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  • 154: Come Fly With Me

    Jul 6, 2015, 5:00 pm
    Horace and Anders talk about the "Plug Bug", safety in the aircraft industry and take listener questions.
  • 153: Across the USA

    Jun 22, 2015, 1:30 pm
    On the heals of an epic driving trip across the United States, Horace discusses WWDC and takes listener questions from Twitter.
  • 152: Chief Jobs Officer Part 2

    10:45pm
    Horace talks about Jony Ive's promotion and answers listener questions on everything from Apple TV to the need for companies to "have children".
  • 151: Why Herbivores Could Never Read

    Jun 2, 2015, 1:30 pm
    Horace and Anders discuss Comcast, cable companies and lowest common denominator content on television screens everywhere. After the break, Horace takes listener questions from Twitter.
  • 150: Circling Back

    May 21, 2015, 7:00 pm
    Horace interviews Anders about Goldman Sachs' investment in Internet finance company Circle and we take listener questions over Twitter.
  • 149: Whippersnapper

    4:30pm
    From impressive iPhone sales to slowing iPad revenues, Horace and Anders recap the most recent Apple earnings. In the latter half of the show, Horace takes questions from Twitter.
  • 148: Fight for the Wrist

    Apr 30, 2015, 9:15 pm
    What does the Apple Watch mean? Can it be considered disruptive? Horace and Anders consider if the Apple Watch represents a meaningful "real estate" business.
  • 147: Attracting the Mind

    Apr 28, 2015, 9:00 pm
    Horace and Anders look at the segments of the luxury market and consider how success can be measured in Apple's watch business.
  • 146: Bob Moesta

    Apr 9, 2015, 9:45 am
    Bob Moesta demonstrates Jobs to be Done interview technique by speaking with Horace about a car purchase.
  • 145: Arbitrage

    Mar 26, 2015, 10:30 pm
    Back from the Apple Watch event, Horace gives his trip report discussing watch pricing and what we now know of how Apple intends to sell them. What cognitive illusions might come into play as people consider the watch?
  • 144: The Hookup

    Mar 10, 2015, 2:00 pm
    Horace and Anders discuss Apple's brand reorientation from the intellectual and analytical to the emotional and instinctual. Moore's Law is fundamentally incompatible with luxury so new measures are necessary. What should one call this new paradigm?
  • 143: Moving Parts

    Mar 7, 2015, 7:00 pm
    Horace and Anders discuss the design of Gordon Murray and what it might take to enter the automotive industry. Is an integrated strategy the only way? What job would an Apple car be hired to do?
  • 142: The Great Insufficiency

    Feb 26, 2015, 5:45 pm
    Horace discusses his latest work at the Christensen Institute and considers why the educational system works the way it does. Can large scale education be modularized? In the second half of the show, Anders and Horace discuss the rumors about the possibility…
  • 141: Old Dogs

    Feb 17, 2015, 9:30 pm
    Horace presents the next class in The Critical MBA. Having too much of a fundamental footing could be a disadvantage when evaluating what theory might apply to a given situation. Could this be why so many fail to understand Apple? In the second half of the…
  • 140: Apple Earnings Call

    Feb 17, 2015, 9:00 pm
    In this special "live" version of The Critical Path, Horace gets the numbers just minutes before Apple's January 27th, 2015 earnings call and dissects them live. The show picks up just after the call finishes with a quick recap and discussion of yet another…
  • 139: The Great Gap

    Jan 23, 2015, 5:00 pm
    Horace and Anders discuss the current uncertainty in the commodities markets and take a look at the logical segments of the adoption curve. Could the conventional wisdom between invention and product in the market be wrong?
  • 138: The Critical MBA

    Jan 20, 2015, 10:00 am
    Horace and Anders discuss this year's CES, Apple's record $25B in payments to developers as well as the initial installment of the Critical Path MBA. How is business taught in schools? What is a business school graduate optimized to do? Horace explains what…
  • 137: The Inception

    Jan 16, 2015, 1:00 pm
    Can we measure the time between inception of an idea and the disruption it later causes in the market? Startups are there to discover a job nobody sees yet but not all laboratory experiments make it to commercialization. Horace and Anders discuss the timing of…
  • 136: An Interview about The Interview

    Jan 12, 2015, 1:30 am
    Moisés Chiullan returns to join Horace Dediu in a discussion of the film "The Interview". Could the unique circumstances surrounding this film spur a renaissance in content creation in Hollywood?
  • 135: Fruit Fly Analysis

    Dec 18, 2014, 4:00 pm
    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…
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