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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 Continue reading
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Counting Apple’s Customers
Berkshire Hathaway, led by Warren Buffett, now owns about $1.4 billion of Apple. Occasionally we hear about various “celebrity investors” taking positions in the company or exiting those positions. The last one I remember was Carl Icahn. He seems to have exited Apple before Berkshire entered. There are some who will act because of these decisions. Continue reading
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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 Continue reading
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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 Continue reading
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The most popular product of all time
The following is a list of the best-selling products across several categories: Car model: VW Beetle 21.5 million Car brand: Toyota Corolla 43 million Music Album: Thriller 70 million Vehicle: Honda Super Cub 87 million Book Title: Lord of the Rings 150 million Toy: Rubik’s Cube 350 million Game console: Playstation 382 million Book series: Continue reading
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My favorite questions
What is an innovation? What is the difference between ideas, inventions, novelties, discoveries and creations? What is a disruption, formally-speaking? Also, what is it informally speaking? Why the distinction? What is Performance (or P-space)? How does Performance relate to utility, quantity, price and other microeconomic concepts? What is a new market? How do we distinguish a Continue reading
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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 Continue reading
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Tesla and SolarCity: Straddling the modular/integrated divide
A merger is the result of two entities in the same business joining forces. It is usually justified through “synergy”, a euphemism for removing redundancies from their unity. Arithmetically, the desired outcome is that the resulting organization should be smaller than the individual parts (which is desired if the available market is shrinking.) An Integration is the answer to Continue reading
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Missing the boat in music
When Spotify and Pandora were starting their streaming services many were quick to point out that Apple was about to be disrupted. The future, they said, was streaming because (young) people could not be bothered with ownership of music and the limitations of a personal collection. Who would want to pay for a few hundred Continue reading
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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 Continue reading
