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The Critical Path #180: Asking the right questions
Horace and Anders discuss the numbers from WWDC, what didn’t come from WWDC. And cars! Source: The Critical Path #180
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Tesla and SolarCity: Straddling the modular/integrated divide
A merger is the result of two entities in the same business joining forces. It is usually justified through “synergy”, a euphemism for removing redundancies from their unity. Arithmetically, the desired outcome is that…
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Missing the boat in music
When Spotify and Pandora were starting their streaming services many were quick to point out that Apple was about to be disrupted. The future, they said, was streaming because (young) people could not be bothered with…
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Listen to “Is the shine off (the) Apple?” – Podcast
Apple is among the biggest companies in the world. But what has it done for us lately? We break down where the company is headed with help from two of the best Apple analysts in the game — Horace Dediu and Neil Cybart.…
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State of the Ecosystem
At WWDC 2016 Apple offered a set of new data points to illustrate its ecosystem’s robustness. First, the number of registered developers increased by 2 million in the last year to a total of 13 million. That is a growth…
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The Critical Path #178: The Luxurious Internet Experience
Horace and special co-host Farshad Nayeri discuss Log Log Scale, the iPhone SE and Artificial Intelligence. Source: The Critical Path #178
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The Critical Path #176 The Over-Under Service Dichotomy
Horace talks about developments in Disruption theory. A fairly long and deep discourse on the state-of-the-art in innovation theory development. Source: The Critical Path #176
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Asymcar #33 Concept, Outcome and Pivot
Sam Abuelsamid reflects on the origins of BMW’s i program, today’s economics and the application of lessons learned. We veer into supply chain details and consider the path that the legacy automakers have chosen. The…
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Asymcar 32: Tesla: the Numbers
Anton Wahlman joins us as we dive into numbers, production curves and the clash between reality, vision and hubris over autonomous carsTesla’s “financial equation” merits much discussion interspersed with reflections on…
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The Critical Path #175: There Is No Such Thing As A Free Service
We pause briefly from talking about cars to talk Apple’s quarterly. The China slowdown, the Watch as the future of computing, services and trusting an advising automaton. Source: The Critical Path #175