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Horace talks about CapEx and begins unpacking the massive topic that is The Capitalists Dilemma. We focus on the surprisingly under-discussed data with regard to Apple’s acquisition of Beats. The deal was officially…
Horace and Moisés catch up on a few weeks of topics, from Apple earnings to iPad discontinuity to ecosystem disparity to followup on ComiXology. Why would you ask a freshwater fish what it’s like to live in the open sea?…
Sean Devine has a conversation with Horace Dediu of Asymco about open source software. via 5by5 | Ruby on Rails Podcast #146: Horace Dediu of Asymco – Open Source Software.
This week Myke is joined by Horace Dediu. They discuss his work at Nokia and how that lead to starting his blog, Asymco. They also talk about the role and work of an analyst, his presentation series – Airshow – and…
Horace and Moisés talk about Amazons acquisition of ComiXology, digging into the very “local” nature of book publishing in general and the extreme regional differences in content popularity and delivery. via 5by5 | The…
We talk about the major triumphs and minor failures of the Veronica Mars campaign on Kickstarter and kick off a series on The Capitalist’s Dilemma. via 5by5 | The Critical Path #114: Veronicas Dilemma.
We talk about CarPlay, MWC2014, Microsoft and Nokia, “Tim Cook’s outburst”, per-user value, and re-evaluating how we analyze companies in tech. via 5by5 | The Critical Path #113: Takt Time.
We examine Facebooks acquisition of Whatsapp: What’s being acquired? Resources, processes or values? We also begin a look at The Capitalists Dilemma. via 5by5 | The Critical Path #112: Business Model Diversification.
Horace and Moisés discuss the excitement surrounding Microsoft’s hire of new CEO/poet Satya Nadella, Apple’s recent numbers announcement, and yet more on Google (and their sale of Motorola to Lenovo). via 5by5 | The…
I go on and on about Google. via 5by5 | The Critical Path #110: The Profit Algorithm.