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  • 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

    Aug 19, 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

    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

    12:45pm
    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?

    Dec 19, 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

    Dec 14, 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

    Dec 14, 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

    Dec 2, 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

    Dec 2, 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

    Nov 17, 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

    Nov 8, 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

    2:00pm
    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

    Oct 16, 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…
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