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Home > Asia Tech Podcast > ATP Stories: Horace Dediu – King of Apple Analysts on Asia’s Tech Future
Podcast: Asia Tech Podcast
Episode:

ATP Stories: Horace Dediu – King of Apple Analysts on Asia’s Tech Future
Category: Business
Duration: 00:55:03
Publish Date: 2018-04-27 19:00:00
Description:

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 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
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