Category Archives: Modular

Asymcar 25: The Selfie Experience

Asymcar 12: Cycle Times

Jim shares the joys of two recent rural road trips. The changing landscape, from discarded bank buildings and big box stores to a lack of traffic on these roads offers an opportunity to reflect on the atrophying auto eco-system.

Horace notes the behavior changes leading to reduced use of autos. Alternatives, including bicycles, public transport, walking and car sharing services can be used to move atoms in a more efficient and environmentally friendly manner.

Jim reflects on Ford’s $1,500,000 facility subsidy to a small town car dealership – in a community that lacks a grocery or clothing store. Perhaps the growing American use of “subprime” auto loans to “move the metal” explains the bricks and mortar strategy.

Horace counters that people are figuring out ways to get things done without moving atoms.

We marvel – again – at the industry’s glacial pace of change and contrast the auto industry’s tiny volumes to smartphones and personal computers.

We conclude with a look at today’s youth culture and consider the sense that driving is for old people.

30mb mp3 about 62 minutes.

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Notes:

atrophying

Citymapper

Why do we need a new gas tax? Wisconsin DOT Counter DOT

Small towns may have no grocery or clothing store but a car dealership

American subprime lending is back on the road

Asymcar 7: The Transportationist

The End of the French Car

OODA

Asymcar 10: Asleep at the switch

2 Replies

The orthodox vs. the unorthodox: Tata, Tesla and Toyota. Why might an asymmetric competitor lose and a symmetric competitor win?

We begin with Tesla and Apple. We continue with aluminum vehicles and re-visit information asymmetry as Horace exploits it to buy a Mercedes on eBay.

We talk about car APIs (Aux input jack and ODBII).

Jim muses on the risks used car buyers face from eye-watering transmission costs to the parallels between iPhone mules and American citizens recently prosecuted for flipping new German cars to buyers in mainland China.

A brief discussion considers the perils of endless line extension up and down the market, perhaps fueled by financialization.

We close by considering the track record and business models of recent “disruptive” entrants from Toyota’s Prius to Tesla and the Renault (Dacia) Logan.

33mb mp3 about 63 minutes.

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Notes:

A Capitalist’s Dilemma by Clay Christensen.

Silvercar Rentals.

Asymcar 8: The EcoV

6 Replies

Richard Marks, a battle-hardened veteran of the electric vehicle wars, joins Horace and Jim in Asymcar 8.

Our exploration considers the lessons of General Motors’ EV1 and subsequent conversion initiatives. We charge into the organizational, distribution and regulatory dynamics that sustain the long-serving Henry Ford production system. We reflect a bit on Tesla’s use of this century old production model.

Richard galvanizes the conversation with a description of his EcoV concept. The disruptive potential of its modular design, impressive economics and off the shelf components sparks a look at potential urban markets, from delivery vehicles to car sharing services.

We close with a discussion of the investment and distribution climate for disruptive vehicles such as the EcoV.

36mb mp3 about 67 minutes.

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Links:

Henry Ford Production System

Toyota Production System

Asymcar 4: Death of a salesman