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  • 135: Fruit Fly Analysis

    Thu 4:00pm
    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.
  • 134: Chief Jobs Officer

    Dec 7, 2014, 10:00 am
    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…
  • 133: Transcendental Valuation

    Nov 28, 2014, 11:45 am
    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.
  • 132: The World's PIN Code

    Nov 24, 2014, 9:00 pm
    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.
  • 131: How Big is iCloud?

    Nov 17, 2014, 10:00 am
    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…
  • 130: Determinism vs. Probabilism

    Nov 7, 2014, 9:00 am
    Horace and Anders discuss Apple Watch pricing, Consumerism and Planned Obsolescence. In the closing segment Horace presents a new dichotomy of company values.
  • 129: The Right Incentives

    Nov 2, 2014, 12:00 pm
    We talk about Samsung, Apple Pay (vs. CurrentC) and Xiaomi.
  • 128: The Upper End of Guidance

    Oct 24, 2014, 5:15 pm
    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.
  • 127: Cupertino to San Francisco on 280

    Oct 17, 2014, 6:00 pm
    On the October 2014 iPad and iMac event. Where and when are the iPad killer apps going to come out?
  • 126: Making the world go 'round

    Oct 10, 2014, 7:00 pm
    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…
  • 125: War of Attrition

    Oct 8, 2014, 8:00 am
    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…
  • 124: Big in Japan

    Oct 2, 2014, 8:00 am
    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.…
  • 123: Salubrious

    Sep 30, 2014, 10:00 am
    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?
  • 122: Where the Money is

    Sep 14, 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

    Sep 9, 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

    Sep 8, 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

    Tue 2:30pm
    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

    Jul 10, 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?

    May 28, 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

    May 8, 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

    Apr 14, 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

    Mar 25, 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

    Mar 5, 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

    Feb 21, 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

    Feb 10, 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

    Jan 23, 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

    Jan 22, 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

    Jan 4, 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

    Dec 27, 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?

    Thu 5:00pm
    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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