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May 6, 2019
225: 225: P/E Ratio Revisited
Horace answers some #CriticalQuestions and discusses the latest Apple earnings call from a secret location in the southern hemisphere.
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69 min
April 27, 2019
224: The State of Our Disconsent
Tim Walters returns to discuss with Horace data privacy and the impact the General Data Protection Regulation has had after being in effect for (almost) one year.
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73 min
April 9, 2019
223: A Market For Trust
Horace shares more thoughts on Apple Card and Services, and touches on a surprising staple of 1980s Romanian television.
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65 min
March 26, 2019
222: Culmination
Horace ponders Apple's Show Time event, while Judd pretends not to notice the damage to his car.
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53 min
March 18, 2019
221: Critical Disbelief
With an eye on the March 25th Apple Event, Horace contemplates what may be coming, shares his thoughts on Facebook announcing a pivot to privacy, gives an update on the Micromobility Kickstarter project and says too much about his salad's secret ingredients.
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65 min
February 25, 2019
220: Ex Machina: The Railroad, Part 1
The conversation begins with Horace and Judd discussing Wolfgang Schivelbusch's The Railway Journey, then expands to include sea faring, the trouble with boilers and one of Horace's historical fantasies.
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47 min
February 11, 2019
219: Oceans
Horace handles a few of the curve balls included in the latest AAPL earnings report, answers some #CriticalQuestions and dips a toe into the ocean of possibilities regarding Apple's ventures into Health Care.
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89 min
February 4, 2019
218: A Billion
Using the recent earnings call as a jumping off point, Horace considers the size and shape of the premium content train that will soon be making its way down Apple's Services track.
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50 min
January 20, 2019
217: Gandhi Edition
Horace wonders whether or not Ghandi and Mao would use the same iPhone, shares what he'd like to hear in the upcoming AAPL earnings call and, finally, reveals which Ikea serves the best meatballs in the entire world.
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54 min
January 8, 2019
216: Tim's Letter
Tim’s Letter, some #CriticalQuestions and the problem with trying to account for the unaccountable.
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71 min
January 3, 2019
215: Fly Me to The Moon
Horace shares his thoughts about how Apple may contribute to the transportation and health care sectors in the years to come, and catches up on some 1990s television in 2019's first episode of The Critical Path.
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63 min
December 9, 2018
214: Anders Lives!
An old friend returns to The Critical Path to discuss Crypto, Trust and Horace's heart.
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61 min
December 3, 2018
213: iPads, Cheaters and Lamp Posts
The new iPad Pro and some #CriticalQuestions inspire a conversation about cheaters and what insights lamp posts can and cannot provide. Later on, Horace shares some exciting news about Micromobility California.
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82 min
November 26, 2018
212: Ex Machina: The Telescope, The Reformation and The Historian's Dilemma
Henri Dediu joins Horace and Judd to discuss lenses, rebels and weighing the what vs. the why when looking to the past.
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52 min
November 5, 2018
211: The Four Questions
Horace goes old school while sifting through the details of the latest Apple earnings call and shares why he’s looking forward to not seeing certain numbers in the earnings reports to come.
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59 min
November 1, 2018
210: Worth a Business Trip?
Horace reflects on pricing, minivans, the pecking order of the new products and more from the pre-Halloween Apple event in Brooklyn, NY.
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64 min
October 29, 2018
209: Ex Machina: Corporations and Canals
In the first half of this special double episode of The Critical Path, Horace shares his thoughts on one of the first, and most powerful, corporations ever, the Dutch East India Company and how its impact can still be felt. Later on (54:00), in advance of Apple’s upcoming event in NYC, Horace explores what specifically made New York... New York.
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103 min
October 21, 2018
208: Ex Machina: The Company Town
Prompted by his recent visit to Apple Park, Horace examines the history of the company town, its job to be done and wonders who lives in them today in another special edition of The Critical Path.
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47 min
October 15, 2018
207: Ex Machina: Telegraph
In the first of a series of special episodes of The Critical Path, Horace aims his lens at a seminal innovation from the past, compares and contrasts adoption patterns of yesterday and today, and delineates the reasons why pigeons were not ideal.
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59 min
October 8, 2018
206: Sampled or Tracked
Horace considers whether it's better to be sampled or tracked, explores the recent Super Micro dustup and shares some info about the first Asymco event of 2019.
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63 min
October 1, 2018
205: Lisa's Thesis
Horace shares his thoughts on the recent iPhone and Apple Watch event, his insights into the shift announced by Apple VP Lisa Jackson and what we might extrapolate about future products from the Watch’s user interface(s). Horace is joined by Judd Rubin, who fills in for Anders.
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83 min
November 9, 2017
204: Organic
Horace and Anders discuss Apple earnings, the iPhone X and take listener questions.
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109 min
August 10, 2017
203: ICOs with Ryan Zurrer
Horace and Anders speak with Ryan Zurrer of Polychain Capital about the disruptive possibilities of Initial Coin Offerings (ICOs) and the blockchain token model.
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63 min
August 7, 2017
202: GDPR with Tim Walters
The big privacy switch. How legislation is affecting perception of privacy and vice versa. The European regulation GDPR is something everyone will be talking about next year. Find out why.
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91 min
June 7, 2017
201: Like a Costco Pickle Jar
Horace and Carolina Milanese discuss WWDC 2017 minutes after the Keynote and Hands-on with the new products.
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37 min
May 2, 2017
200: Recap
In this special 200th episode, Horace and Anders discuss the history of the show, what was done well, what wasn't and what might come.
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89 min
March 17, 2017
199: Transport
Horace and Anders discuss two wheeled vehicles, commute times and tunnel boring!
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76 min
March 4, 2017
198: The Most Valuable Business
Horace and Anders discuss Apple amongst the new top five tech companies and take listener questions.
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73 min
February 23, 2017
197: Death of an Algorithm
Horace and Anders discuss Bond movies, cars, commute habits, streaming services and take listener questions through the hashtag #CriticalQuestion on Twitter.
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83 min
February 3, 2017
196: Antifragile
Horace and Anders discuss Apple's fiscal 2017 first quarter results and take listener questions from Twitter.
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78 min
January 25, 2017
195: Anthropological Constant
Horace and Anders discuss the AirPods, commute time, the future of the automotive industry and answer questions posted to #CriticalQuestion on Twitter.
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79 min
December 29, 2016
194: Is HomeKit a Refrigerator or Washing Machine
Horace and Anders discuss Apple Music subs, exiting the router and display business and take listener questions on everything from George Orwell to HomeKit.
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81 min
November 20, 2016
193: Startup Strategy
Horace provides an outline for the research he's been doing over the past 2 years covering a strategy theory for startups and established businesses.
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91 min
November 17, 2016
192: Brands Revisited
Horace and Anders discuss PanAm, Apple's return of cash to the US, Samsung and other listener questions.
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65 min
November 6, 2016
191: Bitch’n ain’t Switch’n
Horace and Anders discuss Apple's Mac business and how the PC is being used less and less but will stay around in large numbers for a very long time. They also take listener questions from Twitter using the hash tag #CriticalQuestion.
