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What's a BlackBerry user worth?
Last week BlackBerry announced that it had 72 million subscriber accounts. The current market capitalization is $5.4 billion and enterprise value (i.e. excluding net cash) is about $2.8 billion. That implies a net…
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Farshad
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Screen Time #40: The Puck
Horace Dediu and Guy English join Moisés to look at the rallying forces in the arms race for content. Does Apple have too well-entrenched a lead? How will their gaming strategy compete with traditional consoles? How and…
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The end of the projector
After having “taken the show on the road” and spending an inordinate amount of time giving presentations during the last year I came to the conclusion that what remains less than good enough for presentations is the…
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The Critical Path #90: The Praetorian Guard
Horace investigates asymmetric organization structure, and how Apple’s functional vision of careers and jobs differ from most tech companies. via 5by5 | The Critical Path #90: The Praetorian Guard.
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Preempting the Praetorian Guard
The functional organizational structure may be causal to successful disruption. Although this hypothesis needs much more research and testing, there are correlations in the anecdotal evidence. One of the principles of…
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The Critical Path #89: Not Bad for a Hobby
Horace reflects on his analysis of iTunes purchase data, details the just-announced AirShow in Chicago, and touches on fascinating “heat maps” of mobile platform use. We close our week of three shows by talking about…
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Measuring the iTunes video store
It’s been five years since we had an update on TV show downloads and six years since we’ve had an update on movie downloads from Apple. In Q3 2008 Apple announced 200 million TV show downloads and in Q2 2007 2 million…
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Next Airshow: Chicago, July 13th
· Farshad · Conference
We’re excited to bring the second Airshow to Chicago in July. Thanks to Ryan Singer and Jason Fried of 37signals.com for offering to host us this summer. Their venue is ideal for our particular pedagogy. Speaking of…
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The Critical Path #88: Siri in the Driver's Seat
In the second part of our WWDC wrapup, we delve into the large-scale shift represented by iOS 7. Siri guides us on the journey from navigation to consumption in our latest AsymCar segment, and Horace examines what iWork…
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The Critical Path #87: De Gustibus
In the first part of a post-WWDC “doubleheader”, we look back at AirShow and begin our dive into the keynote, with regard to Apples hardcore product Mac Pro, Mavericks, iTunes Radio, and examining discovery versus…