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 Anders Brownworth and Horace Dediu.

#150: Circling Back

May 21, 2015 at 6:00PM • 1 hour 28 minutes

Horace interviews Anders about Goldman Sachs' investment in Internet finance company Circle and we take listener questions over Twitter.

#149: Whippersnapper

May 4, 2015 at 3:30PM • 1 hour 20 minutes

From impressive iPhone sales to slowing iPad revenues, Horace and Anders recap the most recent Apple earnings. In the latter half of the show, Horace takes questions from Twitter.

#148: Fight for the Wrist

April 30, 2015 at 8:15PM • 1 hour 27 minutes

What does the Apple Watch mean? Can it be considered disruptive? Horace and Anders consider if the Apple Watch represents a meaningful "real estate" business.

#147: Attracting the Mind

April 28, 2015 at 8:00PM • 1 hour 3 minutes

Horace and Anders look at the segments of the luxury market and consider how success can be measured in Apple's watch business.

#146: Bob Moesta

April 9, 2015 at 8:45AM • 1 hour 56 minutes

Bob Moesta demonstrates Jobs to be Done interview technique by speaking with Horace about a car purchase.

#145: Arbitrage

March 26, 2015 at 9:30PM • 1 hour 31 minutes

Back from the Apple Watch event, Horace gives his trip report discussing watch pricing and what we now know of how Apple intends to sell them. What cognitive illusions might come into play as people consider the watch?

#144: The Hookup

March 10, 2015 at 1:00PM • 1 hour 11 minutes

Horace and Anders discuss Apple's brand reorientation from the intellectual and analytical to the emotional and instinctual. Moore's Law is fundamentally incompatible with luxury so new measures are necessary. What should one call this new paradigm?

#143: Moving Parts

March 7, 2015 at 6:00PM • 1 hour 12 minutes

Horace and Anders discuss the design of Gordon Murray and what it might take to enter the automotive industry. Is an integrated strategy the only way? What job would an Apple car be hired to do?

#142: The Great Insufficiency

February 26, 2015 at 4:45PM • 1 hour 7 minutes

Horace discusses his latest work at the Christensen Institute and considers why the educational system works the way it does. Can large scale education be modularized? In the second half of the show, Anders and Horace discuss the rumors about the possibility that Apple might be working on a car.

#141: Old Dogs

February 17, 2015 at 8:30PM • 1 hour 2 minutes

Horace presents the next class in The Critical MBA. Having too much of a fundamental footing could be a disadvantage when evaluating what theory might apply to a given situation. Could this be why so many fail to understand Apple? In the second half of the show, Horace and Anders discuss Amazon as retail goes online.