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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#135: Fruit Fly Analysis

December 18, 2014 at 3:00PM • 1 hour 19 minutes

Horace outlines his work at The Clayton Christensen Institute and sets out a number of topics for upcoming shows. We also revisit YouTube and the art of self promotion.


#134: Chief Jobs Officer

December 7, 2014 at 9:00AM • 1 hour 22 minutes

Turning our focus back to "Jobs to be Done" theory, we look at how producers can exceed consumers and the role of the focus group from the "Jobs to be Done" viewpoint. We examine "Jobs to be Done" as an essential core of the product process. Where does this kind of thinking belong in an organization? Should we be redefining what being "the best" means? We close with a discussion about the "Job to be Done" of social media and how it might relate to the seven deadly sins.


#133: Transcendental Valuation

November 28, 2014 at 10:45AM • 1 hour 8 minutes

Having reached $700 billion we ask whether $1 trillion is an achievable valuation for Apple. We also discuss why this is not at all interesting. Also, the future of banking.


#132: The World's PIN Code

November 24, 2014 at 8:00PM • 1 hour 7 minutes

How does an organization's structure, resource allocation and measurement dictate it's capabilities? Horace and Anders discuss Amazon's AWS business in comparison to their traditional online retail business and the Apple and Google strategies.


#131: How Big is iCloud?

November 17, 2014 at 9:00AM • 43 minutes

Apple's Services business is growing by leaps and bounds. How much of that can be attributed to iCloud? Horace and Anders consider how big the iCloud business is for Apple, as well as Apple's recent stock price rise in this "rolling show" on the way to the airport.


#130: Determinism vs. Probabilism

November 7, 2014 at 8:00AM • 1 hour 2 minutes

Horace and Anders discuss Apple Watch pricing, Consumerism and Planned Obsolescence. In the closing segment Horace presents a new dichotomy of company values.


#129: The Right Incentives

November 2, 2014 at 11:00AM • 1 hour 3 minutes

We talk about Samsung, Apple Pay (vs. CurrentC) and Xiaomi.


#128: The Upper End of Guidance

October 24, 2014 at 4:15PM • 56 minutes

We go over Apple’s last earnings report. Is significant growth conceivable for the next quarter? Plus the new iMac and the end of visible pixels.


#127: Cupertino to San Francisco on 280

October 17, 2014 at 5:00PM • 53 minutes

On the October 2014 iPad and iMac event. Where and when are the iPad killer apps going to come out?


#126: Making the world go 'round

October 10, 2014 at 6:00PM • 1 hour 3 minutes

Horace and Anders on the irrelevance of shareholders. Anticipating an Apple October 2014 event they discuss how the iPad and tablet designs could evolve. Diving into how brands can manage disruption through a whirlwind tour of products from cameras to watches to cars.