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Horace Dediu and Jim Zellmer discuss the politics, processes and possibilities of cars in light of: 1. Young people deferring drivers licenses. 2. The growth of car sharing. 3. Practical alternative power trains. 4. Urbanization. 5. Increased Congestion. 6. Driverless cars. 7. Rise of the "App Economy". Hosted by Horace Dediu & Jim Zellmer.
||Clean40: Supply Chain Sovereign||Does the automotive supply chain drive strategy? What are the new product implications of legacy supply chains? Are organizations bound to supply chain practices? Does Toyota's supply chain structure give them a market advantage?||8/10/2017||Free||View in iTunes|
||Clean39: Episode 39||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||6/16/2017||Free||View in iTunes|
||Clean38: Four Wheel Talisman?||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.||6/3/2017||Free||View in iTunes|
||Clean37: Asymcar 37: Dark Matter Innovation||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?||12/13/2016||Free||View in iTunes|
||Clean36: New, or Better?||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.||10/5/2016||Free||View in iTunes|
||Clean35: Asymcar 35: We are all 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.||8/16/2016||Free||View in iTunes|
||Clean34: The Empire Strikes Back||Joe Rosmann shares his experience and perspective on our changing transportation system - "the most regulated industry we have".||6/8/2016||Free||View in iTunes|
||Clean33: Concept, Outcome and Pivot||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||5/6/2016||Free||View in iTunes|
||Clean32: Asymcar 32: Running the Numbers||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||5/6/2016||Free||View in iTunes|
||Clean31: Better to Go Slow....||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||4/18/2016||Free||View in iTunes|
||Clean30: Asymcar 30: The Big Bang Theory||Svi Rosov joins Horace and Jim as we dive into the legacy auto eco-system beginning with Henry Ford's "Old Fashioned Layaway Plan", the launch of General Motors Acceptance Corporation to today's auto sales finance and reporting controversies.||3/29/2016||Free||View in iTunes|
||Clean29: Asymcar 29: Atmospherics||Horace and Jim drive begin with the industry's rhetorical bubble. We consider the auto eco-system's atmospherics on auto companions and quickly revert back to the reality of today's manufacturing practices and industry lead times.||3/18/2016||Free||View in iTunes|
||Clean28: Episode 28: Meaningful||We await the Lamborghini SUV.||1/19/2016||Free||View in iTunes|
||Clean27: Titanic||We consider the landscape that Apple's purported Titan project will address in a few years time.||12/8/2015||Free||View in iTunes|
||Clean26: The iPod||We begin a speculative show in Berlin, where a cab driver laments “young people arriving in the city to party and sleep on couches”. Might Berlin’s youthful visitors in 2050 simply crash in their autonomous pods?||11/6/2015||Free||View in iTunes|
||Clean25: The Selfie Experience||Mathew Desmond joins us to discuss Cars Online 2015 - The Selfie Experience. The evolving power of the connected customer.||10/1/2015||Free||View in iTunes|
||Clean24: Get Rid of the Model T Men||We revisit “Antennagate”. 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.||9/7/2015||Free||View in iTunes|
||Clean23: As an Industry Turns to Retro, You Know it's Over||Horace and Jim talk with Matthew Gunson, Director of Brand Management at Phoenix based Local Motors. We learn about Local’s business model, their view of automotive jobs to be done, the 3D printing driven micro factory, and more!||7/25/2015||Free||View in iTunes|
||Clean22: The Goddess||From the moment an idea is worth having no one cares what it costs - Andre Citroen The incomparable Citroen DS (French homophone: déesse), 60 years old this year.||3/24/2015||Free||View in iTunes|
||Clean21: Where We're Going We Don't Need Roads||Gartner asserts that “connected cars or smart cars are poised to play a pivotal role in the Internet of Things (IoT)”. We say “Hah!”||1/30/2015||Free||View in iTunes|
||Clean20: Iconic Design||We consider Uber’s street smarts, “cash on the hood” driver acquisition tactics and their ability to operate over the top, that is above local regulations and norms.||12/23/2014||Free||View in iTunes|
||Clean19: About that Ferrari SUV||What motivates a company to destroy its brand? We start with Mini’s plans to sell 100,000 cars in the States by 2020, nearly double today’s pace and remember how Cadillac destroyed their brand and how Mercedes, Porsche, etc., can’t wait to do the sa||11/13/2014||Free||View in iTunes|
||Clean18: 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?||9/17/2014||Free||View in iTunes|
||Clean17: 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, and more!||8/20/2014||Free||View in iTunes|
||Clean16: Do the Numbers Add Up? Fuel Cells vs Batteries||Steve Crandall joins us to discuss hydrogen fuel cells vs. lithium batteries.||6/26/2014||Free||View in iTunes|
||Clean15: Sunray Sedan||Matt Grantham joins us to discuss electric vehicles, renewable energy, smarter software, solar opportunities and economics.||6/18/2014||Free||View in iTunes|
