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  • 122: Where the Money is

    14 September 2014, 9:00 am

    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…
  • 121: There's A Lot More To Say

    9 September 2014, 5:00 pm

    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.
  • 120: I Wish I Could Say Less

    8 September 2014, 11:00 am

    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.
  • 119: Creativity and Engineering

    19 August 2014, 2:30 pm

    Predictions of the iPhone Portfolio, big screen phones and what they are good for, and a tentative review of Ed Catmull's "Creativity, Inc"
  • 118: The Cook Doctrine

    10 July 2014, 1:30 pm

    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?
  • 117: Why Did Apple Buy Beats?

    28 May 2014, 4:45 pm

    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.
  • 116: Freshwater/Seawater

    8 May 2014, 5:30 pm

    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?
  • 115: The Canvas of Pixels

    14 April 2014, 12:30 pm

    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.
  • 114: Veronica's Dilemma

    25 March 2014, 12:45 pm

    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.
  • 113: Takt Time

    5 March 2014, 9:00 pm

    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.
  • 112: Business Model Diversification

    21 February 2014, 12:00 pm

    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.
  • 111: Man of Arts and Letters and Science

    10 February 2014, 1:30 pm

    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).
  • 110: The Profit Algorithm

    23 January 2014, 12:45 pm

    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.
  • 109: Google Ventures

    22 January 2014, 12:45 pm

    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"…
  • 108: Chief Magical Officer

    4 January 2014, 12:00 am

    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?
  • 107: Conservation Mentality

    27 December 2013, 12:00 pm

    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.
  • 106: Can Bitcoin Be Money?

    19 December 2013, 5:00 pm

    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?
  • 105: Subsidize This

    14 December 2013, 7:15 pm

    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?
  • 104: Cinematic Presentations

    14 December 2013, 10:00 am

    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.
  • 103: The Amazon Electric Car

    2 December 2013, 2:15 pm

    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…
  • 102: The Advertiser's Dilemma

    2 December 2013, 2:00 pm

    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…
  • 101: The Genie is Out

    17 November 2013, 2:00 pm

    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?…
  • 100: Fin du siècle

    8 November 2013, 12:00 pm

    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:…
  • 99: Grand Unified Theory

    25 October 2013, 2:00 pm

    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.
  • 98: Kicking and Streaming

    16 October 2013, 12:30 pm

    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…
  • 97: Squealing in Delight

    28 September 2013, 9:00 pm

    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.
  • 96: P is for Personal

    13 September 2013, 6:30 pm

    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.
  • 95: Catharsis or Anticlimax?

    6 September 2013, 1:45 pm

    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.
  • 94: The Limits of Executive Power

    1 September 2013, 4:00 pm

    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.
  • 93: The Innovator's Curse

    14 August 2013, 1:00 pm

    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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