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.

#76: Google vs. Android

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.

#75: Bigger Than US Steel

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.

#74: Pixelated

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.

#73: The Best Single Invention of Life

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.

#72: Bingewatch

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.

#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.