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 and Moisés Chiullan.


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#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.


#113: Takt Time

March 5, 2014 at 8:00pm • 55 minutes

Horace and Moisés talk about CarPlay, MWC2014, Microsoft and Nokia, "Tim Cook's outburst", per-user value, and re-evaluating how we analyze companies in tech.


#112: Business Model Diversification

February 21, 2014 at 11:00am • 57 minutes

Horace and Moisés examine Facebook's acquisition of Whatsapp: the job it is hired to do, and the value system attached. They also begin a look at The Capitalist's Dilemma.


#111: Man of Arts and Letters and Science

February 10, 2014 at 12:30pm • 1 hour 37 minutes

Horace and Moisés discuss the excitement surrounding Microsoft's hire of new CEO/poet Satya Nadella, Apple's recent numbers announcement, and yet more on Google (and their sale of Motorola to Lenovo).


#110: The Profit Algorithm

January 23, 2014 at 11:45am • 1 hour 40 minutes

Horace is once again drawn to the paradox that is Google, a company full of data that shares almost none of it with its "customers" or the public.


#109: Google Ventures

January 22, 2014 at 11:45am • 1 hour 37 minutes

Horace builds on his discussion of Google from the previous episode in light of the Nest acquisition news. We also look at the relatively unreported news regarding China lifting its 13-year ban on game consoles and the variables it introduces to a "big niche" industry.


#108: Chief Magical Officer

January 3, 2014 at 11:00pm • 1 hour 14 minutes

With new ChromeOS and Chromebook data, Horace returns us to the topic of Google. How do they define and view their customers, products, and businesses? Who actually serves whom? What user data is collected, how is it used, and why?


#107: Conservation Mentality

December 27, 2013 at 11:00am • 1 hour 21 minutes

Horace and Moisés discuss iPhone's move onto China Mobile and the long-brewing implications. They dig into how Apple's potential reach dwarfs that of Google, Facebook, and Amazon combined in the People's Republic, and look back briefly on 2013.


#106: Can Bitcoin Be Money?

December 19, 2013 at 4:00pm • 1 hour 2 minutes

Horace and Moisés discuss the sudden decline of Bitcoin due to a crackdown in China, from the purpose of Bitcoin's existence to the nature and concept of a functional currency. What do we hire currency to do?