Today’s guest is one of my favorite follows, and the reason I started following him is because in the old days everybody linked to everybody. That’s how the internet just worked. To get smart we linked, we shared, we discovered. Luckily I discovered Horace. He understood Apple. He studied and wrote about the company and helped me stay with Apple, not from talking specifically about the stock, but writing about what made Apple great. Horace now runs one of the best twitter streams, with a podcast arm, centered around micro mobility. If you like smart people and you like stuff that will actually help you make money, even though he’s not talking specifically about stocks, Horace will be your man. I hope you enjoy this episode, and you can be sure Horace will be a recurring guest here on Panic with Friends. 

Guest - Horace Dediu, Founder and Author of Asymco.com, Partner at Relay Ventures 

howardlindzon.com, asymco.com, micromobility.io

Twitter: @howardlindzon, @PanicwFriends, @hdediu, @asymco, @knutjensen 

linkedin.com/in/dediu 

#fintech #invest #investment #venturecapital #stockmarket #finance 

Show Notes:

(00:40) – Intro

(04:25) – Welcome Horace

(06:19) – Writing on the mobile industry

(09:59) – Working at Nokia

(12:05) – Making smartphones for the masses

(13:37) – The battle between Microsoft and Nokia

(17:06) – Apple and the iPod

(19:57) – Horace starts blogging

(23:52) – Rumors of the Apple "car"

(25:21) – Communications is a commodity

(29:27) – 2008 Steve Jobs conference call

(32:57) – Humility as a business model

(38:24) – Wrapping up

(41:43) – Closing thoughts