Episodes
"Honda Took Pride in Doing Everything Itself. The Cost of Technology Made That Impossible". Edward Niedermeyer and Bertel Schmitt join Horace and Jim. We begin with a discussion of Honda and automotive grade linux. We shift gears a bit and consider transport as a service around the globe. We contrast emerging app brands with the traditional auto eco-system and ponder a "meaningful contribution" from Apple. Apologies for intermittent audio issues during our around the globe conversation.
Published 08/23/18
Published 08/23/18
"Honda Took Pride in Doing Everything Itself. The Cost of Technology Made That Impossible". Edward Niedermeyer and Bertel Schmitt join Horace and Jim. We begin with a discussion of Honda and automotive grade linux. We shift gears a bit and consider transport as a service around the globe. We contrast emerging app brands with the traditional auto eco-system and ponder a "meaningful contribution" from Apple. Apologies for intermittent audio issues during our around the globe conversation.
Published 08/23/18
Auto industry "propagandist" and now journalist Bertel Schmitt joins us for a conversation on Tesla, disruption, entry level cars, Japan and the looming manufacturing tour.
Published 06/27/18
Tarun Kajeepeta joins us to discuss Condor Mobility, his subscription model startup and the mobility market. Horace, Tarun and Jim dive into auto-ecosystem complexity, customer experiences, on boarding, channels, bundling and market opportunities.
Published 05/03/18
Tarun Kajeepeta joins us to discuss Condor Mobility, his subscription model startup and the mobility market. Horace, Tarun and Jim dive into auto-ecosystem complexity, customer experiences, on boarding, channels, bundling and market opportunities.
Published 05/03/18
We consider the news that BMW's i3 will revert to metal in its next iteration. A question of business models engages much of our conversation, from optimized cars designed for transportation as a service to dynamic routes, pricing and arrival options. Dyson's rumored auto ambitions divert our attention. We close by musing on the utility of big data and the evolution of transportation.
Published 03/02/18
We consider the news that BMW's i3 will revert to metal in its next iteration. A question of business models engages much of our conversation, from optimized cars designed for transportation as a service to dynamic routes, pricing and arrival options. Dyson's rumored auto ambitions divert our attention. We close by musing on the utility of big data and the evolution of transportation.
Published 03/02/18
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? Why does the Fiat 500's CarPlay work well, but a Chrysler Minivan not at all?
Published 08/10/17
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? Why does the Fiat 500's CarPlay work well, but a Chrysler Minivan not at all?
Published 08/10/17
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
Published 06/17/17
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
Published 06/17/17
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. The Economist recently asserted that data is the new oil. We consider this statement in light of recent consortiums, from automotive linux to maps and data sharing schemes. We note Asymcar's fourth anniversary and reflect a bit on earlier shows, including Richard Marks Eco-V (Asymcar 8) and David...
Published 06/03/17
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. The Economist recently asserted that data is the new oil. We consider this statement in light of recent consortiums, from automotive linux to maps and data sharing schemes. We note Asymcar's fourth anniversary and reflect a bit on earlier shows, including Richard Marks Eco-V (Asymcar 8) and David...
Published 06/03/17
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? What skills are required for disruptive innovation in and around the auto ecosystem? How do cycle times (2) color our outlook? A good conversation. The Phoney War. Cycle Time.
Published 12/14/16
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? What skills are required for disruptive innovation in and around the auto ecosystem? How do cycle times (2) color our outlook? A good conversation. The Phoney War. Cycle Time.
Published 12/14/16
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. We divert a bit into a discussion of new vs better and the business strategy supporting such choices. Finally, financialization looms, perhaps an opening during the next downturn. the last 5 minutes disappeared into the ether.. sorry.
Published 10/06/16
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. We divert a bit into a discussion of new vs better and the business strategy supporting such choices. Finally, financialization looms, perhaps an opening during the next downturn. the last 5 minutes disappeared into the ether.. sorry.
Published 10/06/16
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.
Published 08/16/16
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.
Published 08/16/16
Joe Rosmann shares his experience and perspective on our changing transportation system - "the most regulated industry we have". Joe begins with three points: Car costs continue to grow Smartphones. Consumers can make dynamic real time choices about the best way to go from a to b 24 hours per day, 7 days per week (see the City Mapper app). Autonomous vehicles can make lives safer and faster. We close and reflect on Joe's assertion that "Algorithms are going to become regulatory...
Published 06/09/16
Joe Rosmann shares his experience and perspective on our changing transportation system - "the most regulated industry we have". Joe begins with three points: Car costs continue to grow Smartphones. Consumers can make dynamic real time choices about the best way to go from a to b 24 hours per day, 7 days per week (see the City Mapper app). Autonomous vehicles can make lives safer and faster. We close and reflect on Joe's assertion that "Algorithms are going to become regulatory...
Published 06/09/16
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 Apple's entry assets, supply chain power and business model evolution.
Published 05/06/16
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 Apple's entry assets, supply chain power and business model evolution.
Published 05/06/16
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 government subsidies. We close with accounting, including a dissertation on variable costs and the burden of "dealerless" car sales.
Published 05/06/16