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With this interview, we begin a journey into the world of entertainment and the forces that are re-shaping what most of the world hires daily for recreation. We will talk to actors, writers, producers, distributors, and…
(Note this is not the Critical Path, but a guest appearance on the sister show Mac Power Users.) Episode #65 • December 5, 2011 Katie and David are joined by Asymco publisher Horace Dediu, who talks about how he…
The Critical Path show switches format for this week’s episode. I interview a guest. 5by5 | The Critical Path #14: The Super-platform ecosystem. The idea is that rather than just telling stories and interpreting the…
The Innovation Anomalies Episode #13 • November 16, 2011 at 11:00am Dan and Horace talk about innovations in emerging economies related to mobile service and how they might foreshadow changes in the developed world. We…
Episode #12 • November 2, 2011 at 5:00pm Dan and Horace talk about the tension between relying on data and using intuition to make strategy decisions. We also apply this dual approach to think through the next evolution…
In his third “The Critical Path” podcast, Horace Dediu explained how Apple’s cash can be viewed as a strategic option, an opinion that resonated also with other analysts [1]. Cash is one of the most flexible resources as…
Episode #11 • October 26, 2011 at 12:00pm Dan and Horace talk about patents and litigation as a means of defending innovation. We go way back to the beginning of the last century and talk how patent wars have played out…
Dan and Horace talk about Apple’s quarter with an eye toward the operational commitments being made. We cover the cost of store openings, data center purchases and machinery used in manufacturing iOS devices. By tracking…
Dan and Horace talk about some of the more profound implications of “intelligent assistance” in personal devices both in terms of business models and in terms of industry dynamics. Getting assistance is an implied…
Thirty minutes after the end of the ‘Let’s talk iPhone’ event, 5by5.tv will be hosting a set of commentators[1] giving initial impressions of announcements. “Tune-in” at http://5by5.tv/live I’ll update this post with a…