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Soft Underbelly
Executives at car companies have suddenly had to answer questions about potential entrants into their business. This is a big change. I don’t recall a time when this was necessary for over 30 years. For decades the questions have been about labor relations, health care costs, regulation, recalls and competition from other car makers. To ask Continue reading
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How quickly will ads disappear from the Internet?
I was always bemused by the notion that the Internet was able to exist solely because most users did not know they could install an ad blocker. Like removing Flash, using an Ad blocker was a rebellious act but one which paid off only for early adopters. But like all good ideas, it seemed obvious that this idea would spread. What we Continue reading
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Apple Assurance
Apple is categorized as a vendor of consumer electronics. More specifically, a member of the “Electronic Equipment” industry in the “Consumer Goods” sector. If indeed this is what it’s thought to be selling, there is a problem because it isn’t what its customers are buying. Apple’s customers buy a mix of hardware, software and services under a Continue reading
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Asymcar 24: Get rid of the Model T men
Should organizations hire people with industry skills and experience or capable, driven outsiders? Horace shares tales from Henry Ford’s personnel practices during the Model T to Model A transition. A discussion of aesthetics and jobs to be done. Tesla’s development, supply chain, aesthetics and market position while contrasting that with Toyota’s introduction of the Prius. Continue reading
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The Critical Path #158
Horace interviews Whitney Johnson about her new book Disrupt Yourself. How can the theory of disruptive innovation be applied to you? How can you disrupt yourself? Source: The Critical Path #158 Continue reading
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Fluid Coupling
When exactly did enterprises become late adopters of technology? We know that they were some of the first buyers of computers. IBM sold tabulating and later computing machines to businesses starting in the 1910s. During the 1980s it was businesses which bought PCs in significant numbers to augment, and later replace, their centralized computing resources. Continue reading
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Influencer Insights Podcast | Kea Company’s Influencer Insights
Over the last couple of years we have been witness to the rise (and fall) of new research initiatives. What defines them, and what drives them to take on the market as they do? Hosts Thom and Derk Erbé are joined by Phil Fersht, Michael Coté, William Tincup and Horace Dediu. The panel drills down on Continue reading
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The Critical Path #157
Horace discusses the recent market turmoil and takes listener questions on everything from Alphabet to SpaceX. Source: The Critical Path #157 Continue reading
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The Critical Path #156
Horace and Anders discuss Uber’s transportation business and discuss how software modularizes the world. In the second half of the show, they take listener questions posted to Twitter using the hashtag #CriticalQuestion. Source: The Critical Path #156 Continue reading
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(Much) Bigger than Hollywood
Eddy Cue seems like a nice guy. I can’t say that for sure as I’ve never met him, but he seems to be amiable enough. Maybe it’s because he has a seat on Ferrari’s board of directors. Maybe it’s because he enjoys dancing. Or maybe it’s because he’s in charge of the only real “division” at Apple. All Continue reading
