# Horace Dediu
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Horace H. Dediu (born February 25, 1968) is a Romanian-American industry analyst with a focus on mobile phones and especially Apple Inc., as well as micromobility.
He is known for his analysis of Apple's business strategy and predictions of their financials. He hosts the podcasts The Critical Path and Asymcar on 5by5 Studios, the podcast Significant Digits with Ben Bajarin, podcast Micromobility with Oliver Bruce and blogs at Asymco.
When a Scooter Makes More Sense Than a Car
In this episode, guest host Henry Grabar looks at how Zillow is trying to disrupt the real estate business—and why it might work in some cities but not others.
Then Horace Dediu answers Henry’s questions about bikes, scooters, and other miniature contraptions that might replace the automobile in c…
Episode 425: AirPods Max 2, AI Spending Race, and figs
Apple has finally updated the AirPods Pro Max, but the update didn't bring a lot of new features, it basically brought the headphones on pair with the AirPods Pro. Dave and I talk about AI and whether Apple chose to stay out of the spending spree or if it was caught unprepared for one of the bigges…
MacVoices #26104: Live! - Apple’s Wise AI Play, Trifolds, Perplexity’s Computer, Claude x 2
Apple’s measured AI strategy is the topic of a compelling article by Horace Dediu, arguing that restraint and flexibility may prove smarter than heavy investment. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Jim Rea, Web Bixby, Eric Bolden, and Jeff Gamet discuss the conclus…
MacVoices #26104: Live! - Apple's Wise AI Play, Trifolds, Perplexity's Computer, Claude x 2
Apple's measured AI strategy is the topic of a compelling article by Horace Dediu, arguing that restraint and flexibility may prove smarter than heavy investment. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Jim Rea, Web Bixby, Eric Bolden, and Jeff Gamet discuss the conclus…
(Preview) Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPods
Ben and Andrew begin with Q&A on Apple after 50 years, including thoughts on Steve Jobs weaknesses, putting iTunes on Windows, the best Apple ads, Chinese manufacturing counterfactuals, and tech company Mount Rushmore. From there: Thoughts on Apple’s AI bet and the downside risk, the signs tha…
102: Marco Is Not a Platform
Follow-up:
Handwriting recognition with non-Roman languages (via @dansherson)
Marco's possibly-hypocritical (but not hypercritical) thoughts on Apple developer relations
The Talk Show #107: Now It's All Floppy
Overcast earnings
Hello Internet #6: Delete, Flag, Delete, Reply
Analog(ue) #16…
What Next: TBD | Tech, power, and the future - When a Scooter Makes More Sense Than a Car
In this episode, guest host Henry Grabar looks at how Zillow is trying to disrupt the real estate business—and why it might work in some cities but not others.
Then Horace Dediu answers Henry’s questions about bikes, scooters, and other miniature contraptions that might replace the automobile in c…
596: Wow, Drugs
Dan plays a little catchup, Moltz admires Apple's PR game and Lex loves Claude.
Dan liked this column by the Macalope.
Horace Dediu imagines John Ternus's retirement in 15 years.
Apple introduced a new revenue-smoothing scheme.
Is Anthropic installing spyware?
Moltz liked this book on management.
I…
AVP is only resting
Marty, Eric and Dave talk about how the tables have turned on the early death stories on the Apple Vision Pro.
visionOS 27 — A WWDC Preview
visionOS 27 Will Bring These New Vision Pro Upgrades — Report (9to5Mac)
https://9to5mac.com/2026/05/11/visionos-27-will-bring-these-new-vision-pro-upgrades-r…
64: Horace Dediu of Asymco (Live from Ull)
Live from the Ull conference in Ireland Guy and Rene talk to Horace Dediu of Asymco fame about his background as a developer, his time at Nokia, and his current job-to-be-done: analyzing Apple.
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‐ Isaac "Llamacorn" Newton
