The Critical Path

The Critical Path

The Critical Path is a talk show contemplating the causality of success and failure in the evolving story of mobile computing and related industries. Using Apple as a lens to look at existing and emerging tech markets, we try to understand what it means to be great.

Hosted by Horace Dediu.


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#123: Salubrious

September 30, 2014 at 9:00AM • 60 minutes

Steve Jobs said death is the best thing in life. And yet we seek immortality, or at least life extending technologies. What are the possibilities and implications of a salubrious app? Is life extension the next killer app?


#122: Where the Money is

September 14, 2014 at 8:00AM • 1 hour 4 minutes

How and why does Apple get paid for Apple Pay? Anders and Horace dive into the payments value chain and break it all down for you: what's in it for users, merchants, issuing banks and payment networks. What are the risks and opportunities for Apple? Is there a disruption about to happen?


#121: There's A Lot More To Say

September 9, 2014 at 4:00PM • 38 minutes

Immediately after Apple's historic announcement on Sept 9, 2014, Horace Dediu, Farshad Nayeri and Anders Brownworth discuss Apple Watch...while driving to the Airport.


#120: I Wish I Could Say Less

September 8, 2014 at 10:00AM • 1 hour 9 minutes

Anders Brownworth and Horace Preview of Apple's September 2014 special event. We focus on how Apparel gets disrupted. We also wrap the Creativity, Inc. book review.


#119: Creativity and Engineering

August 19, 2014 at 1:30PM • 1 hour 20 minutes

Predictions of the iPhone Portfolio, big screen phones and what they are good for, and a tentative review of Ed Catmull's "Creativity, Inc"


#118: The Cook Doctrine

July 10, 2014 at 12:30PM • 1 hour 10 minutes

After a lengthy break, Horace and Moisés reflect on the substantial implications of Apple's WWDC announcements and the ongoing evolution within Apple culture. What does it take to allow for greatness?


#117: Why Did Apple Buy Beats?

May 28, 2014 at 3:45PM • 1 hour 15 minutes

Horace talks about CapEx and begins unpacking the massive topic that is The Capitalist's Dilemma. We focus on the surprisingly under-discussed data with regard to Apple's acquisition of Beats. The deal was officially announced within hours of this recording.


#116: Freshwater/Seawater

May 8, 2014 at 4:30PM • 1 hour 8 minutes

Horace and Moisés catch up on a few weeks of topics, from Apple earnings to iPad discontinuity to ecosystem disparity to followup on ComiXology. Why would you ask a freshwater fish what it's like to live in the open sea?


#115: The Canvas of Pixels

April 14, 2014 at 11:30AM • 1 hour 12 minutes

Horace and Moisés talk about Amazon's acquisition of ComiXology, digging into the very "local" nature of book publishing in general and the extreme regional differences in content popularity and delivery.


#114: Veronica's Dilemma

March 25, 2014 at 11:45AM • 1 hour 27 minutes

Horace and Moisés talk about the major triumphs and minor failures of the Veronica Mars campaign on Kickstarter and kick off a series on The Capitalist's Dilemma.