The Critical Path

The Critical Path

Critical Path is a talk show contemplating the causality of success and failure in mobile computing. Using Apple as a lens to look at both telecom and traditional computing markets, we try to understand what it means to be great.

The Critical Path records and broadcasts live (see the schedule).

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Horace Dediu

Horace Dediu
Moisés Chiullan

Moisés Chiullan
Episode #35 Previous  •  Next

Joys and Sorrows

April 25, 2012 at 2:45pm • 1 hour 7 minutes • Wiki Entry

A review of Apple's performance in the first calendar quarter. Covering the iPhone's predictability, greater China and international opportunity swamping the US opportunity, the iPad surprise and what mobile means to Apple. Dan and Horace ponder what it means for the largest company in the world to also be the fastest growing company in the world. We discuss whether there is a mobile bubble and, as a bonus, Horace predicts the launch timing of the next iPhone.

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Download: MP3 Audio (31 MB)

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