November 24, 2012 at 12:00PM •
1 hour 9 minutes
A dialogue with Benedict Evans, mobile analyst. Benedict has observed not only the technology and telecommunications industries as an equities analyst but also worked for an operator and a major media company. We take a look at mobile strategy and what the media industry will evolve into.
November 15, 2012 at 12:00PM •
1 hour 11 minutes
Horace and Moisés talk about the consequences of Samsung's absorption of all Android profits, the limits of iPhone's addressable market, Apple bear markets and, like an object in orbit, how Apple seems to always be falling but never hits Earth. Finally, Horace introduces Asymconf California.
November 7, 2012 at 4:30PM •
1 hour 23 minutes
In this episode Horace and Moisés discuss the iPad mini launch weekend (vis-a-vis older iPads and Windows 8), the curious case of choosy late adopters of smartphones in the US and the mystery of Apple's capex late in the year. Horace spins a yarn about how Apple is playing chess with Sharp and Foxconn (and others) vs. Samsung.
November 5, 2012 at 11:30AM •
1 hour 1 minute
Horace interviews Maxwell Wessel, fellow at Clay Christensen's Forum for Growth and Innovation at Harvard Business School. We explore the notion of apps as a disruption for multiple industries, especially entertainment.
October 25, 2012 at 6:45PM •
1 hour 32 minutes
Horace and Moisés discuss Apple's recent announcements, Horace's trip to Taiwan, and an Asymco special announcement. They also analyze claims that Apple has stopped innovating, and look ahead to where Apple's "puck" is going.
October 15, 2012 at 8:00PM •
Horace talks to Jean-Louis Gassée about the early years of personal computing from 1968 to 1991. Covering his early roles at HP, Exxon Office Systems and his years at Apple, the story takes us back to a time and place that seems so distant and yet so familiar.
October 11, 2012 at 11:15AM •
1 hour 13 minutes
Horace and his new regular co-host Moisés Chiullan (5by5's Screen Time) discuss composing presentations on an iPad while on the road and, at long last, the completion of the Critical Path book. They also examine Apple's honing technique in design, and how it contributes to forging products that are as uniquely experiential as the traditional samurai sword.
What job is there for the iPad mini to do? How do we stay focused on fundamentals when it comes to analyzing Apple's stock price? What will it take to get Horace to use App.Net again?
October 3, 2012 at 12:15PM •
A conversation with Philip Elmer-Dewitt on Apple's relationship with the media. How did the relationship evolve, is it changing and how is Apple addressing different media channels. Philip brings 30 years of experience to Apple journalism and provides some poignant anecdotes about Steve Jobs, the folklore of Apple and the disruption of journalism itself.
September 28, 2012 at 2:45PM •
1 hour 8 minutes
James Allworth, Harvard Business School Forum for Growth and Innovation fellow and co-author of How Will You Measure Your Life joins Horace for an in-depth discussion of the vulnerability of Apple to low-end disruption. Specifically, assuming the iPhone reaches a point of over-service, did Apple arm its suppliers with the means to create its replacement? We dip into case studies of Dell, HP, HTC and Microsoft and touch on how iPod escaped this fate.
Special guest Horace Dediu.
September 21, 2012 at 7:45PM •
1 hour 13 minutes
Horace and Moisés discuss the early consumer response to iOS 6 (Maps in particular), and how people appear to greatly prefer native apps to their web app counterparts. They also dig into just how large an opportunity cost Apple is capable of absorbing in the interest of protecting their platform. In doing so, they examine the native app vs. HTML5 debate.