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A merger is the result of two entities in the same business joining forces. It is usually justified through “synergy”, a euphemism for removing redundancies from their unity. Arithmetically, the desired outcome is that…
When Spotify and Pandora were starting their streaming services many were quick to point out that Apple was about to be disrupted. The future, they said, was streaming because (young) people could not be bothered with…
Apple is among the biggest companies in the world. But what has it done for us lately? We break down where the company is headed with help from two of the best Apple analysts in the game — Horace Dediu and Neil Cybart.…
At WWDC 2016 Apple offered a set of new data points to illustrate its ecosystem’s robustness. First, the number of registered developers increased by 2 million in the last year to a total of 13 million. That is a growth…
Horace and special co-host Farshad Nayeri discuss Log Log Scale, the iPhone SE and Artificial Intelligence. Source: The Critical Path #178
Horace talks about developments in Disruption theory. A fairly long and deep discourse on the state-of-the-art in innovation theory development. Source: The Critical Path #176
Sam Abuelsamid reflects on the origins of BMW’s i program, today’s economics and the application of lessons learned. We veer into supply chain details and consider the path that the legacy automakers have chosen. The…
Anton Wahlman joins us as we dive into numbers, production curves and the clash between reality, vision and hubris over autonomous carsTesla’s “financial equation” merits much discussion interspersed with reflections on…
We pause briefly from talking about cars to talk Apple’s quarterly. The China slowdown, the Watch as the future of computing, services and trusting an advising automaton. Source: The Critical Path #175
· Farshad · Conference
We are ready to roll out Airshow 2.0, a redesigned curriculum for motion-based data presentations. Three years ago, we created the Airshow concept as a study of how stories come alive using data. We drew inspiration from…