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.

#16: The Existence Proof

December 14, 2011 at 12:00PM • 58 minutes

Horace interviews Dan Benjamin on the motivation, basis of competition and trajectory of the 5by5 network. By studying where podcasting came from and where it's going we provide proof of existence of disruption in "big media".

#15: The Theater of Disruption

December 12, 2011 at 12:45PM • 1 hour 4 minutes

Horace talks to actor Hoon Lee about the challenges of disrupting the creative arts in general, and theater in particular. By observing the changes in the performing arts we look to how mainstream media will change in response to technological and economic pressures.

#14: The Super-platform ecosystem

November 24, 2011 at 6:30AM • 58 minutes

In the first of the Critical Path Interviews, Horace discusses the disruptive potential of cloud computing with Randy Bias. Is the new ecosystem the coupling of devices with backend cloud APIs? How do we calibrate new business models based on tightly coupled super-platforms.

#13: The Innovation Anomalies

November 16, 2011 at 10:00AM • 56 minutes

Dan and Horace talk about innovations in emerging countries related to mobile service and how that might foreshadow changes in the developed world. We also discuss why some industries seem to be exempt from disruptive innovation and suggest that there are boundaries societies set to value re-definition.

#12: Back to the Future

November 2, 2011 at 4:00PM • 57 minutes

Dan and Horace talk about the tension between relying on data and using intuition to make strategy decisions. We also apply this dual approach to think through the next evolution of user interaction and the jobs we might hire mobile computers to do for us.

#11: The Thermonuclear Option

October 26, 2011 at 11:00AM • 58 minutes

Dan and Horace talk about patents and litigation as a means of defending innovation. We go way back to the beginning of the last century and talk how patent wars have played out in the past and how they affected the fortunes and fates of innovators.

#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.