Category Archives: Modular

Asymcar 25: The Selfie Experience

Selfie Ford Deluxe

Capgemini’s Mathew Desmond joins us to discuss Cars Online 2015: “The Selfie Experience, The evolving power of the connected customer.”

We begin with the finding that “One-half of customers are interested in buying a car from a tech company like Apple or Google. This is true even of customers who are
satisfied with their current brand and dealer experience. It is particularly true of young customers (65%) and those in growth markets (China: 74%; India: 81%).

Backing up a bit, we discuss the automaker’s dilemma, that is the legacy manufacturing, distribution and support infrastructure and contrast that with the “clean slate” approach an entrant might enjoy.

The concept and inherent conflicts of a “Master Customer Record” fuels a deeper dive into “Continuity”, the buyer’s desire for a seamless experience.

Finally, we reflect on the perils that may lie ahead as the auto ecosystem attempts to improve the retail experience.

28mb mp3 about 58 minutes.

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Show Notes:

Cap Gemini’s Cars Online 2015.

rocketfuel: How important is brand to car buyers? Summary.

Ron Johnson’s failed JC Penney transformation.

Onstar.

Apple’s Newton.

Asymcar 22: The Goddess

“From the moment an idea is worth having no one cares what it costs” – Andre Citroën

The incomparable Citroen DS (French homophone: déesse), 60 years old this year.  Hydropneumatic, self-levelling suspension aerodynamic and interior design efficiency, swiveling headlights, novel construction methods. Ahead of its time even in 1985. Why did this iconic design not endure?

We use this parable to analyze Apple Car rumors.

32mb mp3 about 65 minutes.

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Show Notes

The Prada of the Tire Industry

Citroen DS

Stephen Bayley’s paen to the Citroen DS appeared in the February, 2015 print and iPad issue of CAR Magazine.

Asymcar 12: Cycle Times

Model Car1

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

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 9. Stasis: Depreciation, Brands, Information Intransigence

Horace and Jim discuss shopping online for used cars and how and why the value of cars disappears so quickly. The conversation drifts into information asymmetry, the declining interest in auto maintenance and the perpetual closed-loop auto information model. We hypothesize on the impact of the coming self-monitoring and awareness of the lives of vehicles. Finally we ask whether the dysfunction in the industry is the cause or the effect of the ancient integrated factory model and the sustaining auto eco-system incentives that impede transformation.

Finally, we note Gordon Murray’s iStream vision and the deal with Yamaha.

32mb mp3 about 63 minutes.

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Notes:

via ALG’s Brand Pricing Score,”depreciation ranking” and 14th annual residual value awards.

KBB Best Brands 2014.

US used car retailer Carmax annual reports and KMX stock information: bloomberg google.


The Market for ‘Lemons’: Quality Uncertainty and the Market Mechanism
. Wikipedia. bing duckduckgo google

Asymcar 8: The EcoV

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

Screen Shot 2013-09-18 at 9-18-11.24.11 PM
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. [31MB 63 minute mp3]

Also history lessons: Ford Trimotor, Ford production system, The Kaiser people’s car.

Show notes:

Ford to Buy Up Dealerships in Test Program (1997).

Why Texas Banned Tesla Motors.

BMW’s “Mould Breaking” Retail Strategy.

Carmakers are desperate for ways to excite young buyers, who are increasingly apathetic about car ownership.

HondaJet

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