Editor’s note: This originally appeared on Analyse Asia, a weekly podcast hosted by Bernard Leong, dedicated to dissecting the pulse of business, technology, and media in Asia. The podcast features guests from Asia’s vibrant tech community.

Horace Dediu from Asymco & Clayton Christensen Institute is back with the second Asymco trilogy on our podcast to discuss the major topics that dominate the world of business and technology: modular revolution, startup strategy, Apple & cars. In the final part of the second trilogy, Horace discussed whether traditional companies such as Toyota and VW Group can tackle disruption coming from technology companies, the perspective of Tesla as an energy company but not an automotive company and what the iPhone equivalent of the car will look like.

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