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80 min
October 20, 2016
190: Niche Time
Horace and Anders discuss the car industry, hiring products for smaller and smaller slices of time and take listener questions.
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72 min
October 17, 2016
189: The Job the iPhone is Hired to Do
Horace and Anders discuss the job of the iPhone and take listener questions.
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98 min
October 1, 2016
188: The New Basis of Competition
Horace and Anders discuss how the iPhone 7 and Airpods evolve the Apple ecosystem. Then they take listener questions via the Twitter hashtag #CriticalQuestion and inevitably finish by covering the car market in some detail!
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104 min
September 18, 2016
187: Poetry and Perseverance
Horace and Anders discuss Apple's event, the iPhone 7, the AirPods and touch on the iPhone economy. Horace takes questions from listeners on Twitter using the hash tag #CriticalQuestion.
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92 min
August 26, 2016
186: Mini Me
Horace and Henri go for a drive.
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65 min
August 22, 2016
185: Lithium Iron Phosphate
Horace gives an update on his EVW electric car project and takes listener questions in this extended episode.
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106 min
August 18, 2016
184: Playing the Long Game
Horace discusses Apple services numbers, Fast Company's interview of Tim Cook and takes listener questions.
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82 min
August 9, 2016
183: A Billion iPhones
Horace and Farshad discuss Apple's recent milestone of one billion iPhones shipped. They also answer a slew of #CriticalQuestions.
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90 min
July 9, 2016
182: The Apple Production System
Horace and Anders discuss the evolution of production systems and take listener questions.
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69 min
June 26, 2016
181: Tesla and SolarCity
Horace and Anders discuss Tesla's proposed takeover of SolarCity.
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75 min
June 17, 2016
180: Asking the Right Question
Horace and Anders discuss the numbers from WWDC, what didn't come from WWDC and cars!
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66 min
June 10, 2016
179: Pre-WWDC
In this special pre-WWDC show, Horace and Anders discuss the enterprise, NSA and landing a helicopter at the bottom of the Grand Canyon.
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92 min
June 1, 2016
178: Special Edition
Horace and special co-host Farshad Nayeri discuss Log Log Scale, the iPhone SE and Artificial Intelligence.
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73 min
May 20, 2016
177: Moving Parts
Horace discusses Apple's investment in Didi. Can R&D expenditures tell us anything about future performance? Horace and Anders take listener questions and the discussion devolves into health and dental benefits for henchmen in an evil lair.
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95 min
May 14, 2016
176: The Over-Under Service Dichotomy
Horace talks about developments in Disruption theory. A fairly long and deep discourse on the state-of-the-art in innovation theory development.
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85 min
May 6, 2016
175: There Is No Such Thing As A Free Service
We pause briefly from talking about cars to talk Apple’s quarterly. The China slowdown, the Watch as the future of computing, services and trusting an advising automaton.
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85 min
May 1, 2016
174: Automobile: The Next Generation
Horace interviews his son on what the next generation will think about cars. Insights only a 10 year old can offer and we take a few questions from the audience. (recorded live in front of an Airshow audience)
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56 min
April 15, 2016
173: iPod, iPhone, iPad, i3?
Horace explains why he was wrong about the BMW i3. Also, more Q&A.
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90 min
April 10, 2016
172: This is my iPad Pro, and this is my other iPad Pro.
On this special "in person" edition of the Critical Path, Horace and Anders discuss Apple's latest product offerings, the iPhone SE and the new 9.7 inch iPad Pro 9.7, and take listener questions via Twitter.
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94 min
April 1, 2016
170: Bending the Adoption Curve
In this live recording of Critical Path, Horace takes questions from the Twitter audience in real-time. Topics include how to value Apple, collaborative platforms and the Apple Car & production methods.
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102 min
April 1, 2016
171: Happy 40th
Horace and Anders discuss Apple's 40th birthday and what "the next 40" might look like. We also compare Tesla's production line with that of the BMW i3.
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89 min
February 18, 2016
168: Exposed Skin
Horace and Anders talk about how Apple is a new class, not a disruption. They also touch on the job to be done of drones.
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103 min
February 5, 2016
169: Earnings
Horace discusses Apple earnings and PC shipment data.
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38 min
January 26, 2016
167: David Sundahl
Horace interviews David Sundahl, fellow at the Clayton Christensen Institute.
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52 min
January 7, 2016
166: A Glance at Apple
Horace and special guest Ben Bajarin of Creative Strategies discuss the Glance conference. They investigate the job of the Watch and touch on the changing responsibilities amongst the upper ranks at Apple.
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57 min
December 19, 2015
165: Audio Port
Horace and Anders discuss the iPhone analog audio port, the lightning port's use by Apple Pencil and Apple's viewpoint on privacy and the environment. Horace rounds the episode out with a definition of disruption.
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67 min
December 8, 2015
164: Rocky II
Horace and Anders discuss viewing Apple's business as a recurring revenue model, then touch on the iPad Pro somewhat unsuccessfully and host a very special guest.
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55 min
November 13, 2015
163: You Say You Want a Revolution
Horace discusses politics and disruption with Michael Tofias. Is disruption of government possible? Michael pursues the study of American political institutions, elections, Congress, and computational political economy to reveal how disruption might play out within governments.
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65 min
October 19, 2015
162: Nerd Culture
Horace and Anders welcome Henri Dediu for an advance look at technology and the world from the point of view of the next generation. Insights from this unique perspective and your questions on this special episode of The Critical Path.
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63 min
October 9, 2015
161: Who's Jack Dorsey
Horace and Anders answer reader questions and opine on Jeremy Clarkson's crew.
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107 min
October 2, 2015
160: Metamorphosis
Apple's 13 Million iPhone weekend and the iPad Pro and listener questions on the 160th episode of The Critical Path.
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99 min
September 23, 2015
159: The Appification of TV, Revisited
Horace and Anders revisit Apple TV and answer listener questions in this special 2 hour episode.
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116 min
September 4, 2015
158: Disrupt Yourself with Whitney Johnson
Horace interviews Whitney Johnson about her new book Disrupt Yourself. How can the theory of disruptive innovation be applied to you? How can you disrupt yourself?
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61 min
August 28, 2015
157: Modular Revolution
Horace discusses the recent market turmoil and takes listener questions on everything from Alphabet to SpaceX.
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92 min
August 25, 2015
156: Power and Charm
Horace and Anders discuss Uber's transportation business and discuss how software modularizes the world. In the second half of the show, they take listener questions posted to Twitter using the hashtag #CriticalQuestion.
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89 min
August 7, 2015
155: New Production Method
Horace and Anders discuss car production methods, the BMW i3, tubular and composite frame construction and how Uber could change the landscape.
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80 min
July 6, 2015
154: Come Fly With Me
Horace and Anders talk about the "Plug Bug", safety in the aircraft industry and take listener questions.
