241: Horace Dediu – King of Apple Analysts on Asia’s Tech Future

241: Horace Dediu – King of Apple Analysts on Asia’s Tech Future

 

Podcast highlights:

  • [28:45] Horace frames the story of Asia in the context of innovation and growth, with comparisons to the American and European Industrial Revolution in the mid 19th century
  • [35:03] The Wild West atmosphere of the transportation industry in Asia, with micromobility vehicles, new energy vehicles and shared vehicles (bike sharing) in China
  • [48:44] The connotations of the brand 'Made in China' and how it might one day suggest high quality products

Podcast notes:

  • [00:05] Welcome Horace Dediu to Asia Tech Podcast Stories, hosted by Graham D Brown
  • [01:16] Horace's journey from being a data analyst at Nokia to creating Asymco, his own data analysis website
  • [06:15] How did Horace earn the moniker 'King of the Apple Analyst'? Horace's journey to success
  • [10:40] Did Horace experience the 'imposter syndrome' when he achieved sudden success and fame in the business world?
  • [13:39] Horace's strategy to produce site content worth sharing - he explores both emotional and analytical angles when analysing data
  • [16:28] Horace shares how he was criticised for oversimplifying when he published an article explaining Apple's cash situation on his website
  • [19:02] Graham shares experiences of his Mobile Youth business in 2000 and how big companies like Nokia reacted to the idea of focusing on the younger generation
  • [21:42] The paradox of focusing on where the money is- the profits are there but the innovation is absent
  • [23:51] How Youtube trumps Netflix as the big player in the online video industry as short videos are more appealing to children
  • [28:45] Horace frames the story of Asia in the context of innovation and growth, with comparisons to the American and European Industrial Revolution in the mid 19th century
  • [35:03] The Wild West atmosphere of the transportation industry in Asia, with micromobility vehicles, new energy vehicles and shared vehicles (bike sharing) in China
  • [37:31] The role of media in influencing the way the West reacts to China and its innovations
  • [42:11] Germany was lagging behind in the automotive industry before World War Two because it lacked a production system
  • [45:15] Does history repeat? The parallels between Germany's autooative industry lapse in the past and Asia's struggles in the present
  • [48:44] The connotations of the brand 'Made in China' and how it might one day suggest high quality products
  • [52:20] The 20th century was the US Century but now, the 21st Century today is the Asian Century
  • [53:25] Everything has a precedent, nothing comes out of nowhere and 'amateurs copy, but real artists steal'
  • [54:28] Find out more about Horace by following him on Twitter, visit his website asymco.com, and listen to his podcasts The Critical Path on 5by5.tv/criticalpath