Podcast: Ways to think about cars

This is a discussion of the issues I wrote about in this post: ways to think about cars. 

"After the smartphone, what business has the global scale in terms of people and profits that make it attractive for tech companies to turn their attention and capital towards? The answer, according to a16z’s Benedict Evans, is the car business. Yes, Benedict is our mobile expert, and sure cars are mobile, but what does your iPhone have to do with your ride? More than you might expect.

Through his mobile-tinted lens, Evans offers his vision of the future of cars, and perhaps the future of today’s biggest technology companies. Who will build these cars, who will own them, and who (or what) will do the driving in this segment of the a16z Podcast."

Ways to think about market size.

When you try to work out the market potential for something fundamentally new, you’re actually trying to resolve two, linked problems.

First, you have to look past what it is now, and see how much better and cheaper it might become
Second, you need to think about who would buy it now, and who else would buy it once it is better and cheaper, and how it might be used. 

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