9:00AM •
1 hour 4 minutes
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.
June 8, 2016 at 9:00PM •
1 hour 1 minute
Joe Rosmann shares his experience and perspective on our changing transportation system - "the most regulated industry we have".
Joe begins with three points:
Car costs continue to grow
Smartphones. Consumers can make dynamic real time choices about the best way to go from a to b 24 hours per day, 7 days per week (see the City Mapper app).
Autonomous vehicles can make lives safer and faster.
We close and reflect on Joe's assertion that "Algorithms are going to become regulatory mandated standards".
May 6, 2016 at 4:00PM •
1 hour 9 minutes
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.
May 6, 2016 at 1:00PM •
Anton Wahlman joins us as we dive into numbers, production curves and the clash between reality, vision and hubris over autonomous cars
Tesla'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.
April 18, 2016 at 7:00PM •
We dive into the new thing. Can a well known brand do something new? Must the new thing stand alone? Must it have a new name, a new distribution model?
We evaluate BMW's "i" initiative from both a strategic and tactical perspective. BMW, Ford and the other automakers have not a small number of new products and services, apart from traditional cars.
Jobs to be done appears again, as Horace expresses his single pedal "serenity" in traffic.
We close with a few quotes from Ford CEO Mark Fields.
March 29, 2016 at 8:00PM •
1 hour 4 minutes
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?
We once again explore vectors that might open disruptive opportunities for an entrant.