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Asymcar 18: Cars of the People
Why did the Tata Nano fail? What is the future of low end disruption in the auto industry? What does sharing mean for cars? What are the jobs that spaces in cars are hired for that their makers don’t understand? Is Elon Musk an Industrialist? via Asymcar 18: Cars of the People | Asymcar. Continue reading
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The Critical Path #122: Where the Money is
How and why does Apple get paid for Apple Pay? Anders and Horace dive into the payments value chain and break it all down for you: whats in it for users, merchants, issuing banks and payment networks. What are the risks and opportunities for Apple? Is there a disruption about to happen? via 5by5 | Continue reading
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Tentpoles
When the iPhone launched, Steve Jobs introduced it as being three products in one: A wide-screen iPod A phone A breakthrough internet communicator When the Apple Watch launched, Tim Cook introduced it as being three things: A precise timepiece A new, intimate way to communicate A comprehensive health and fitness device. Continue reading
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Revolutionary User Interfaces, Part 2
In 2011 I wrote: My hypothesis is that The Primary Cause for the shift of profits from Incumbents to Entrants has been the disruptive impact of a new input method. It was a description of what I considered to be the “disruptive technology” which caused incumbents which had a “front-row seat” to the future of Continue reading
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The Critical Path #121: There’s a lot more to say
Farshad Nayeri, Anders Brownworth and I discuss Apple Watch as I drive from the launch venue to the airport. via 5by5 | The Critical Path #121: There’s A Lot More To Say. Continue reading
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The Critical Path #120: I wish I could say Less
Anders Brownworth and Horace Preview of Apples September 2014 special event. We focus on how Apparel gets disrupted. We also wrap the Creativity, Inc. book review. via 5by5 | The Critical Path #120: I wish I could say Less. Continue reading
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Going where the money is
The bank robber Willie Sutton did not say, when asked why he robbed banks, “because that’s where the money is.” He did agree with the idea however saying “Go where the money is…and go there often”. Regardless of it being apocryphal, this idea came to be called Sutton’s Law and is often taught to medical students. It’s similar Continue reading
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Apparel is next
If software can be injected into an industry’s product it will bend to the will of the software writers. This theory expands on Marc Andreessen’s observation that “software is eating the world”. The evidence is that software, coupled with microprocessors, sensors, batteries and networking becomes applicable to an increasingly larger set of problems to be solved ((Or, put another way, is Continue reading
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Interview With Horace Dediu: What To Expect When Apple’s Expecting
My thanks to Eric Jackson for his thought-out questions on Apple. As published in Forbes, here is his Interview With Horace Dediu: What To Expect When Apples Expecting. A few excerpts: Q: Do you expect to see a sapphire cover on the new iPhone(s)? Is that material significant? I expect Sapphire will become a signature feature Continue reading
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Asymcar 17: 27 Quadrillion BTUs
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
