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  • The Critical Path 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.
  • The Critical Path 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.
  • The Critical Path 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.
  • The Critical Path 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.
  • The Critical Path 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).
  • The Critical Path 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.
  • The Critical Path 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"…
  • The Critical Path 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?
  • The Critical Path 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.
  • The Critical Path 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?
  • The Critical Path 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?
  • The Critical Path 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.
  • The Critical Path 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…
  • The Critical Path 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…
  • The Critical Path 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?…
  • The Critical Path 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:…
  • The Critical Path 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.
  • The Critical Path 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…
  • The Critical Path 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.
  • The Critical Path 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.
  • The Critical Path 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.
  • The Critical Path 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.
  • The Critical Path 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.
  • The Critical Path 92: Microsoft's Critical Path

    15 July 2013, 12:00 pm

    Horace talks about Microsoft's reorganization from Divisional to Functional, and the implications on their Windows and Mobile OS roadmaps. In doing so, he and Moisés touch briefly on the subject of last episode, Scott Forstall's ouster from Apple.
  • The Critical Path 91: Apple's Douglas MacArthur

    2 July 2013, 11:45 am

    Horace expands on last episode's discussion of organizational structure, as well as his recent appearance on Screen Time with Guy English. We begin speculation on the job iWatch would be hired to do, and preview the relaunch of High Density.
  • The Critical Path 90: The Praetorian Guard

    27 June 2013, 12:45 pm

    Horace investigates asymmetric organization structure, and how Apple's functional vision of careers and jobs differ from most tech companies.
  • The Critical Path 89: Not Bad for a Hobby

    20 June 2013, 7:00 pm

    Horace reflects on his analysis of iTunes purchase data, details the just-announced AirShow in Chicago, and touches on fascinating "heat maps" of mobile platform use. We close our week of three shows by talking about "deep focus" and Citizen Kane.
  • The Critical Path 88: Siri in the Driver's Seat

    18 June 2013, 1:30 pm

    In the second part of our WWDC wrapup, we delve into the large-scale shift represented by iOS 7. Siri guides us on the journey from navigation to consumption in our latest AsymCar segment, and Horace examines what iWork for iCloud means.
  • The Critical Path 87: De Gustibus

    18 June 2013, 1:15 pm

    In the first part of a post-WWDC "doubleheader", we look back at AirShow and begin our dive into the keynote, with regard to Apple's hardcore product (Mac Pro), Mavericks, iTunes Radio, and examining discovery versus playback.
  • The Critical Path 86: Staying Foolish

    27 May 2013, 6:30 pm

    Questions for Tim Cook; a brief look at the grammar of the organization; Xbox One vs. the Spruce Goose and how to avoid knowing too much.

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