Cycle times loom larger in the clash of the automotive and smartphone eco-systems. We reflect on BMW's i brand again, while the company appears to retrench and focus on their legacy facilities and cars.
We divert a bit into a discussion of new vs better and the business strategy supporting such choices.
Finally, financialization looms, perhaps an opening during the next downturn.
the last 5 minutes disappeared into the ether.. sorry.