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103 min
June 22, 2015
153: Across the USA
On the heals of an epic driving trip across the United States, Horace discusses WWDC and takes listener questions from Twitter.
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93 min
June 5, 2015
152: Chief Jobs Officer Part 2
Horace talks about Jony Ive's promotion and answers listener questions on everything from Apple TV to the need for companies to "have children".
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82 min
June 2, 2015
151: Why Herbivores Could Never Read
Horace and Anders discuss Comcast, cable companies and lowest common denominator content on television screens everywhere. After the break, Horace takes listener questions from Twitter.
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78 min
May 21, 2015
150: Circling Back
Horace interviews Anders about Goldman Sachs' investment in Internet finance company Circle and we take listener questions over Twitter.
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88 min
May 4, 2015
149: Whippersnapper
From impressive iPhone sales to slowing iPad revenues, Horace and Anders recap the most recent Apple earnings. In the latter half of the show, Horace takes questions from Twitter.
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80 min
May 1, 2015
148: Fight for the Wrist
What does the Apple Watch mean? Can it be considered disruptive? Horace and Anders consider if the Apple Watch represents a meaningful "real estate" business.
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87 min
April 29, 2015
147: Attracting the Mind
Horace and Anders look at the segments of the luxury market and consider how success can be measured in Apple's watch business.
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63 min
April 9, 2015
146: Bob Moesta
Bob Moesta demonstrates Jobs to be Done interview technique by speaking with Horace about a car purchase.
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116 min
March 27, 2015
145: Arbitrage
Back from the Apple Watch event, Horace gives his trip report discussing watch pricing and what we now know of how Apple intends to sell them. What cognitive illusions might come into play as people consider the watch?
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91 min
March 10, 2015
144: The Hookup
Horace and Anders discuss Apple's brand reorientation from the intellectual and analytical to the emotional and instinctual. Moore's Law is fundamentally incompatible with luxury so new measures are necessary. What should one call this new paradigm?
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71 min
March 8, 2015
143: Moving Parts
Horace and Anders discuss the design of Gordon Murray and what it might take to enter the automotive industry. Is an integrated strategy the only way? What job would an Apple car be hired to do?
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72 min
February 26, 2015
142: The Great Insufficiency
Horace discusses his latest work at the Christensen Institute and considers why the educational system works the way it does. Can large scale education be modularized? In the second half of the show, Anders and Horace discuss the rumors about the possibility that Apple might be working on a car.
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67 min
February 18, 2015
141: Old Dogs
Horace presents the next class in The Critical MBA. Having too much of a fundamental footing could be a disadvantage when evaluating what theory might apply to a given situation. Could this be why so many fail to understand Apple? In the second half of the show, Horace and Anders discuss Amazon as retail goes online.
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62 min
February 18, 2015
140: Apple Earnings Call
In this special "live" version of The Critical Path, Horace gets the numbers just minutes before Apple's January 27th, 2015 earnings call and dissects them live. The show picks up just after the call finishes with a quick recap and discussion of yet another record quarter.
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69 min
January 23, 2015
139: The Great Gap
Horace and Anders discuss the current uncertainty in the commodities markets and take a look at the logical segments of the adoption curve. Could the conventional wisdom between invention and product in the market be wrong?
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73 min
January 20, 2015
138: The Critical MBA
Horace and Anders discuss this year's CES, Apple's record $25B in payments to developers as well as the initial installment of the Critical Path MBA. How is business taught in schools? What is a business school graduate optimized to do? Horace explains what one might need to know when considering a business degree.
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64 min
January 16, 2015
137: The Inception
Can we measure the time between inception of an idea and the disruption it later causes in the market? Startups are there to discover a job nobody sees yet but not all laboratory experiments make it to commercialization. Horace and Anders discuss the timing of disruption and look at Bitcoin as an example.
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63 min
January 12, 2015
136: An Interview about The Interview
Moisés Chiullan returns to join Horace Dediu in a discussion of the film "The Interview". Could the unique circumstances surrounding this film spur a renaissance in content creation in Hollywood?
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73 min
December 18, 2014
135: Fruit Fly Analysis
Horace outlines his work at The Clayton Christensen Institute and sets out a number of topics for upcoming shows. We also revisit YouTube and the art of self promotion.
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79 min
December 7, 2014
134: Chief Jobs Officer
Turning our focus back to "Jobs to be Done" theory, we look at how producers can exceed consumers and the role of the focus group from the "Jobs to be Done" viewpoint. We examine "Jobs to be Done" as an essential core of the product process. Where does this kind of thinking belong in an organization? Should we be redefining what being "the best" means? We close with a discussion about the "Job to be Done" of social media and how it might relate to the seven deadly sins.
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82 min
November 28, 2014
133: Transcendental Valuation
Having reached $700 billion we ask whether $1 trillion is an achievable valuation for Apple. We also discuss why this is not at all interesting. Also, the future of banking.
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68 min
November 25, 2014
132: The World's PIN Code
How does an organization's structure, resource allocation and measurement dictate it's capabilities? Horace and Anders discuss Amazon's AWS business in comparison to their traditional online retail business and the Apple and Google strategies.
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67 min
November 17, 2014
131: How Big is iCloud?
Apple's Services business is growing by leaps and bounds. How much of that can be attributed to iCloud? Horace and Anders consider how big the iCloud business is for Apple, as well as Apple's recent stock price rise in this "rolling show" on the way to the airport.
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43 min
November 7, 2014
130: Determinism vs. Probabilism
Horace and Anders discuss Apple Watch pricing, Consumerism and Planned Obsolescence. In the closing segment Horace presents a new dichotomy of company values.
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62 min
November 2, 2014
129: The Right Incentives
We talk about Samsung, Apple Pay (vs. CurrentC) and Xiaomi.
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63 min
October 24, 2014
128: The Upper End of Guidance
We go over Apple’s last earnings report. Is significant growth conceivable for the next quarter? Plus the new iMac and the end of visible pixels.
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56 min
October 17, 2014
127: Cupertino to San Francisco on 280
On the October 2014 iPad and iMac event. Where and when are the iPad killer apps going to come out?
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53 min
October 10, 2014
126: Making the world go 'round
Horace and Anders on the irrelevance of shareholders. Anticipating an Apple October 2014 event they discuss how the iPad and tablet designs could evolve. Diving into how brands can manage disruption through a whirlwind tour of products from cameras to watches to cars.
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63 min
October 8, 2014
125: War of Attrition
Horace and Anders analyze the possible business models for Apple Watch, how it may be introduced, distributed, sold, and bought. What impact will the Watch have on Apple's top and bottom lines? They further look into possible introductions for the rest of 2014. Horace sounds about to give up hopes on Apple TV.
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78 min
October 2, 2014
124: Big in Japan
Horace and Anders discuss Opening Weekend Sales of iPhone 6, Accurate Timekeeping Device, the 3rd tentpole of Apple Watch, leading to a brief history of wristwatches, a study of Job-to-be-done for the watch and what it signals about Apple's future. Horace also announces his new role at the Clay Christensen Institute, and the resumption of Airshow World Tour starting with Airshow Seattle on Nov 8.
