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.



#257: The Driving Analogy

November 29, 2020 at 9:00AM • 48 minutes

Horace on culture and what AAPL analysis should be focused on. Also, Stonehenge.


#256: A New Geography

November 22, 2020 at 11:00AM • 55 minutes

More thoughts on M1 and the next anti-climactic big bang from Horace.


#255: M1

November 14, 2020 at 1:00PM • 1 hour 3 minutes

Horace reacts to Apple's introduction of the M1 chip, takes some #CriticalQuestions, and shares some thoughts about Intel's path forward.


#254: A (far more) Multi-Talented Object

November 7, 2020 at 11:00AM • 59 minutes

Horace gets ready for Apple's upcoming One More Thing event, takes a few #CriticalQuestions and ALMOST says a bad word.


#253: That, Too, Will Commoditize

November 1, 2020 at 1:00PM • 1 hour 7 minutes

Horace on Apple Q4, litmus tests, search and lasers on the moon.


#252: The Network Persuasion

October 17, 2020 at 9:00PM • 1 hour 3 minutes

Horace on iPhone 12, MagSafe, HomePod mini and 5G.


#251: Going Horizontal

September 27, 2020 at 11:00AM • 1 hour 7 minutes

Horace on the iPod of exercise vs Fitness+, and Search.


#250: Regular Eggs

September 2, 2020 at 5:00PM • 1 hour 11 minutes

Horace explores his AAPL share price trepidation while Judd pesters him about health.


#249: A Sane Amount of Cash

August 16, 2020 at 1:00PM • 1 hour 29 minutes

Horace answers even more #CriticalQuestions about Apple's Q2 Earnings call, shares his thoughts on P/E and explains why it's better to not have 750 billion dollars.


#248: Business as Usual

August 2, 2020 at 1:00PM • 1 hour 5 minutes

Horace shares his thoughts on Apple's Q2 earnings call, takes some #CriticalQuestions and mutters, 'Oy Vey.'