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, Anders Brownworth, and Judd Rubin.

#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?

#105: Subsidize This

December 14, 2013 at 6:15PM • 45 minutes

Horace unpacks the rumored, denied, and seemingly inevitable arrival of iPhone on China Mobile. Reflecting on smartphone adoption in the US, where does the unconventional logic take us from here?

#104: Cinematic Presentations

December 14, 2013 at 9:00AM • 1 hour 14 minutes

Fresh off of back-to-back AirShows, Horace discusses the future of his "cinematographic" presentation style and announces Airshow World Tour. We also look at episode #103's very prescient prediction of Amazon's move into delivering their own products.

#103: The Amazon Electric Car

December 2, 2013 at 1:15PM • 1 hour 33 minutes

A history of retail as a series of innovations in transportation. How to think about Amazon in a continuum of changing consumer behavior. The source of Amazon's market power and its hypothetical disruption. What would Amazon do and not do to improve its business.

#102: The Advertiser's Dilemma

December 2, 2013 at 1:00PM • 1 hour 46 minutes

A history of Cinema as seen through disruptive lenses. How did the medium evolve from novelty to experimentation to establishment of a predominant business model to concentration of power, regulation and ultimate stagnation. How to measure "performance" of a medium via the median age of the audience and how that affects the advertiser's calculus.

#101: The Genie is Out

November 17, 2013 at 1:00PM • 1 hour 27 minutes

The fascination with highly visible but largely unknown business models continues. How do infomercials work? What is the value of fashion? How can you make money when no creative idea can be protected? Why is Apple building a sapphire manufacturing facility? It's all part of a pattern.