April 7, 2013 at 1:00PM •
1 hour 20 minutes
This week we cover a bit of Facebook Home, a bit of YouTuber economics, the best analogy ever heard for Google's business model, and we kick off Auto industry analysis with the "Five Whys"-the paradoxical questions that nobody seems to be asking about cars.
April 1, 2013 at 8:00PM •
1 hour 11 minutes
Youtubers, BlackBerries and what Facebook is planning with their "Home on Android". Horace and Moisés discuss how co-branding, strategy, and secret deals intertwine, with illustrations from Intel, Sony-Ericsson, and Acura
March 24, 2013 at 9:00PM •
1 hour 23 minutes
The more we deconstruct and take apart iTunes, the more we come to respect how it cannot exist independent of the system it's a part of. Its scope and scale and its history and future all indicate that there is more to it than just a store and that it might be a platform in its own right. We get into some more details about all these details and talk about where it came from and where we think it will end up.
March 18, 2013 at 11:15AM •
1 hour 13 minutes
Beginning with the data on activations, we traverse the strategic implications of a shift in Android governance and management. Along the way we also cover Samsung's marketing strategy, budget, and the Galaxy S4 launch.
March 4, 2013 at 6:45PM •
1 hour 10 minutes
New data allows us to estimate the components of iTunes with more precision. The entire business is now transacting over $17 billion a year. We take a look at how this insight can be gained and what it means for the future of commercial media.
February 25, 2013 at 10:45AM •
1 hour 24 minutes
On the disruption of console video games and the signals sent by Google with their very own Chromebook.
February 18, 2013 at 10:00AM •
1 hour 18 minutes
A review of the Apple Store international roll-out process; a preview of an analysis of Apple's innovation culture as described by Tim Cook; a reflection on the sustainability of growth: personal, institutional and societal.
February 6, 2013 at 11:30AM •
1 hour 27 minutes
We take on the future of TV again, given the developments and experiments hitting the news. Hanging in the air like a big matzah ball is the question of a catalyst to bring long form video to the age of software. Not just digital production and distribution but an integration of software into the product itself. We get there via a quick recap of Asymconf California.
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.
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.