Horace Dediu

Horace Dediu is the founder of Asymco, an independent research and analysis platform that has developed a cult following for its rigorous, quantitative analysis of Apple's business. He was formerly a Nokia executive, giving him direct experience of the pre-smartphone mobile industry. He pioneered detailed analysis of Apple's business model components — hardware margin analysis, App Store economics, services growth — at a level of quantitative rigor that was unusual for independent analysis. His work on platform economics and the Asymco podcast "Critical Path" became influential in technology investor communities. He has also applied disruption theory (from Clay Christensen) to analyze the transformation of various industries. His long-form application of disruption theory to automotive, media, and healthcare — combining quantitative financial analysis with strategic theory — has attracted a devoted audience of investors, strategists, and industry analysts.