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71 min
September 30, 2014
123: Salubrious
Steve Jobs said death is the best thing in life. And yet we seek immortality, or at least life extending technologies. What are the possibilities and implications of a salubrious app? Is life extension the next killer app?
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60 min
September 14, 2014
122: Where the Money is
How and why does Apple get paid for Apple Pay? Anders and Horace dive into the payments value chain and break it all down for you: what's in it for users, merchants, issuing banks and payment networks. What are the risks and opportunities for Apple? Is there a disruption about to happen?
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64 min
September 9, 2014
121: There's A Lot More To Say
Immediately after Apple's historic announcement on Sept 9, 2014, Horace Dediu, Farshad Nayeri and Anders Brownworth discuss Apple Watch...while driving to the Airport.
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38 min
September 8, 2014
120: I Wish I Could Say Less
Anders Brownworth and Horace Preview of Apple's September 2014 special event. We focus on how Apparel gets disrupted. We also wrap the Creativity, Inc. book review.
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69 min
August 19, 2014
119: Creativity and Engineering
Predictions of the iPhone Portfolio, big screen phones and what they are good for, and a tentative review of Ed Catmull's "Creativity, Inc"
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80 min
July 10, 2014
118: The Cook Doctrine
After a lengthy break, Horace and Moisés reflect on the substantial implications of Apple's WWDC announcements and the ongoing evolution within Apple culture. What does it take to allow for greatness?
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70 min
May 28, 2014
117: Why Did Apple Buy Beats?
Horace talks about CapEx and begins unpacking the massive topic that is The Capitalist's Dilemma. We focus on the surprisingly under-discussed data with regard to Apple's acquisition of Beats. The deal was officially announced within hours of this recording.
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75 min
May 8, 2014
116: Freshwater/Seawater
Horace and Moisés catch up on a few weeks of topics, from Apple earnings to iPad discontinuity to ecosystem disparity to followup on ComiXology. Why would you ask a freshwater fish what it's like to live in the open sea?
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68 min
April 14, 2014
115: The Canvas of Pixels
Horace and Moisés talk about Amazon's acquisition of ComiXology, digging into the very "local" nature of book publishing in general and the extreme regional differences in content popularity and delivery.
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72 min
March 25, 2014
114: Veronica's Dilemma
Horace and Moisés talk about the major triumphs and minor failures of the Veronica Mars campaign on Kickstarter and kick off a series on The Capitalist's Dilemma.
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87 min
March 6, 2014
113: Takt Time
Horace and Moisés talk about CarPlay, MWC2014, Microsoft and Nokia, "Tim Cook's outburst", per-user value, and re-evaluating how we analyze companies in tech.
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55 min
February 21, 2014
112: Business Model Diversification
Horace and Moisés examine Facebook's acquisition of Whatsapp: the job it is hired to do, and the value system attached. They also begin a look at The Capitalist's Dilemma.
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57 min
February 10, 2014
111: Man of Arts and Letters and Science
Horace and Moisés discuss the excitement surrounding Microsoft's hire of new CEO/poet Satya Nadella, Apple's recent numbers announcement, and yet more on Google (and their sale of Motorola to Lenovo).
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97 min
January 23, 2014
110: The Profit Algorithm
Horace is once again drawn to the paradox that is Google, a company full of data that shares almost none of it with its "customers" or the public.
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100 min
January 22, 2014
109: Google Ventures
Horace builds on his discussion of Google from the previous episode in light of the Nest acquisition news. We also look at the relatively unreported news regarding China lifting its 13-year ban on game consoles and the variables it introduces to a "big niche" industry.
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97 min
January 4, 2014
108: Chief Magical Officer
With new ChromeOS and Chromebook data, Horace returns us to the topic of Google. How do they define and view their customers, products, and businesses? Who actually serves whom? What user data is collected, how is it used, and why?
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74 min
December 27, 2013
107: Conservation Mentality
Horace and Moisés discuss iPhone's move onto China Mobile and the long-brewing implications. They dig into how Apple's potential reach dwarfs that of Google, Facebook, and Amazon combined in the People's Republic, and look back briefly on 2013.
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81 min
December 19, 2013
106: Can Bitcoin Be Money?
Horace and Moisés discuss the sudden decline of Bitcoin due to a crackdown in China, from the purpose of Bitcoin's existence to the nature and concept of a functional currency. What do we hire currency to do?
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62 min
December 15, 2013
105: Subsidize This
Horace unpacks the rumored, denied, and seemingly inevitable arrival of iPhone on China Mobile. Reflecting on smartphone adoption in the US, where does the unconventional logic take us from here?
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45 min
December 14, 2013
104: Cinematic Presentations
Fresh off of back-to-back AirShows, Horace discusses the future of his "cinematographic" presentation style and announces Airshow World Tour. We also look at episode #103's very prescient prediction of Amazon's move into delivering their own products.
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74 min
December 2, 2013
103: The Amazon Electric Car
A history of retail as a series of innovations in transportation. How to think about Amazon in a continuum of changing consumer behavior. The source of Amazon's market power and its hypothetical disruption. What would Amazon do and not do to improve its business.
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93 min
December 2, 2013
102: The Advertiser's Dilemma
A history of Cinema as seen through disruptive lenses. How did the medium evolve from novelty to experimentation to establishment of a predominant business model to concentration of power, regulation and ultimate stagnation. How to measure "performance" of a medium via the median age of the audience and how that affects the advertiser's calculus.
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106 min
November 17, 2013
101: The Genie is Out
The fascination with highly visible but largely unknown business models continues. How do infomercials work? What is the value of fashion? How can you make money when no creative idea can be protected? Why is Apple building a sapphire manufacturing facility? It's all part of a pattern.
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87 min
November 8, 2013
100: Fin du siècle
The closing of one and the onset of another era. In this hundredth episode of The Critical Path we look back to some of the big questions we asked and ask them again with hindsight and foresight. They are: 1. What happens to entertainment in the era of pervasive connectivity and computing? 2. What happens to privacy when citizenship requires divulging all your secrets to commercial entities? 3. What happens to the structure of computing when diffusions of innovations are instantly global?
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75 min
October 25, 2013
99: Grand Unified Theory
In the wake of Apple's final announcement event of the year, Horace and Moisés discuss the cost of free software, the unification of file formats, and the cost/benefit of interoperability.
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46 min
October 16, 2013
98: Kicking and Streaming
Horace and Moisés look beyond Apple's rumored "watch" project to contemplate the real reasoning behind recent executive acquisitions from the world of high fashion (and what it signals). Is Apple now driving "lifestyle" more forcefully than ever? We examine redefinition, from public face to product, and Mac Pro to (possibly) iPod nano.
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75 min
September 29, 2013
97: Squealing in Delight
Horace discusses AirShow NYC and his appearance on Bloomberg Surveillance, alongside blockbuster opening weekend sales of 9 million iPhone 5s/c units. We look ahead to what else Apple may have in store through sustaining and disruptive innovation.
