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.



#71: Max Headroom

January 17, 2013 at 6:00PM • 1 hour 6 minutes

On assessing demand from "supplier checks"; measuring headroom and the race to a billion users; the disruption of computing becoming accepted by PC industry.


#70: Harvesting Talent

January 11, 2013 at 12:00PM • 1 hour 32 minutes

Over-serving TVs, bizarre keynotes, iPhone "mini", cracking the China code, the T-Mobile iPhone and the iPhone operator deal structure.


#69: The Concentration of Power

December 31, 2012 at 8:45PM • 1 hour 5 minutes

A discussion on a forthcoming blog post titled "The Last Feature Phone". Also why stock markets are intractable: the problem with understanding the motivation of buyers and sellers of equities, especially those who act on behalf of others as fund managers. Finally, a review of what's on Horace's to-do list for 2013 and a hint at the new 5by5 show High Density, the first episode which is linked in the show notes.


#68: On Very Large Scale Integrated Companies

December 21, 2012 at 2:30PM • 1 hour 16 minutes

A review of RIM's latest service pricing surprise; what do maps cost and what are they worth and the way to think about Google as a business.


#67: Manufacturing Flying Cars

December 14, 2012 at 5:00PM • 1 hour 6 minutes

On Samsung's use of Capital, Value Chain Evolution and Below the Surface. Why would you read the balance sheet of a tech company, the difference between R&D and capital spending, how to prevent suppliers becoming competitors and what are the economics of systems and application software in a device-centric model. Finally, why you shouldn't confuse obscurity with secrecy.


#66: An Area of Intense Interest

December 7, 2012 at 7:45PM • 1 hour 17 minutes

Horace and Moisés talk about stateside manufacturing, semi-annual product cycles and Tim Cook's area of intense interest. Also an update on Asymconf.


#65: The Shoe Seller's Dilemma

November 28, 2012 at 11:30AM • 1 hour 16 minutes

An update on Asymconf California, a discussion of engagement and why Android does not get enough of it, why Amazon likes giving away Fires and the causal hypothesis of Samsung's success in smartphones. That plus announcing a new 5by5 show: High Density.


#64: Mano a Mano

November 24, 2012 at 12:00PM • 1 hour 9 minutes

A dialogue with Benedict Evans, mobile analyst. Benedict has observed not only the technology and telecommunications industries as an equities analyst but also worked for an operator and a major media company. We take a look at mobile strategy and what the media industry will evolve into.


#63: In Orbit

November 15, 2012 at 12:00PM • 1 hour 11 minutes

Horace and Moisés talk about the consequences of Samsung's absorption of all Android profits, the limits of iPhone's addressable market, Apple bear markets and, like an object in orbit, how Apple seems to always be falling but never hits Earth. Finally, Horace introduces Asymconf California.


#62: The New Chess Game

November 7, 2012 at 4:30PM • 1 hour 23 minutes

In this episode Horace and Moisés discuss the iPad mini launch weekend (vis-a-vis older iPads and Windows 8), the curious case of choosy late adopters of smartphones in the US and the mystery of Apple's capex late in the year. Horace spins a yarn about how Apple is playing chess with Sharp and Foxconn (and others) vs. Samsung.