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  • The Critical Path #142: The Great Insufficiency

    2h By Horace Dediu
    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…
  • The Analyst’s Guide to Apple Category Entry

    9:30am By Horace Dediu
    Understanding Apple’s intentions seems to be a popular parlor game and there are many attempts at divining intention from data and market study. These attempts at market research for answers are futile because Apple does not compete in existing markets but…
  • Sponsor: Elgato Thunderbolt™ 2 Dock

    Feb 23, 2015, 8:58 am By Horace Dediu
    Connect everything with one cable. Elgato Thunderbolt™ 2 Dock enables you to connect everything to your MacBook or Ultrabook at once. With two Thunderbolt™ 2 ports, connect your computer with only one cable and simultaneously enjoy the extended…
  • The Entrant’s Guide to The Automobile Industry

    Feb 23, 2015, 8:04 am By Horace Dediu
    Like a siren, it calls. The Auto Industry is significant. With gross revenues of over $2 trillion, production of over 66 million vehicles and growing[1] it seems to be a big, juicy target. It employs 9 million people directly and 50 million indirectly and…
  • The Critical Path #141: Old Dogs

    Feb 18, 2015, 12:52 pm By Horace Dediu
    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…
  • The Critical Path #140: Apple Earnings Call

    Feb 18, 2015, 12:52 pm By Horace Dediu
    In this special “live” version of The Critical Path, Horace gets the numbers just minutes before Apples 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…
  • Sponsor: Counterpoint

    Feb 12, 2015, 8:58 am By asymco-admin
    Do you or your team need a detailed understanding of smartphone sales or installed base? For example: How many Galaxy Note 4s were sold last month versus iPhone 6 Plus? What is the typical spec of a $150 Android smartphone? Or any of a million other questions.…
  • The S&P 499

    Feb 11, 2015, 7:01 am By Horace Dediu
    Thomson Reuters reported that excluding Apple, the entire S&P 500 grew profits at a rate of 4.4%. Including Apple the figure is 6.4%. Using one weird trick[1] I calculated the value of profits generated by the S&P 499 (i.e.the largest public companies…
  • How many iOS devices did/will Apple ship?

    Feb 10, 2015, 7:23 am By Horace Dediu
    Last August I wrote: It’s therefore reasonable to assume that calendar 2014 will see at least 250 million iOS devices sold The actual figure was 259.5 million. Looking ahead, the capital spending pattern so far shows a distinct rise heading into Q1. This…
  • Apple’s Growth Scorecard

    Feb 9, 2015, 7:40 am By Horace Dediu
    Apple’s Net Sales grew at the rate of 30% in the last quarter. Earnings per share grew at 47%. Both of these figures are the highest since 2012. It should be noted that although the rate of growth is extraordinarily high, the company never actually stopped…
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