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75 min
September 13, 2013
96: P is for Personal
Relative to Apple's iPhone 5c/s introduction, we extrapolate the implications of their "most forward-looking phone" by examining product against price point, feature set, and the mysterious possibilities within iPhone that Apple has yet to unlock.
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65 min
September 6, 2013
95: Catharsis or Anticlimax?
A special episode in three parts: 1) Too many variables: The mechanics of the Microsoft Nokia deal 2) Climbing Everest without oxygen: The implications for Microsoft and 3) Post-abyss: The implications for Nokia.
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84 min
September 1, 2013
94: The Limits of Executive Power
We begin with a defense of Ballmer for preserving great things, continue by condemning him for not having destroyed those very same things and end by asking whether anyone could have done the right thing.
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74 min
August 14, 2013
93: The Innovator's Curse
Markets are expected to do one thing and one thing only: determine price. What happens when they fail? The tragedy and comedy of corporate raiders. Also more on Airshow New York.
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73 min
July 15, 2013
92: Microsoft's Critical Path
Horace talks about Microsoft's reorganization from Divisional to Functional, and the implications on their Windows and Mobile OS roadmaps. In doing so, he and Moisés touch briefly on the subject of last episode, Scott Forstall's ouster from Apple.
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41 min
July 2, 2013
91: Apple's Douglas MacArthur
Horace expands on last episode's discussion of organizational structure, as well as his recent appearance on Screen Time with Guy English. We begin speculation on the job iWatch would be hired to do, and preview the relaunch of High Density.
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61 min
June 27, 2013
90: The Praetorian Guard
Horace investigates asymmetric organization structure, and how Apple's functional vision of careers and jobs differ from most tech companies.
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68 min
June 20, 2013
89: Not Bad for a Hobby
Horace reflects on his analysis of iTunes purchase data, details the just-announced AirShow in Chicago, and touches on fascinating "heat maps" of mobile platform use. We close our week of three shows by talking about "deep focus" and Citizen Kane.
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78 min
June 18, 2013
88: Siri in the Driver's Seat
In the second part of our WWDC wrapup, we delve into the large-scale shift represented by iOS 7. Siri guides us on the journey from navigation to consumption in our latest AsymCar segment, and Horace examines what iWork for iCloud means.
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52 min
June 18, 2013
87: De Gustibus
In the first part of a post-WWDC "doubleheader", we look back at AirShow and begin our dive into the keynote, with regard to Apple's hardcore product (Mac Pro), Mavericks, iTunes Radio, and examining discovery versus playback.
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55 min
May 27, 2013
86: Staying Foolish
Questions for Tim Cook; a brief look at the grammar of the organization; Xbox One vs. the Spruce Goose and how to avoid knowing too much.
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86 min
May 22, 2013
85: Achilles' Heel
An update on Airshow, the state of Apple retail, and beginning dialogue on the open question of what is Google's greatest weakness
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75 min
May 13, 2013
84: Blessed Are the Apps
A new theory of device-enabled presentations; the iTunes ARPU (average revenue per user) and its putative erosion; a definition of smart devices, the cycles of computing as a continuum.
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74 min
May 6, 2013
83: The Analyst Taxonomy
Horace proposes a classification of analysts and their motives and how to think about the value of commentary. We delve into how Apple executives obtain and preserve authority and talk about the disruptive impact of Nintendo. Also a hint about a new Perspective presentation before WWDC.
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82 min
April 29, 2013
82: Adding Rows
The Apple Q1 financial performance review with a short look at the impact of warranties on gross margins. The growth question: why financial analysis cannot offer insights into new product creation, and why makers of things think different. Finally, a new installment into Asymcar: why the process of car making is over-integrated, over-serving, and over-concentrated.
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97 min
April 23, 2013
81: Continuous Flow
We cover misleading headlines with respect to the iPhone at Verizon while questioning the ebb and flow of media tone on Apple news. We also dive deeper into Asymcar and how to think about car manufacturing. Finally, how to approach industry analysis regardless of your industry.
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73 min
April 16, 2013
80: Functional Structure
A report on Ùll with recollections from Don Metlon and Michael B. Johnson (Dr. Wave): what is a functional organization and why is that a thing of beauty? What do Pixar and Apple have in common? What is Horace's favorite Pixar movie? Also a new mini-installment on "Asymcar", what's wrong with cars?
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71 min
April 7, 2013
79: Make It Rain
This week we cover a bit of Facebook Home, a bit of YouTuber economics, the best analogy ever heard for Google's business model, and we kick off Auto industry analysis with the "Five Whys"-the paradoxical questions that nobody seems to be asking about cars.
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80 min
April 2, 2013
78: Facebook Inside
Youtubers, BlackBerries and what Facebook is planning with their "Home on Android". Horace and Moisés discuss how co-branding, strategy, and secret deals intertwine, with illustrations from Intel, Sony-Ericsson, and Acura
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71 min
March 25, 2013
77: Making Sausages
The more we deconstruct and take apart iTunes, the more we come to respect how it cannot exist independent of the system it's a part of. Its scope and scale and its history and future all indicate that there is more to it than just a store and that it might be a platform in its own right. We get into some more details about all these details and talk about where it came from and where we think it will end up.
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83 min
March 18, 2013
76: Google vs. Android
Beginning with the data on activations, we traverse the strategic implications of a shift in Android governance and management. Along the way we also cover Samsung's marketing strategy, budget, and the Galaxy S4 launch.
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73 min
March 5, 2013
75: Bigger Than US Steel
New data allows us to estimate the components of iTunes with more precision. The entire business is now transacting over $17 billion a year. We take a look at how this insight can be gained and what it means for the future of commercial media.
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70 min
February 25, 2013
74: Pixelated
On the disruption of console video games and the signals sent by Google with their very own Chromebook.
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84 min
February 18, 2013
73: The Best Single Invention of Life
A review of the Apple Store international roll-out process; a preview of an analysis of Apple's innovation culture as described by Tim Cook; a reflection on the sustainability of growth: personal, institutional and societal.
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78 min
February 6, 2013
72: Bingewatch
We take on the future of TV again, given the developments and experiments hitting the news. Hanging in the air like a big matzah ball is the question of a catalyst to bring long form video to the age of software. Not just digital production and distribution but an integration of software into the product itself. We get there via a quick recap of Asymconf California.
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87 min
January 18, 2013
71: Max Headroom
On assessing demand from "supplier checks"; measuring headroom and the race to a billion users; the disruption of computing becoming accepted by PC industry.
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66 min
January 11, 2013
70: Harvesting Talent
Over-serving TVs, bizarre keynotes, iPhone "mini", cracking the China code, the T-Mobile iPhone and the iPhone operator deal structure.
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92 min
January 1, 2013
69: The Concentration of Power
A discussion on a forthcoming blog post titled "The Last Feature Phone". Also why stock markets are intractable: the problem with understanding the motivation of buyers and sellers of equities, especially those who act on behalf of others as fund managers. Finally, a review of what's on Horace's to-do list for 2013 and a hint at the new 5by5 show High Density, the first episode which is linked in the show notes.
