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Horace builds on his discussion of Google from the previous episode in light of the Nest acquisition news. We also look at the relatively unreported news regarding China lifting its 13-year ban on game consoles and the…
On a recent podcast I noted that Google was perceived as invulnerable. In contrast, Apple is seen as temporarily enjoying a stay of execution. ((The list of Apple Achilles’ Heels is so long and creatively composed that…
With new ChromeOS and Chromebook data, Horace returns us to the topic of Google. How do they define and view their customers, products, and businesses? Who actually serves whom? What user data is collected, how is it…
I join Moisés to discuss 4K, 8K, and the future of the displays we use to consume our content. Will presentation quality ever be “king” again, or is cheap, short, indexable content the new ideal? We dive a bit more into…
This the the first of hopefully a series of talks on Bitcoin. The hope is to assess it as a disruption but first we need to understand the differences between a store of wealth, a currency and money. Then we need to…
Horace unpacks the rumored, denied, and seemingly inevitable arrival of iPhone on China Mobile. Reflecting on smartphone adoption in the US, where does the unconventional logic take us from here? via 5by5 | The Critical…
Fresh off of back-to-back AirShows, Horace discusses the future of his “cinematographic” presentation style and announces Airshow World Tour. We also look at episode #103’s prescient prediction of Amazon’s move into…
A history of retail as a series of innovations in transportation. How to think about Amazon in a continuum of changing consumer behavior. The source of Amazon’s market power and its hypothetical disruption. What would…
A history of Cinema as seen through disruptive lenses. How did the medium evolve from novelty to experimentation to establishment of a predominant business model to concentration of power, regulation and ultimate…
I joined Benedict Evans and Ben Bajarin on their Cubed podcast to discuss innovation and cultures that breed innovation. We also discuss some updates on our thinking of the curious case of the android tablet ghosts…