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  • Asymcar 32: Tesla: the Numbers

    2:52pm By Horace Dediu
    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…
  • The Critical Path #175: There Is No Such Thing As A Free Service

    10:23am By Horace Dediu
    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
  • Announcing Airshow 2.0

    Apr 22, 2016, 3:57 pm By farshad
    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…
  • Asymcar #31 Serenity Now

    Apr 19, 2016, 11:59 am By Horace Dediu
    Brand (new) theory: 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” sub-brand from both a strategic and tactical perspective. Also a more nuanced review of…
  • The Critical Path #173 iPod, iPhone, iPad, i3?

    Apr 15, 2016, 3:41 pm By Horace Dediu
    Horace explains why he was wrong about the BMW i3. Also, more Q&A. Source: The Critical Path #173
  • The Critical Path #172 This is an iPad Pro and This is an  iPad Pro

    Apr 10, 2016, 7:04 pm By Horace Dediu
    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
  • Asymcar 30: The Big Bang Theory

    Mar 30, 2016, 1:00 pm By asymco-admin
    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…
  • Dialogue with Sviatoslav Rosov for CFA Institute Magazine

    Mar 29, 2016, 12:33 pm By Horace Dediu
      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,…
  • The Next 40

    Mar 28, 2016, 5:02 pm By Horace Dediu
    In Apple’s first 40 years it shipped 1,591,092,250 computers[1]. 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…
  • Significant Digits #3 

    Mar 23, 2016, 8:02 pm By Horace Dediu
      The latest episode of Significant Digits is available for download. In One Infinite we loop you in on the last show at the Loop. We expand on the small numbers and condense the big numbers.