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We cover misleading headlines with respect to the iPhone at Verizon while questioning the ebb and flow of media tone on Apple news. We also dive deeper into Asymcar and how to think about car manufacturing. Finally, how…
A report on Ùll with recollections from Don Metlon and Michael B. Johnson (Dr. Wave): what is a functional organization and why is that a thing of beauty? What do Pixar and Apple have in common? What is Horace’s favorite…
The following is a slightly edited transcript of a portion of the Critical Path podcast #79. I am reproducing it here for the sake of brevity and focus of discussion. — I’m going to try to put together an analogy…
This week we cover a bit of Facebook Home, a bit of YouTuber economics, the best analogy ever heard for Google’s business model, and we kick off Auto industry analysis with the “Five Whys”-the paradoxical questions that…
Youtubers, BlackBerries and what Facebook is planning with their “Home on Android”. Horace and Moisés discuss how co-branding, strategy, and secret deals intertwine, with illustrations from Intel, Sony-Ericsson, and…
The more we deconstruct and take apart iTunes, the more we come to respect how is cannot exist independent of the system it’s a part of. Its scope and scale and its history and future all indicate that there is more to…
Beginning with the data on activations, we traverse the strategic implications of a shift in Android governance and management. Along the way we also cover Samsung’s marketing strategy, budget, and the Galaxy S 4 launch.…
5by5 | The Critical Path #75: Bigger Than US Steel. New data allows us to estimate the components of iTunes with more precision. The entire business is now transacting over $17 billion a year. We take a look at how this…
On the disruption of console video games and the signals sent by Google with their very own Chromebook. via 5by5 | The Critical Path #74: Pixelated.
A review of the Apple Store international roll-out process; a preview of an analysis of Apple’s innovation culture as described by Tim Cook; a reflection on the sustainability of growth: personal, institutional and…