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.



#39: The Locus of Power

May 23, 2012 at 1:00PM • 1 hour 5 minutes

Dan and Horace take a nostalgic trip through the automotive industry. Horace asks why should a 20 year old car (which he happens to own) be replaced? Why are cars built to be disposed of and why aren't they meaningfully improved based on new jobs to be done? In this episode we look at the auto industry as a proxy for other "network-based" industries which reach plateaus of innovation and can go no further. Plus, Horace challenges readers to guess what car he drives.


#38: Seeking Enlightenment

May 16, 2012 at 12:15PM • 59 minutes

Horace and Dan wade into Android Economics expanding on the series of posts on Asymco. We also give an update on The Critical Path Kickstarter project.


#37: Pathfinder I

May 9, 2012 at 12:00PM • 47 minutes

Horace and Dan talk about how the Critical Path (The First Year) ebook Kickstarter project began, and hint at an upcoming topic: how to analyze the Android market.


#36: An Interview with Clayton Christensen

May 2, 2012 at 12:00PM • 1 hour 2 minutes

Horace interviews his teacher Clay Christensen to discuss his new book, How Will You Measure Your Life. We discuss some of the concepts of learning, jobs to be done and approaches to self-disruption. We also cover what Clay is working on next in his writing and research. Lastly, we talk about what Apple should worry about in its disruptive journey.


#35: Joys and Sorrows

April 25, 2012 at 1:45PM • 1 hour 7 minutes

A review of Apple's performance in the first calendar quarter. Covering the iPhone's predictability, greater China and international opportunity swamping the US opportunity, the iPad surprise and what mobile means to Apple. Dan and Horace ponder what it means for the largest company in the world to also be the fastest growing company in the world. We discuss whether there is a mobile bubble and, as a bonus, Horace predicts the launch timing of the next iPhone.


#34: Climax and Anti-climax

April 18, 2012 at 2:30PM • 1 hour 21 minutes

Horace and Dan talk about the recently ended Asymconf 1.0 focusing on the risks taken and rewards obtained. We cover the concept, technical implementation, dynamics and where the show will go from here. Horace describes the fascinating "lost tapes" of Steve Jobs and Nokia's latest anticlimactic results.


#33: The Futility of Machinations

April 11, 2012 at 2:00PM • 1 hour 8 minutes

Dan and Horace are back to discuss the latest news from Nokia, RIM, HTC and Sony and what they have to do with each other. We touch on the distinction between market and product orientation and meander into the question of what is the value of the enterprise vis-a-vis the product it sells and what management has meant and what it should mean. We even tackle the history (and future) of history.


#32: Mockumentary

April 4, 2012 at 10:30AM • 60 minutes

Horace talks again with Dan Abrams about film budgeting, Kickstarter, pre-production, location, technology for production, and a surprise announcement. We also discuss the project-oriented nature of movie production vis-a-vis "pipelined" product development, the history of studios and how they evolved, Pixar and much. much more.


#31: Greenlighting

March 28, 2012 at 7:30PM • 1 hour 12 minutes

Horace talks to Mike Schneider, a feature film development executive about what development means in the context of filmmaking. We cover the changes the development process faces, the impact of technology on business models and the future role of development in a more integrated film value chain.


#30: Jetlag

March 21, 2012 at 10:30AM • 1 hour 21 minutes

The thirtieth Critical Path is an extended edition covering a broad sweep of topics: The new iPad and the value of filling the gaps, trip report on the Apple Investor Summit, Conversations with a TV show writer, Tim Cook's attack on the cash mountain and an update on Asymconf. Horace also talks about his cure for jet lag.