Asymco

Asymmetric Intelligence

Podcast

  1. Asymcar #35: We Are Germans

    Podcast

    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.

    Source: Asymcar #35

  2. Asymcar #33 Concept, Outcome and Pivot

    Podcast · 1 comment

     

    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.

    Source: Asymcar #33

  3. Asymcar 32: Tesla: the Numbers

    Podcast · 5 comments

    Anton Wahlman joins us as we dive into numbers, production curves and the clash between reality, vision and hubris over autonomous carsTesla'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.

    Source: 5by5 | Asymcar #32: Asymcar 32: Running the Numbers