1. Haunted Empire

   28 January 2015 · Farshad · Research

   The “Stupid manager theory of company failure” (and its corollary, the “Smart manager theory of company success” ((As well as the “Smart/Stupid leader theory of national success/failure”))) remains the most popular,…

2. The Critical Path #139: The Great Gap

   26 January 2015 · Farshad · Podcast

   Horace and Anders discuss the current uncertainty in the commodities markets and take a look at the logical segments of the adoption curve. Could the conventional wisdom between invention and product in the market be…

3. Bigger than Hollywood

   22 January 2015 · Farshad · Research

   Apple paid $10 billion to developers in calendar 2014. Additional statistics for the App store are: Putting these data points together with others from previous releases results in a fairly clear picture of the…

4. The Critical Path #138: The Critical MBA

   20 January 2015 · Farshad · Podcast

   Horace and Anders discuss this years CES, Apples record $25B in payments to developers as well as the initial installment of the Critical Path MBA. How is business taught in schools? What is a business school graduate…

5. The Critical Path #137: The Inception

   16 January 2015 · Farshad · Podcast

   Can we measure the time between inception of an idea and the disruption it later causes in the market? Startups are there to discover a job nobody sees yet but not all laboratory experiments make it to commercialization.…

6. The Critical Path #136: An Interview about The Interview

   12 January 2015 · Farshad · Podcast

   Moisés Chiullan returns to join Horace Dediu in a discussion of the film “The Interview”. Could the unique circumstances surrounding this film spur a renaissance in content creation in Hollywood? via 5by5 | The Critical…

7. The Monopolist

   8 January 2015 · Farshad · Research

   When the Apple Watch will begin sales, there will have been dozens of “smart watches” released. At CES this week at least 56 “wearables” were on display. One could be forgiven for thinking that Apple’s Watch will compete…

8. The 2015 “Sleeper Ideas” List: Trends, Stocks, And Private Companies To Watch – Forbes

   6 January 2015 · Farshad · Research

   My choices: 1. Cyanogen. This company should develop a credible path for AOSP (non-Google Android) especially in India. I expect a lot of traction as OEMs who embrace Android reject Google. 2. iPad. Not as a consumer…

9. Biggest news of 2014

   26 December 2014 · Farshad · Research

   As corporate romances go, IBM and Apple’s must rank among the most unexpected. As I wrote on the date they changed their Facebook status, the two companies were antagonists for the better part of twenty years and their…

10. Asymcar 20: Iconic Design

    24 December 2014 · Farshad · Research

    I recall details of a recent Tesla Model S test drive while evaluating their innovation on jobs to be done, form factor, design, production methods and their business model. (Also, other goings on with Uber, BMW and…