||Clean14: Grand Prix||Ossi Oikarinen, Horace and Jim dive into the culture, interests, rules, technology and organization of Formula 1 and DTM racing.||6/16/2014||Free||View in iTunes|
||Clean13: Pilgrimages and Fundamental Evil||On continental road trips, joys of rear wheel drive, diesel engines and autobahn speeds, pilgrimage to Porsche and BMW’s brand meccas.||5/20/2014||Free||View in iTunes|
||Clean12: Cycle Times||Jim shares the joys of two recent rural road trips. Horace notes the behavior changes leading to reduced use of autos. The episode concludes with a look at today’s youth culture and consider the sense that driving is for old people.||4/15/2014||Free||View in iTunes|
||Clean11: The Thin Red Line||We explore the strategic and tactical considerations behind BMW’s i sub-brand. Why did BMW attach a new BMW sub-brand to a new powertrain rather than using another brand, like Mini?||3/14/2014||Free||View in iTunes|
||Clean10: Asleep at the Switch||The orthodox vs. the unorthodox: Tata, Tesla and Toyota. Why might an asymmetric competitor lose and a symmetric competitor win?||2/20/2014||Free||View in iTunes|
||Clean9: Stasis: Depreciation, Brands, Information Intransigence||Horace and Jim discuss shopping online for used cars and how and why the value of cars disappears so quickly. The conversation drifts into information asymmetry, the declining interest in auto maintenance, and more!||1/10/2014||Free||View in iTunes|
||Clean8: The EcoV||Richard Marks, a battle-hardened veteran of the electric vehicle wars, joins Horace and Jim in Asymcar 8.||12/13/2013||Free||View in iTunes|
||Clean7: The Transporationist||The Transportationist, David Levinson (@trnsprttnst) joins us to discuss the technical, human, environmental and economic factors driving change to the auto-ecosystem.||11/13/2013||Free||View in iTunes|
||Clean6: Peak Horse||Steve Crandall brings a new perspective as a guest. Steve’s analysis of complex systems has given him a huge pool of wisdom into which we dip our dainty spoons.||10/21/2013||Free||View in iTunes|
||Clean5: A Faster Horse||Horace and Jim step back in time to revisit the raison d’être for carriages and the emerging “horseless” carriage.They also explore how evolution rather than revolution of networks influenced the technologies of transportation.||10/11/2013||Free||View in iTunes|
||Clean4: Death of a Salesman||Are cars sold or purchased? Horace Dediu and Jim Zellmer discuss automotive “ecosystems” vis-à-vis Apple and Tesla’s direct sales model.||9/18/2013||Free||View in iTunes|
||Clean3: Road Trip||Horace Dediu and Jim Zellmer discuss the pleasures of traversing continents by road. This leads to a grand tour of powertrains, composites, fuel efficiency, regulation and Tesla’s luxury market entry.||8/27/2013||Free||View in iTunes|
||Clean2: Is Tesla Disruptive? Also Segway, Multiair, Winglet, Organ Donors, and Regulation Über Alles||Horace Dediu and Jim Zellmer discuss the odds of disrupting the present automotive club via Tesla. We further dive into the regulatory and cultural environment that sustains the current players, while reflecting a bit on Segway, and more!||7/30/2013||Free||View in iTunes|
||Clean1: Tubular Exoskeleton-Type Thing||Horace Dediu and Jim Zellmer discuss the politics, processes and possibilities of cars in light of young people deferring drivers licenses, the growth of car sharing, practical alternative power trains, and more!||6/4/2013||Free||View in iTunes|
Excellent content, lacking in production quality
This is a superb podcast, and it is great to hear Horace discuss his insights into the car industry for a full hour or more rather than having it sit in as one of a range of topics in The Critical Path. The insights from Jim are welcome, as he obviously has a wide ranging knowledge on topics of transportation and knows how to draw the best out of Horace. At present there is no website or anything for the podcast to link to, and I would love if Horace is able to link to this somewhere (twitter/facebook or on your site) to give us access to comments and enable a discussion. There is a lot of really good stuff in the first episode (especially the discussion about Tesla) which I think would contribute to the discussion about the future of transportation. I'm looking forward to hearing more.
The key complaints that I have is the quality of the production. Frequently I can hear typing on a keyboard in the background and a rustling of fabric (is someone wearing a Goretex jacket and moving around? - thats what it sounds like). Further, Jim's voice sounds canned and distant. Given the quality of the discussion it is a pity its let down on these things, and I'd encourage you to invest in better production if this is going to be an ongoing series. Also, I've had multiple errors in trying to download this. Managed to succeed on about the 5th try, and then it was only to my iPhone and not my Mac. Not sure if that is Apple's fault or yours, but it might be worth trying to fix. Otherwise, excellent! Keep it up!
"Just when I thought I was out, *gesturing with hands* they pull me back in!"
Great stuff - I'm interested in the thinking that Horace does. Production values aren't fantastic, but that is irrelevant.