October 2, 2014 at 7:00AM •
1 hour 11 minutes
Horace and Anders discuss Opening Weekend Sales of iPhone 6, Accurate Timekeeping Device, the 3rd tentpole of Apple Watch, leading to a brief history of wristwatches, a study of Job-to-be-done for the watch and what it signals about Apple's future.
Horace also announces his new role at the Clay Christensen Institute, and the resumption of Airshow World Tour starting with Airshow Seattle on Nov 8.
September 30, 2014 at 9:00AM •
Steve Jobs said death is the best thing in life. And yet we seek immortality, or at least life extending technologies. What are the possibilities and implications of a salubrious app? Is life extension the next killer app?
September 14, 2014 at 8:00AM •
1 hour 4 minutes
How and why does Apple get paid for Apple Pay? Anders and Horace dive into the payments value chain and break it all down for you: what's in it for users, merchants, issuing banks and payment networks. What are the risks and opportunities for Apple? Is there a disruption about to happen?
September 9, 2014 at 4:00PM •
Immediately after Apple's historic announcement on Sept 9, 2014, Horace Dediu, Farshad Nayeri and Anders Brownworth discuss Apple Watch...while driving to the Airport.
September 8, 2014 at 10:00AM •
1 hour 9 minutes
Anders Brownworth and Horace Preview of Apple's September 2014 special event. We focus on how Apparel gets disrupted. We also wrap the Creativity, Inc. book review.
August 19, 2014 at 1:30PM •
1 hour 20 minutes
Predictions of the iPhone Portfolio, big screen phones and what they are good for, and a tentative review of Ed Catmull's "Creativity, Inc"
July 10, 2014 at 12:30PM •
1 hour 10 minutes
After a lengthy break, Horace and Moisés reflect on the substantial implications of Apple's WWDC announcements and the ongoing evolution within Apple culture. What does it take to allow for greatness?
May 28, 2014 at 3:45PM •
1 hour 15 minutes
Horace talks about CapEx and begins unpacking the massive topic that is The Capitalist's Dilemma. We focus on the surprisingly under-discussed data with regard to Apple's acquisition of Beats. The deal was officially announced within hours of this recording.
May 8, 2014 at 4:30PM •
1 hour 8 minutes
Horace and Moisés catch up on a few weeks of topics, from Apple earnings to iPad discontinuity to ecosystem disparity to followup on ComiXology. Why would you ask a freshwater fish what it's like to live in the open sea?
April 14, 2014 at 11:30AM •
1 hour 12 minutes
Horace and Moisés talk about Amazon's acquisition of ComiXology, digging into the very "local" nature of book publishing in general and the extreme regional differences in content popularity and delivery.