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65 min
December 21, 2012
68: On Very Large Scale Integrated Companies
A review of RIM's latest service pricing surprise; what do maps cost and what are they worth and the way to think about Google as a business.
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76 min
December 14, 2012
67: Manufacturing Flying Cars
On Samsung's use of Capital, Value Chain Evolution and Below the Surface. Why would you read the balance sheet of a tech company, the difference between R&D and capital spending, how to prevent suppliers becoming competitors and what are the economics of systems and application software in a device-centric model. Finally, why you shouldn't confuse obscurity with secrecy.
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66 min
December 8, 2012
66: An Area of Intense Interest
Horace and Moisés talk about stateside manufacturing, semi-annual product cycles and Tim Cook's area of intense interest. Also an update on Asymconf.
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77 min
November 28, 2012
65: The Shoe Seller's Dilemma
An update on Asymconf California, a discussion of engagement and why Android does not get enough of it, why Amazon likes giving away Fires and the causal hypothesis of Samsung's success in smartphones. That plus announcing a new 5by5 show: High Density.
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76 min
November 24, 2012
64: Mano a Mano
A dialogue with Benedict Evans, mobile analyst. Benedict has observed not only the technology and telecommunications industries as an equities analyst but also worked for an operator and a major media company. We take a look at mobile strategy and what the media industry will evolve into.
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69 min
November 15, 2012
63: In Orbit
Horace and Moisés talk about the consequences of Samsung's absorption of all Android profits, the limits of iPhone's addressable market, Apple bear markets and, like an object in orbit, how Apple seems to always be falling but never hits Earth. Finally, Horace introduces Asymconf California.
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71 min
November 7, 2012
62: The New Chess Game
In this episode Horace and Moisés discuss the iPad mini launch weekend (vis-a-vis older iPads and Windows 8), the curious case of choosy late adopters of smartphones in the US and the mystery of Apple's capex late in the year. Horace spins a yarn about how Apple is playing chess with Sharp and Foxconn (and others) vs. Samsung.
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83 min
November 5, 2012
61: Testing the App Supernova: An interview with Maxwell Wessel
Horace interviews Maxwell Wessel, fellow at Clay Christensen's Forum for Growth and Innovation at Harvard Business School. We explore the notion of apps as a disruption for multiple industries, especially entertainment.
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61 min
October 25, 2012
60: Innovation Anxiety
Horace and Moisés discuss Apple's recent announcements, Horace's trip to Taiwan, and an Asymco special announcement. They also analyze claims that Apple has stopped innovating, and look ahead to where Apple's "puck" is going.
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92 min
October 16, 2012
59: Gut-level Affection, An interview with Jean-Louis Gassée
Horace talks to Jean-Louis Gassée about the early years of personal computing from 1968 to 1991. Covering his early roles at HP, Exxon Office Systems and his years at Apple, the story takes us back to a time and place that seems so distant and yet so familiar.
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56 min
October 11, 2012
58: Going Commando
Horace and his new regular co-host Moisés Chiullan (5by5's Screen Time) discuss composing presentations on an iPad while on the road and, at long last, the completion of the Critical Path book. They also examine Apple's honing technique in design, and how it contributes to forging products that are as uniquely experiential as the traditional samurai sword. What job is there for the iPad mini to do? How do we stay focused on fundamentals when it comes to analyzing Apple's stock price? What will it take to get Horace to use App.Net again?
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73 min
October 3, 2012
57: There Were Too Many Newspapers in New York
A conversation with Philip Elmer-Dewitt on Apple's relationship with the media. How did the relationship evolve, is it changing and how is Apple addressing different media channels. Philip brings 30 years of experience to Apple journalism and provides some poignant anecdotes about Steve Jobs, the folklore of Apple and the disruption of journalism itself.
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56 min
September 28, 2012
56: Strategic Disadvantages: A discussion with James Allworth
James Allworth, Harvard Business School Forum for Growth and Innovation fellow and co-author of How Will You Measure Your Life joins Horace for an in-depth discussion of the vulnerability of Apple to low-end disruption. Specifically, assuming the iPhone reaches a point of over-service, did Apple arm its suppliers with the means to create its replacement? We dip into case studies of Dell, HP, HTC and Microsoft and touch on how iPod escaped this fate.
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68 min
September 22, 2012
55: Gravity Well
Horace and Moisés discuss the early consumer response to iOS 6 (Maps in particular), and how people appear to greatly prefer native apps to their web app counterparts. They also dig into just how large an opportunity cost Apple is capable of absorbing in the interest of protecting their platform. In doing so, they examine the native app vs. HTML5 debate.
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73 min
September 14, 2012
54: Moving the Ball Forward
Horace and Moisés discuss this week's Apple announcements, and implications as to where Apple goes from here, along with the rest of the industry.
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84 min
September 8, 2012
53: To Be First and Loudest
Horace is still out crossing the globe on secret missions, so Moisés Chiullan, host of Screen Time, fills in for Dan. This week, Horace covers his Swipe Conference presentation on the history of personal computing and the shift to new platforms that foreshadows the dawn of a new era, the state of the US mobile market and where Lumia fits into the fold, and how Samsung moves forward in the wake of the litigation.
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72 min
September 2, 2012
52: The Art of Making Money
With Horace criss-crossing the globe on various secret missions, Moisés Chiullan, host of Screen Time, fills in for Dan this week. In this episode, Horace follows up on last week's predictions now that the Apple v. Samsung verdict has been finalized ... or has it? Horace and Moisés also dig into the algebra needed to decode how many tablet units which manufacturers have sold, and what that means for Amazon's Kindle Fire in particular.
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69 min
August 23, 2012
51: Product Portfolio Theory
We cover three topics: 1. Safety and air travel: the bases of performance that don't get credit 2. The unintended consequences of litigation: US v. Microsoft and lessons learned for Apple v. Samsung 3. Product Portfolio theory: is focus impossible for everyone but Apple?
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66 min
August 15, 2012
50: From Impossible to Inevitable
The crumbs of data falling off the Samsung v. Apple trial table get some scrutiny. Horace expands on some of the hints from the partial release of information and then continues with a discussion of how market data is collected and whether it should be trusted. That leads to a question of whether private (or paid) analysis is "better" than public (and unpaid). The benefits of having access to the vastness of collaborators online and the public sources of info might be tipping the balance. Finally, we talk about how big ideas go from sounding impossible to being inevitable and who gets rewarded for making them so.
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68 min
August 8, 2012
49: Fly me to the Moon
Horace takes another look at the aviation industry and asks whatever happened to air taxis. Then we go back to the manufacturing miracle of WWII in order to ask what might be the limits to growth. That helps us describe the "top down" opportunity for iOS and mobile computing in general looking at the overall mobile phone market. Finally Dan asks what are the qualifications needed for an analyst to perform wide-ranging reviews of industries.
