November 13, 2013 at 12:00PM •
1 hour 2 minutes
The Transportationist, David Levinson (@trnsprttnst) joins us to discuss the technical, human, environmental and economic factors driving change to the auto-ecosystem. David helps us smartly survey the landscape via: 1. Human behavior 2. Technology lifecycles 3. Urban transportation evolution 4. Network capitalization 5. Congestion
October 21, 2013 at 12:00PM •
1 hour 8 minutes
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. We survey the interlopers seeking to replace many jobs that cars have traditionally done, from horses to bicycles, planes, trains and buses. We dive deeper into a few earlier Asymcar topics including energy, regulation, infrastructure, power train evolution, societal changes, distribution networks, urbanization and consider the promise of electric bicycles. Several innovation timing lessons temper our expectations for immediate improvements. Finally, we revisit the emerging transportation information layer and how such services may change public behavior and the auto-ecosystem.
October 11, 2013 at 12:00PM •
1 hour 2 minutes
Of Phaetons, Coupés, Shooting Brakes, Broughams, Hackneys, Cabriolets, Landaus and Limousines. Horace and Jim step back in time to revisit the raison d’être for carriages and the emerging “horseless” carriage. We explore how evolution rather than revolution of networks influenced the technologies of transportation. The question of foothold markets comes up and we explore which jobs-to-be-done affected early car design. The leap from these early jobs to the modern segmentation of the market is observed through Henry Ford’s approach to the then agrarian market compared with Alfred Sloan’s portfolio strategy at General Motors. The discussion morphs into a brief infrastructure review where the development of roads is compared to today’s telco operator business and regulatory models. Finally, Horace and Jim drift into insurance and discuss the risk pooling implications of driverless cars.
September 18, 2013 at 12:00PM •
1 hour 3 minutes
Are cars sold or purchased? Horace Dediu and Jim Zellmer discuss automotive “ecosystems” vis-à-vis Apple and Tesla’s direct sales model. We further dive into the rigidity and risk of such value chains and divert a bit into automakers’ attempts at aviation. Finally, we consider the potential monetization of automotive metadata and what that might mean for new, perhaps “over the top” style entrants.
August 27, 2013 at 12:00PM •
1 hour 7 minutes
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. Which naturally leads to a conversation on emerging auto modularization, apps and ecosystems and where value will accrue.
July 30, 2013 at 12:00PM •
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, Toyota’s Winglet, organ donors and the Fiat “multiair” engine. Finally, we preview a larger discussion on apps in and around the car.
June 4, 2013 at 12:00PM •
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”.