The Critical Path

#140: Apple Earnings Call

February 17, 2015 at 8:00PM • 1 hour 9 minutes

In this special "live" version of The Critical Path, Horace gets the numbers just minutes before Apple's January 27th, 2015 earnings call and dissects them live. The show picks up just after the call finishes with a quick recap and discussion of yet another record quarter.

#139: The Great Gap

January 23, 2015 at 4:00PM • 1 hour 13 minutes

Horace and Anders discuss the current uncertainty in the commodities markets and take a look at the logical segments of the adoption curve. Could the conventional wisdom between invention and product in the market be wrong?

#138: The Critical MBA

January 20, 2015 at 9:00AM • 1 hour 4 minutes

Horace and Anders discuss this year's CES, Apple's record $25B in payments to developers as well as the initial installment of the Critical Path MBA. How is business taught in schools? What is a business school graduate optimized to do? Horace explains what one might need to know when considering a business degree.

#137: The Inception

January 16, 2015 at 12:00PM • 1 hour 3 minutes

Can we measure the time between inception of an idea and the disruption it later causes in the market? Startups are there to discover a job nobody sees yet but not all laboratory experiments make it to commercialization. Horace and Anders discuss the timing of disruption and look at Bitcoin as an example.

#136: An Interview about The Interview

January 12, 2015 at 12:30AM • 1 hour 13 minutes

Moisés Chiullan returns to join Horace Dediu in a discussion of the film "The Interview". Could the unique circumstances surrounding this film spur a renaissance in content creation in Hollywood?

#135: Fruit Fly Analysis

December 18, 2014 at 3:00PM • 1 hour 19 minutes

Horace outlines his work at The Clayton Christensen Institute and sets out a number of topics for upcoming shows. We also revisit YouTube and the art of self promotion.

#134: Chief Jobs Officer

December 7, 2014 at 9:00AM • 1 hour 22 minutes

Turning our focus back to "Jobs to be Done" theory, we look at how producers can exceed consumers and the role of the focus group from the "Jobs to be Done" viewpoint. We examine "Jobs to be Done" as an essential core of the product process. Where does this kind of thinking belong in an organization? Should we be redefining what being "the best" means? We close with a discussion about the "Job to be Done" of social media and how it might relate to the seven deadly sins.

#133: Transcendental Valuation

November 28, 2014 at 10:45AM • 1 hour 8 minutes

Having reached $700 billion we ask whether $1 trillion is an achievable valuation for Apple. We also discuss why this is not at all interesting. Also, the future of banking.

#132: The World's PIN Code

November 24, 2014 at 8:00PM • 1 hour 7 minutes

How does an organization's structure, resource allocation and measurement dictate it's capabilities? Horace and Anders discuss Amazon's AWS business in comparison to their traditional online retail business and the Apple and Google strategies.

#131: How Big is iCloud?

November 17, 2014 at 9:00AM • 43 minutes

Apple's Services business is growing by leaps and bounds. How much of that can be attributed to iCloud? Horace and Anders consider how big the iCloud business is for Apple, as well as Apple's recent stock price rise in this "rolling show" on the way to the airport.