Does place matter?

We consider geography, the hype cycle and S curves while reflecting on what is perhaps, at present a "phoney war"(1).

Does geography play a role in disruption? Are "hyped" optics necessary for the new new thing?

What skills are required for disruptive innovation in and around the auto ecosystem? How do cycle times (2) color our outlook?

A good conversation.

The Phoney War.

Cycle Time.