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.



#10: The Means of Production

October 19, 2011 at 11:00AM • 56 minutes

Dan and Horace talk about Apple's quarter with an eye toward the operational commitments being made. We cover the cost of store openings, data center purchases and machinery used in manufacturing iOS devices. By tracking capital expenses we can get a clue about where Apple wants to go.


#9: Getting To Know You

October 5, 2011 at 10:00AM • 59 minutes

Dan and Horace talk about some of the more profound implications of "intelligent assistance" in personal devices both in terms of business models and in terms of industry dynamics. Getting assistance is an implied bargain we all make as internet citizens but what do we pay for that assistance?


#8: In Memory of Robert Boyle

September 28, 2011 at 1:00PM • 47 minutes

Horace and Dan talk about why CEOs are paid so much and what analysis has come to mean in equities research and the value of cross-pollination between the camps that form around technology companies.


#7: Genericized Trademarks

September 21, 2011 at 11:00AM • 58 minutes

Horace and Dan look at brand theory and decide it should not be left to the experts. Also, we ask what jobs products are hired to do and tie that to the meaning imparted in the brand and visual imagery associated with it.


#6: Black Boxes

September 14, 2011 at 10:00AM • 1 hour 2 minutes

Horace and Dan tackle corporate valuation and hypothesize whether amateur bloggers know more about Apple than professional analysts. We also look at the ancient economic history of Windows and how that still shapes it today.


#5: HP's Innovation Antibodies

August 23, 2011 at 4:30PM • 57 minutes

Horace and Ryan discuss HP's departure from the PC business, the end of the TouchPad, buying your way into innovation and what it takes to compete and survive in the Post PC era.


#4: Acquisitions

August 16, 2011 at 8:15PM • 52 minutes

Sitting in for Dan while he is on paternity leave, Ryan Irelan speaks with Horace Dediu about Google's planned acquisition of Motorola Mobility and the potential ramifications for competitors.


#3: It's Good to Be King

July 3, 2011 at 5:00PM • 57 minutes

Horace Dediu and Dan Benjamin discuss the power of cash to control supply chains in the post-PC era and how Apple is challenging conventional wisdom about its value to shareholders.


#2: Synchronized failure

June 17, 2011 at 6:00PM • 51 minutes

Horace Dediu and Dan Benjamin discuss how smartphone pioneers Nokia and RIM falter while the market is booming.


#1: The Five Year Plan

June 7, 2011 at 4:15PM • 56 minutes

In this inaugural episode, Horace Dediu and Dan Benjamin try to weigh the strategic implications of Apple's WWDC announcements. We take a look at the impact on RIM, operators, Google and Apple's flirtation with Twitter.