Answers. Questioned.

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Asymetric

Asymco

Join Horace Dediu and Judd Rubin as they strive to ask the right questions on the purpose of the firm, priorities in a time of plenty and what it means to be great.

  1. 31 JAN • ASYMCO U ONLY

    Husbanding, Squandering

    Horace breaks down Apple Q1 results, makes his Super Bowl LX pick, and offends Judd.

    1h 3m

  2. 31/12/2025 • ASYMCO U ONLY

    Monarchs and Mobsters

    Horace on the causality of the golden eggs, success and virtue, and what to watch out for in 2046.

    1h 35m

  3. 30/11/2025 • ASYMCO U ONLY

    Firecrackers & Beyond Utility: Double Episode

    Part 1: Firecrackers In which Horace muses upon space based data centers, getting surprised by the Googs, and the advantage of lounging in the perception layer. Part 2: Beyond Utility In which Judd is incapable of having a nuanced discussion regarding succession, profiteering and fantasists.

    1h 34m

  4. 06/11/2025 • ASYMCO U ONLY

    Dispatch: AAPL Q4 2025

    Horace shares his thoughts on Apple's Q4, as well as his candid thoughts about a recent article, which you can find here: https://finance.yahoo.com/news/apple-aapl-net-profit-margin-021910677.html

    17 min

  5. 28/10/2025 • ASYMCO U ONLY

    Don't Be Led By Donkeys

    Horace on bundling, transcending utility, an ode to the Touch Bar and whether the Mac will ever be as powerful as the Watch.

    1h 2m

  6. 24/10/2025 • ASYMCO U ONLY

    All Time High

    As AAPL hits record highs, Horace shares his thoughts on the value of foundational technologies, whether AI is one, and the perils of looking at your watch.

    52 min

  7. 13/09/2025 • ASYMCO U ONLY

    Dispatch: Apple Fall Event 2025

    Horace on Apple's iPhone event, and what gaps in pricing may hint at.

    7 min

  8. 04/09/2025 • ASYMCO U ONLY

    The Trough

    Horace shares his thoughts on Vikings, trust, UX vs AI, and offers yet another mea culpa.

    54 min
See All (132)

About

Join Horace Dediu and Judd Rubin as they strive to ask the right questions on the purpose of the firm, priorities in a time of plenty and what it means to be great.

Information

  • Channel
    Asymco
  • Creator
    Horace Dediu & Judd Rubin
  • Years Active
    2021 - 2026
  • Episodes
    132
  • Copyright
    © Asymco Media
  • Show Website
    Asymetric
  • Provider
    Asymco Media

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