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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…
Understanding Apple’s intentions seems to be a popular parlor game and there are many attempts at divining intention from data and market study. These attempts at market research for answers are futile because Apple does…
Like a siren, it calls. The Auto Industry is significant. With gross revenues of over $2 trillion, production of over 66 million vehicles and growing ((The industry continues to grow, registering a 30 percent increase…
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…
In this special “live” version of The Critical Path, Horace gets the numbers just minutes before Apples January 27th, 2015 earnings call and dissects them live. The show picks up just after the call finishes with a quick…
Thomson Reuters reported that excluding Apple, the entire S&P 500 grew profits at a rate of 4.4%. Including Apple the figure is 6.4%. Using one weird trick ((Algebra)) I calculated the value of profits generated by the…
Last August I wrote: It’s therefore reasonable to assume that calendar 2014 will see at least 250 million iOS devices sold The actual figure was 259.5 million. Looking ahead, the capital spending pattern so far shows a…
Apple’s Net Sales grew at the rate of 30% in the last quarter. Earnings per share grew at 47%. Both of these figures are the highest since 2012. It should be noted that although the rate of growth is extraordinarily…
Gartner asserts that “connected cars or smart cars are poised to play a pivotal role in the Internet of Things (IoT)”. We say “Hah!” Also, via Asymcar 21: Where we’re going, we don’t need roads | Asymcar.
The “Stupid manager theory of company failure” (and its corollary, the “Smart manager theory of company success” ((As well as the “Smart/Stupid leader theory of national success/failure”))) remains the most popular,…