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.



#90: The Praetorian Guard

June 27, 2013 at 11:45AM • 1 hour 8 minutes

Horace investigates asymmetric organization structure, and how Apple's functional vision of careers and jobs differ from most tech companies.


#89: Not Bad for a Hobby

June 20, 2013 at 6:00PM • 1 hour 18 minutes

Horace reflects on his analysis of iTunes purchase data, details the just-announced AirShow in Chicago, and touches on fascinating "heat maps" of mobile platform use. We close our week of three shows by talking about "deep focus" and Citizen Kane.


#88: Siri in the Driver's Seat

June 18, 2013 at 12:30PM • 52 minutes

In the second part of our WWDC wrapup, we delve into the large-scale shift represented by iOS 7. Siri guides us on the journey from navigation to consumption in our latest AsymCar segment, and Horace examines what iWork for iCloud means.


#87: De Gustibus

June 18, 2013 at 12:15PM • 55 minutes

In the first part of a post-WWDC "doubleheader", we look back at AirShow and begin our dive into the keynote, with regard to Apple's hardcore product (Mac Pro), Mavericks, iTunes Radio, and examining discovery versus playback.


#86: Staying Foolish

May 27, 2013 at 5:30PM • 1 hour 26 minutes

Questions for Tim Cook; a brief look at the grammar of the organization; Xbox One vs. the Spruce Goose and how to avoid knowing too much.


#85: Achilles' Heel

May 22, 2013 at 9:00AM • 1 hour 15 minutes

An update on Airshow, the state of Apple retail, and beginning dialogue on the open question of what is Google's greatest weakness


#84: Blessed Are the Apps

May 13, 2013 at 4:15PM • 1 hour 14 minutes

A new theory of device-enabled presentations; the iTunes ARPU (average revenue per user) and its putative erosion; a definition of smart devices, the cycles of computing as a continuum.


#83: The Analyst Taxonomy

May 6, 2013 at 12:30PM • 1 hour 22 minutes

Horace proposes a classification of analysts and their motives and how to think about the value of commentary. We delve into how Apple executives obtain and preserve authority and talk about the disruptive impact of Nintendo. Also a hint about a new Perspective presentation before WWDC.


#82: Adding Rows

April 29, 2013 at 1:00PM • 1 hour 37 minutes

The Apple Q1 financial performance review with a short look at the impact of warranties on gross margins. The growth question: why financial analysis cannot offer insights into new product creation, and why makers of things think different. Finally, a new installment into Asymcar: why the process of car making is over-integrated, over-serving, and over-concentrated.


#81: Continuous Flow

April 23, 2013 at 12:15PM • 1 hour 13 minutes

We cover misleading headlines with respect to the iPhone at Verizon while questioning the ebb and flow of media tone on Apple news. We also dive deeper into Asymcar and how to think about car manufacturing. Finally, how to approach industry analysis regardless of your industry.