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The Critical Path #157
Horace discusses the recent market turmoil and takes listener questions on everything from Alphabet to SpaceX. Source: The Critical Path #157
Author
Farshad
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The Critical Path #156
Horace and Anders discuss Uber’s transportation business and discuss how software modularizes the world. In the second half of the show, they take listener questions posted to Twitter using the hashtag #CriticalQuestion.…
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(Much) Bigger than Hollywood
Eddy Cue seems like a nice guy. I can’t say that for sure as I’ve never met him, but he seems to be amiable enough. Maybe it’s because he has a seat on Ferrari’s board of directors. Maybe it’s because he enjoys dancing.…
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Impetus | Transcribing Asymcar
Due to some research and related writing I’ve been working on which revolve around the potential for disruption in the auto industry, I have wanted the ability to quickly search the Asymcar and The Critical Path podcasts…
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Podcast: The New Industry Analysts, Who Are They? (Part Two)
Over the last couple of years we have been witness to the rise (and fall) of new research initiatives. What defines them, and what drives them to take on the market as they do? Hosts Thom and Derk Erbé are joined by Phil…
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Podcast: The New Industry Analysts, Who Are They? (Part One)
Over the last couple of years we have been witness to the rise (and fall) of new research initiatives. What defines them, and what drives them to take on the market as they do? Hosts Thom and Derk Erbé are joined by Phil…
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The Alphabet of Google A and Google B
For the last few years, I’ve been proposing that the way to conceptualize Google is as two separate entities: Google A and Google B. Roughly speaking Google A was the R&D ((Research and Development)) organization and…
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The new switchers
During the last quarterly earnings call, Tim Cook said that Apple has seen the highest switching rate from Android ever. That there is switching isn’t surprising. We’ve seen many surveys which show higher loyalty with…
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The Critical Path #155: The New Production Method
Horace and Anders discuss car production methods, the BMW i3, tubular and composite frame construction and how Uber could change the landscape. Source: The Critical Path #155
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Samsung’s profit center
Will there come a time when Samsung will earn more profits from the iPhone franchise than from its own Galaxy product line? The problem for Samsung is that although it still sells the most phones ((over 80 million but we…