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.
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.
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.
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.
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.
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.
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.
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.
