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.



#225: 225: P/E Ratio Revisited

May 6, 2019 at 5:00PM • 1 hour 9 minutes

Horace answers some #CriticalQuestions and discusses the latest Apple earnings call from a secret location in the southern hemisphere.


#224: The State of Our Disconsent

April 27, 2019 at 12:00AM • 1 hour 13 minutes

Tim Walters returns to discuss with Horace data privacy and the impact the General Data Protection Regulation has had after being in effect for (almost) one year.


#223: A Market For Trust

April 8, 2019 at 11:00PM • 1 hour 5 minutes

Horace shares more thoughts on Apple Card and Services, and touches on a surprising staple of 1980s Romanian television.


#222: Culmination

March 25, 2019 at 11:00PM • 53 minutes

Horace ponders Apple's Show Time event, while Judd pretends not to notice the damage to his car.


#221: Critical Disbelief

March 17, 2019 at 9:00PM • 1 hour 5 minutes

With an eye on the March 25th Apple Event, Horace contemplates what may be coming, shares his thoughts on Facebook announcing a pivot to privacy, gives an update on the Micromobility Kickstarter project and says too much about his salad's secret ingredients.


#220: Ex Machina: The Railroad, Part 1

February 25, 2019 at 8:30AM • 47 minutes

The conversation begins with Horace and Judd discussing Wolfgang Schivelbusch's The Railway Journey, then expands to include sea faring, the trouble with boilers and one of Horace's historical fantasies.


#219: Oceans

February 11, 2019 at 12:00AM • 1 hour 29 minutes

Horace handles a few of the curve balls included in the latest AAPL earnings report, answers some #CriticalQuestions and dips a toe into the ocean of possibilities regarding Apple's ventures into Health Care.


#218: A Billion

February 3, 2019 at 10:00PM • 50 minutes

Using the recent earnings call as a jumping off point, Horace considers the size and shape of the premium content train that will soon be making its way down Apple's Services track.


#217: Gandhi Edition

January 20, 2019 at 12:00PM • 54 minutes

Horace wonders whether or not Ghandi and Mao would use the same iPhone, shares what he'd like to hear in the upcoming AAPL earnings call and, finally, reveals which Ikea serves the best meatballs in the entire world.


#216: Tim's Letter

January 8, 2019 at 12:00AM • 1 hour 11 minutes

Tim’s Letter, some #CriticalQuestions and the problem with trying to account for the unaccountable.