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58 min
August 1, 2012
48: Asymmetric Competition
We turn our attention to the notion of competition. It's a concept that has many contradictory connotations. What we anticipate as sporting or fair is never the way business or war is conducted. How should you think about this and why does it matter in every decision you make professionally and personally?
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64 min
July 25, 2012
47: Impatient for Growth
This episode is recorded on the day after Apple's second quarter earnings release. We go through all the income statement updates and discuss what went wrong (almost everything) and what went right (precious little). We use statements by management about India to answer the question of where the emerging market potential is for iPhone. Putting aside some of the missed opportunities or bad timings, the quarter is reviewed as less than the stellar performance we've become accustomed to but not bad all things considered.
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66 min
July 18, 2012
46: The Next Victim
Dan and Horace cover the valuation question regarding Apple and tech in general as seen through investors' eyes. We also look at who is most vulnerable in the ongoing mobile computing disruption and who are the up-and-coming challengers. Finally, Horace introduces the Perspective app which he uses to do all his presentations and a new platform for publishing complex or rich data.
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57 min
July 11, 2012
45: Management vs. Leadership
We start with a discussion of RIM's latest quarterly performance and follow with a description of the inherent tension between managing and leading. To further illustrate this divergence we discuss the conflicting messages from Microsoft relative to the Surface.
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71 min
June 27, 2012
44: White Knights and White Nights
Dan and Horace reflect on the Osbourne effect of Windows Phone 8 on Nokia and how to value a company in distress. In particular, we talk about the potential of a Microsoft acquisition and the conditions needed to make it happen. Horace takes two reader questions: How did Samsung succeed while other vendors failed with Android and what are the pitfalls that could cause Apple to stumble.
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71 min
June 20, 2012
43: We'll take it from here
Horace and Dan look at Microsoft's Surface through disruption colored lenses. First, the ongoing evolution of the computing value chain and how it foretold us of Surface. Second, how the economics of Microsoft's businesses makes Surface compelling. We also begin a new segment tentatively called "Reader Questions". This time it's education: is it disruptable? If so how can we tell and where will it lead us?
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59 min
June 13, 2012
42: Full Circle
Having just returned from China, Horace gives his impressions which leads to a discussion about industrialization and innovation and how countries "mature" and what is Apple doing in China and the new relationship between Apple and strategic partnerships and the new stats from WWDC 2012 about developer revenues and how that differs from Android and the 400 million Android devices activated vs. 400 million iOS devices built, in China.
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80 min
June 6, 2012
41: Contextual Inquiry
Dan and Horace talk about the distinction between what Facebook is and what its value is perceived to be. We touch on both the opportunities and the challenges for social media and how these are reflected in the IPO. We note how and why Facebook integration in iOS might happen. Horace has a few words about China, WWDC, and the future of apps on TVs. It's all about context.
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53 min
May 30, 2012
40: Awaiting the Big Bang
This week, Horace follows up on his discussion of automobiles and road infrastructure by talking about how road networks were rebuilt in European countries to accommodate cycling. That leads to hints about the challenge of re-building energy infrastructure to support new power train technologies. Finally He and Dan also analyze comments made by Tim Cook at the recent D10 conference about Apple TV and disruption of the entertainment industry.
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63 min
May 23, 2012
39: The Locus of Power
Dan and Horace take a nostalgic trip through the automotive industry. Horace asks why should a 20 year old car (which he happens to own) be replaced? Why are cars built to be disposed of and why aren't they meaningfully improved based on new jobs to be done? In this episode we look at the auto industry as a proxy for other "network-based" industries which reach plateaus of innovation and can go no further. Plus, Horace challenges readers to guess what car he drives.
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65 min
May 16, 2012
38: Seeking Enlightenment
Horace and Dan wade into Android Economics expanding on the series of posts on Asymco. We also give an update on The Critical Path Kickstarter project.
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59 min
May 9, 2012
37: Pathfinder I
Horace and Dan talk about how the Critical Path (The First Year) ebook Kickstarter project began, and hint at an upcoming topic: how to analyze the Android market.
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47 min
May 2, 2012
36: An Interview with Clayton Christensen
Horace interviews his teacher Clay Christensen to discuss his new book, How Will You Measure Your Life. We discuss some of the concepts of learning, jobs to be done and approaches to self-disruption. We also cover what Clay is working on next in his writing and research. Lastly, we talk about what Apple should worry about in its disruptive journey.
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62 min
April 25, 2012
35: Joys and Sorrows
A review of Apple's performance in the first calendar quarter. Covering the iPhone's predictability, greater China and international opportunity swamping the US opportunity, the iPad surprise and what mobile means to Apple. Dan and Horace ponder what it means for the largest company in the world to also be the fastest growing company in the world. We discuss whether there is a mobile bubble and, as a bonus, Horace predicts the launch timing of the next iPhone.
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67 min
April 18, 2012
34: Climax and Anti-climax
Horace and Dan talk about the recently ended Asymconf 1.0 focusing on the risks taken and rewards obtained. We cover the concept, technical implementation, dynamics and where the show will go from here. Horace describes the fascinating "lost tapes" of Steve Jobs and Nokia's latest anticlimactic results.
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81 min
April 11, 2012
33: The Futility of Machinations
Dan and Horace are back to discuss the latest news from Nokia, RIM, HTC and Sony and what they have to do with each other. We touch on the distinction between market and product orientation and meander into the question of what is the value of the enterprise vis-a-vis the product it sells and what management has meant and what it should mean. We even tackle the history (and future) of history.
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68 min
April 4, 2012
32: Mockumentary
Horace talks again with Dan Abrams about film budgeting, Kickstarter, pre-production, location, technology for production, and a surprise announcement. We also discuss the project-oriented nature of movie production vis-a-vis "pipelined" product development, the history of studios and how they evolved, Pixar and much. much more.
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60 min
March 29, 2012
31: Greenlighting
Horace talks to Mike Schneider, a feature film development executive about what development means in the context of filmmaking. We cover the changes the development process faces, the impact of technology on business models and the future role of development in a more integrated film value chain.
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72 min
March 21, 2012
30: Jetlag
The thirtieth Critical Path is an extended edition covering a broad sweep of topics: The new iPad and the value of filling the gaps, trip report on the Apple Investor Summit, Conversations with a TV show writer, Tim Cook's attack on the cash mountain and an update on Asymconf. Horace also talks about his cure for jet lag.
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81 min
March 14, 2012
29: The Consequences of Disruption
We discuss the five characteristics of disruption: Net growth and value creation, inevitability, increased speed of change, necessity for macroeconomic growth, historical consequences. This and much more will form the basis of discussion for Asymconf.
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50 min
March 7, 2012
28: False Profit
Horace interviews writer/producer Dan Abrams. Dan talks us through the budgets and cost structures of independent movies as well as the obstacles to innovation presented by the current industry structure. We talk about some of the new concepts that are emerging as means to overcome these obstacles. We also talk about new forms of distribution and financing that enable long-tail film and TV content. Dan also talks about his upcoming mockumentary about the Global Financial Crisis (www.falseprofitthemovie.com).
