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.

1. The Phoney War.

2. Cycle Time.

29mb mp3, about 60 minutes.

Detroit must rediscover the cutting edge: Tony Fadell.

Zetsche sees Mercedes’ late arrival to EV race as an advantage – Christiaan Hetzner.

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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.

29mb mp3, about 60 minutes.

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