The Critical Path

#120: I Wish I Could Say Less

September 8, 2014 at 10:00AM • 1 hour 9 minutes

Anders Brownworth and Horace Preview of Apple's September 2014 special event. We focus on how Apparel gets disrupted. We also wrap the Creativity, Inc. book review.

#119: Creativity and Engineering

August 19, 2014 at 1:30PM • 1 hour 20 minutes

Predictions of the iPhone Portfolio, big screen phones and what they are good for, and a tentative review of Ed Catmull's "Creativity, Inc"

After a lengthy break, Horace and Moisés reflect on the substantial implications of Apple's WWDC announcements and the ongoing evolution within Apple culture. What does it take to allow for greatness?

#117: Why Did Apple Buy Beats?

May 28, 2014 at 3:45PM • 1 hour 15 minutes

Horace talks about CapEx and begins unpacking the massive topic that is The Capitalist's Dilemma. We focus on the surprisingly under-discussed data with regard to Apple's acquisition of Beats. The deal was officially announced within hours of this recording.

#116: Freshwater/Seawater

May 8, 2014 at 4:30PM • 1 hour 8 minutes

Horace and Moisés catch up on a few weeks of topics, from Apple earnings to iPad discontinuity to ecosystem disparity to followup on ComiXology. Why would you ask a freshwater fish what it's like to live in the open sea?

#115: The Canvas of Pixels

April 14, 2014 at 11:30AM • 1 hour 12 minutes

Horace and Moisés talk about Amazon's acquisition of ComiXology, digging into the very "local" nature of book publishing in general and the extreme regional differences in content popularity and delivery.

#114: Veronica's Dilemma

March 25, 2014 at 11:45AM • 1 hour 27 minutes

Horace and Moisés talk about the major triumphs and minor failures of the Veronica Mars campaign on Kickstarter and kick off a series on The Capitalist's Dilemma.

#113: Takt Time

March 5, 2014 at 8:00PM • 55 minutes

Horace and Moisés talk about CarPlay, MWC2014, Microsoft and Nokia, "Tim Cook's outburst", per-user value, and re-evaluating how we analyze companies in tech.

#112: Business Model Diversification

February 21, 2014 at 11:00AM • 57 minutes

Horace and Moisés examine Facebook's acquisition of Whatsapp: the job it is hired to do, and the value system attached. They also begin a look at The Capitalist's Dilemma.

#111: Man of Arts and Letters and Science

February 10, 2014 at 12:30PM • 1 hour 37 minutes

Horace and Moisés discuss the excitement surrounding Microsoft's hire of new CEO/poet Satya Nadella, Apple's recent numbers announcement, and yet more on Google (and their sale of Motorola to Lenovo).