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Farshad

  1. The Critical Path #99: Grand Unified Theory

    · · Podcast

    In the wake of Apple’s final announcement event of the year, Horace and Moisés discuss the cost of free software, the unification of file formats, and the cost/benefit of interoperability. via 5by5 | The Critical Path…

  2. The newly integrated company

    · · Research

    During the first quarter of fiscal year 2014, we changed our organizational structure as part of our transformation to a devices and services company. As a result of these changes, information that our chief operating…

  3. The value of zero-priced software

    · · Research

    Apple’s latest product launch (new OSX, iPads, Macs and iWork/iLife) came with a change in pricing for software. OS X and iWork and iLife and updates are now made available free on new Macs and, in the case of the…

  4. Asymcar 6: Peak Horse

    · · Podcast

    Asymcar 6: Peak Horse | Asymcar. Steve Crandall brings a new perspective as a guest. Steve’s analysis of complex systems has given him a huge pool of wisdom into which we dip our dainty spoons. We survey the interlopers…

  5. Cinematic

    · · Research

    Cinematic is to film as Literary is to prose. It’s not a measure of quality or of beauty. It’s mainly the application of technique to impart an additional layer of meaning to the writing, performance and direction of the…

  6. The iPhone company

    · · Research

    The analyses of adoption of smartphones in the US and EU5 are remarkably consistent with each other. They also turn out to be consistent with the valuation of Apple. I show the stages of adoption overlaid with the…

  7. The Critical Path #98: Kicking and Streaming

    · · Podcast

    Horace and Moisés look beyond Apple’s rumored “watch” project to contemplate the real reasoning behind recent executive acquisitions from the world of high fashion (and what it signals). Is Apple now driving “lifestyle”…