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  • My favorite questions

    Tue 10:51am By Horace Dediu
    What is an innovation? What is the difference between ideas, inventions, novelties, discoveries and creations? What is a disruption, formally-speaking? Also, what is it informally speaking? Why the distinction? What is Performance (or P-space)? How does…
  • The Critical Path #180: Asking the right questions

    Jun 27, 2016, 9:42 am By Horace Dediu
    Horace and Anders discuss the numbers from WWDC, what didn’t come from WWDC.  And cars! Source: The Critical Path #180
  • Tesla and SolarCity: Straddling the modular/integrated divide

    Jun 23, 2016, 2:29 pm By Horace Dediu
    A merger is the result of two entities in the same business joining forces. It is usually justified through “synergy”, a euphemism for removing redundancies from their unity. Arithmetically, the desired outcome is that the resulting organization should…
  • Missing the boat in music

    Jun 20, 2016, 4:05 pm By Horace Dediu
    When Spotify and Pandora were starting their streaming services many were quick to point out that Apple was about to be disrupted. The future, they said, was streaming because (young) people could not be bothered with ownership of music and the limitations of…
  • Listen to “Is the shine off (the) Apple?” – Podcast

    Jun 17, 2016, 12:33 pm By asymco-admin
    Apple is among the biggest companies in the world. But what has it done for us lately? We break down where the company is headed with help from two of the best Apple analysts in the game — Horace Dediu and Neil Cybart. How does Apple compete going forward?…
  • Sponsor: Working Copy, Git client for iOS

    Jun 16, 2016, 2:57 pm By asymco-admin
    Working Copy is a powerful Git client for iPhone & iPad. It lets you clone repositories, edit files and commit changes. Other applications can open files inside Working Copy, granting Git access to all of iOS. Having Git on both your regular computers and your…
  • State of the Ecosystem

    Jun 16, 2016, 12:35 pm By Horace Dediu
    At WWDC 2016 Apple offered a set of new data points to illustrate its ecosystem’s robustness. First, the number of registered developers increased by 2 million in the last year to a total of 13 million. That is a growth rate of 18%. To compare this total…
  • The Critical Path #178: The Luxurious Internet Experience

    Jun 2, 2016, 5:48 pm By Horace Dediu
    Horace and special co-host Farshad Nayeri discuss Log Log Scale, the iPhone SE and Artificial Intelligence. Source: The Critical Path #178
  • The Critical Path #176 The Over-Under Service Dichotomy

    May 16, 2016, 10:11 am By Horace Dediu
    Horace talks about developments in Disruption theory. A fairly long and deep discourse on the state-of-the-art in innovation theory development. Source: The Critical Path #176
  • Asymcar #33 Concept, Outcome and Pivot

    May 10, 2016, 10:11 am By Horace Dediu
      Sam Abuelsamid reflects on the origins of BMW’s i program, today’s economics and the application of lessons learned. We veer into supply chain details and consider the path that the legacy automakers have chosen. The show closes with a discussion of…