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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…
Apple paid $10 billion to developers in calendar 2014. Additional statistics for the App store are: Putting these data points together with others from previous releases results in a fairly clear picture of the…
Horace and Anders discuss this years CES, Apples 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…
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.…
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? via 5by5 | The Critical…
When the Apple Watch will begin sales, there will have been dozens of “smart watches” released. At CES this week at least 56 “wearables” were on display. One could be forgiven for thinking that Apple’s Watch will compete…
My choices: 1. Cyanogen. This company should develop a credible path for AOSP (non-Google Android) especially in India. I expect a lot of traction as OEMs who embrace Android reject Google. 2. iPad. Not as a consumer…
As corporate romances go, IBM and Apple’s must rank among the most unexpected. As I wrote on the date they changed their Facebook status, the two companies were antagonists for the better part of twenty years and their…
I recall details of a recent Tesla Model S test drive while evaluating their innovation on jobs to be done, form factor, design, production methods and their business model. (Also, other goings on with Uber, BMW and…
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. via 5by5 | The Critical Path #135: Fruit Fly…