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62 min
March 2, 2012
27: Supernova
iPads and what we'll hire them to do for us. We talk about how measurements of the market show an unprecedented growth in mobile computing and how that leads to a new context for computing along axes of non-consumption. That could mean that the devices will become powerful enough to allow most people to be creative and reach self-realization.
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63 min
February 22, 2012
26: Zeitgeist
Act I: An analysis of the manufacturing cost structure for iPhones Act II: The $10 billion App store economy and how to quantify value of apps per iPhone Act III: Like GM and IBM, rather than seeing it as the exception, Apple may be the rule that defines an era.
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60 min
February 17, 2012
25: Only the freshest Mountain Dew
We take a look at Mountain Lion as evidence that Apple is cross-pollinating its product lines. We look at the Apple stores as a service brand and Horace tips his hand ever so slightly about Asymconf.
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51 min
February 5, 2012
24: Spidey Sense
We talk about Apple's fourth quarter, Horace's trip to California and his visit to Colbert Report. It's all leading up to a fusion of entertainment and technology to create something never seen before. Something wonderful.
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57 min
January 27, 2012
23: Auteur Theory
Horace talks to Prof. Bill Torgerson from St. John's University about the writing process and how it survives and/or thrives as a commercial enterprise. We touch on writing for movies and compare the collaborative process of "content creation" vs. the "single voice" of an author. If you make software you really should pay attention to how art is made. And vice versa.
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66 min
January 18, 2012
22: Asymconf
Horace announces Asymconf and takes an archaeological expedition into the ancient history of personal computing so we can understand the distant future.
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62 min
January 11, 2012
21: Negative Costs
Continuing our discussion of the creative side of Hollywood accounting, Dan and Horace take on the way income from movies is distributed and why no movies ever make money. The observations sharpen focus on the over-arching influence distribution has on the creative process.
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57 min
January 4, 2012
20: Below the (belt)line
Horace and Dan begin a journey through the financial carnival that is Hollywood and talk about the wonders they encounter.
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67 min
December 29, 2011
19: The hiring and firing of milkshakes and candy bars
Horace talks with Bob Moesta, a pioneer of Job To be Done research. We go over the theory and process of understanding what products are really hired to do and ask why this understanding is so hard to come by. In a discussion rich with examples from multiple industries Bob illustrates how marketing, design and engineering are all dancing around the question of how product should be developed. Could the universally accepted compartmentalization of corporate functions be a root cause to product failure?
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60 min
December 21, 2011
18: Who's Paying for My Lunch?
Dan and Horace ponder why some companies are more mysterious than others. We ask whether transparency and simplicity of business models is a sign of strength or weakness. We compare the measurement, creation and capture of value and why we should celebrate the mortality of businesses.
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57 min
December 21, 2011
17: Working with Clay
Horace interviews James Allworth, author, Fellow at the Forum for Growth and Innovation at Harvard Business School, and a former Apple employee. James describes what it's like working with Clayton Christensen and takes us on a journey through the latest academic and applied research being conducted on the theories of disruptive innovation.
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62 min
December 14, 2011
16: The Existence Proof
Horace interviews Dan Benjamin on the motivation, basis of competition and trajectory of the 5by5 network. By studying where podcasting came from and where it's going we provide proof of existence of disruption in "big media".
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58 min
December 12, 2011
15: The Theater of Disruption
Horace talks to actor Hoon Lee about the challenges of disrupting the creative arts in general, and theater in particular. By observing the changes in the performing arts we look to how mainstream media will change in response to technological and economic pressures.
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64 min
November 24, 2011
14: The Super-platform ecosystem
In the first of the Critical Path Interviews, Horace discusses the disruptive potential of cloud computing with Randy Bias. Is the new ecosystem the coupling of devices with backend cloud APIs? How do we calibrate new business models based on tightly coupled super-platforms.
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58 min
November 16, 2011
13: The Innovation Anomalies
Dan and Horace talk about innovations in emerging countries related to mobile service and how that might foreshadow changes in the developed world. We also discuss why some industries seem to be exempt from disruptive innovation and suggest that there are boundaries societies set to value re-definition.
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56 min
November 2, 2011
12: Back to the Future
Dan and Horace talk about the tension between relying on data and using intuition to make strategy decisions. We also apply this dual approach to think through the next evolution of user interaction and the jobs we might hire mobile computers to do for us.
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57 min
October 26, 2011
11: The Thermonuclear Option
Dan and Horace talk about patents and litigation as a means of defending innovation. We go way back to the beginning of the last century and talk how patent wars have played out in the past and how they affected the fortunes and fates of innovators.
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58 min
October 19, 2011
10: The Means of Production
Dan and Horace talk about Apple's quarter with an eye toward the operational commitments being made. We cover the cost of store openings, data center purchases and machinery used in manufacturing iOS devices. By tracking capital expenses we can get a clue about where Apple wants to go.
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56 min
October 5, 2011
9: Getting To Know You
Dan and Horace talk about some of the more profound implications of "intelligent assistance" in personal devices both in terms of business models and in terms of industry dynamics. Getting assistance is an implied bargain we all make as internet citizens but what do we pay for that assistance?
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59 min
September 28, 2011
8: In Memory of Robert Boyle
Horace and Dan talk about why CEOs are paid so much and what analysis has come to mean in equities research and the value of cross-pollination between the camps that form around technology companies.
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47 min
September 21, 2011
7: Genericized Trademarks
Horace and Dan look at brand theory and decide it should not be left to the experts. Also, we ask what jobs products are hired to do and tie that to the meaning imparted in the brand and visual imagery associated with it.
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58 min
September 14, 2011
6: Black Boxes
Horace and Dan tackle corporate valuation and hypothesize whether amateur bloggers know more about Apple than professional analysts. We also look at the ancient economic history of Windows and how that still shapes it today.
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62 min
August 23, 2011
5: HP's Innovation Antibodies
Horace and Ryan discuss HP's departure from the PC business, the end of the TouchPad, buying your way into innovation and what it takes to compete and survive in the Post PC era.
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57 min
August 17, 2011
4: Acquisitions
Sitting in for Dan while he is on paternity leave, Ryan Irelan speaks with Horace Dediu about Google's planned acquisition of Motorola Mobility and the potential ramifications for competitors.
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52 min
July 3, 2011
3: It's Good to Be King
Horace Dediu and Dan Benjamin discuss the power of cash to control supply chains in the post-PC era and how Apple is challenging conventional wisdom about its value to shareholders.
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57 min
June 17, 2011
2: Synchronized failure
Horace Dediu and Dan Benjamin discuss how smartphone pioneers Nokia and RIM falter while the market is booming.
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51 min
June 7, 2011
1: The Five Year Plan
In this inaugural episode, Horace Dediu and Dan Benjamin try to weigh the strategic implications of Apple's WWDC announcements. We take a look at the impact on RIM, operators, Google and Apple's flirtation with Twitter.
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56 min
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