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  • Fluid Coupling

    Mon 1:08pm By Horace Dediu
    When exactly did enterprises become late adopters of technology? We know that they were some of the first buyers of computers. IBM sold tabulating and later computing machines to businesses starting in the 1910s. During the 1980s it was businesses which bought…
  • Influencer Insights Podcast | Kea Company’s Influencer Insights

    Mon 11:33am By Horace Dediu
    Over the last couple of years we have been witness to the rise (and fall) of new research initiatives. What defines them, and what drives them to take on the market as they do? Hosts Thom and Derk Erbé are joined by Phil Fersht, Michael Coté, William Tincup…
  • The Critical Path #157

    Mon 11:32am By Horace Dediu
    Horace discusses the recent market turmoil and takes listener questions on everything from Alphabet to SpaceX. Source: The Critical Path #157
  • The Critical Path #156

    Wed 8:52am By Horace Dediu
    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. Source: The Critical Path #156
  • (Much) Bigger than Hollywood

    Aug 25, 2015, 6:08 pm By Horace Dediu
    Eddy Cue seems like a nice guy. I can’t say that for sure as I’ve never met him, but he seems to be amiable enough. Maybe it’s because he has a seat on Ferrari’s board of directors. Maybe it’s because he enjoys dancing. Or maybe it’s…
  • Impetus | Transcribing Asymcar

    Aug 21, 2015, 3:06 pm By Horace Dediu
    Due to some research and related writing I’ve been working on which revolve around the potential for disruption in the auto industry, I have wanted the ability to quickly search the Asymcar and The Critical Path podcasts to locate material I remember…
  • Podcast: The New Industry Analysts, Who Are They? (Part Two)

    Aug 21, 2015, 1:39 pm By Horace Dediu
    Over the last couple of years we have been witness to the rise (and fall) of new research initiatives. What defines them, and what drives them to take on the market as they do? Hosts Thom and Derk Erbé are joined by Phil Fersht, Michael Coté, William Tincup…
  • Podcast: The New Industry Analysts, Who Are They? (Part One)

    Aug 13, 2015, 11:30 am By Horace Dediu
    Over the last couple of years we have been witness to the rise (and fall) of new research initiatives. What defines them, and what drives them to take on the market as they do? Hosts Thom and Derk Erbé are joined by Phil Fersht, Michael Coté, William Tincup…
  • The Alphabet of Google A and Google B

    Aug 11, 2015, 3:24 am By Horace Dediu
    For the last few years, I’ve been proposing that the way to conceptualize Google is as two separate entities: Google A and Google B. Roughly speaking Google A was the R&D[1] organization and Google B was SG&A[2]. You can find the operating expenses of…
  • The new switchers

    Aug 10, 2015, 5:56 am By Horace Dediu
    During the last quarterly earnings call, Tim Cook said that Apple has seen the highest switching rate from Android ever. That there is switching isn’t surprising. We’ve seen many surveys which show higher loyalty with iOS than with Android. But it’s been…
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