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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#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.


#125: War of Attrition

October 8, 2014 at 7:00AM • 1 hour 18 minutes

Horace and Anders analyze the possible business models for Apple Watch, how it may be introduced, distributed, sold, and bought. What impact will the Watch have on Apple's top and bottom lines? They further look into possible introductions for the rest of 2014. Horace sounds about to give up hopes on Apple TV.


#124: Big in Japan

October 2, 2014 at 7:00AM • 1 hour 11 minutes

Horace and Anders discuss Opening Weekend Sales of iPhone 6, Accurate Timekeeping Device, the 3rd tentpole of Apple Watch, leading to a brief history of wristwatches, a study of Job-to-be-done for the watch and what it signals about Apple's future.

Horace also announces his new role at the Clay Christensen Institute, and the resumption of Airshow World Tour starting with Airshow Seattle on Nov 8.


#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?