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  • 142: The Great Insufficiency

    Thu 5:45pm
    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

    Sun 12:00pm
    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

    Thu 8:00am
    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

    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.
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