84 episodes
Asymetric Asymco
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- Technology
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.
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Alien Intelligence
Horace on the OpenAI kerfuffle, aliens, and the euphoria that comes with playing with a new toy.
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Dispatch 13: AAPL Q4 Earnings
Horace kicks himself for making a grave error while giving us an overview of Apple's Q4 results.
https://ti.to/asymco/apple-investor-2023 -
Scary Macs
Horace straps on his analyst costume and breaks down when we will see the real power of the M3 chip. Also, in the spirit of Halloween, Judd makes him panic.
https://www.asymco.com
https://ti.to/asymco/apple-investor-2023 -
Difficult Things Are Not Bad Things
Horace shrugs off the macro jitters, ignores the noise and celebrates the return of his seasonal friend.
https://ti.to/asymco/apple-investor-2023 -
Dispatch 12: Google TAC on Trial
Horace on how Google’s antitrust trial may or may not impact Apple Services.
www.asymco.com -
Of Cash and Capital
Horace on why Apple’s share buyback program cannot be a bad idea, the difference between cash and capital, goosing in corporate America, and more 1980s film recommendations. He also teaches Judd how to spell asymptotic.
www.asymco.com
https://ti.to/asymco/apple-investor-2023