5by5 | The Critical Path #75: Bigger Than US Steel.
New data allows us to estimate the components of iTunes with more precision. The entire business is now transacting over $17 billion a year. We take a look at how this insight can be gained and what it means for the future of commercial media.
Building the right thing.
Why do some companies seem to be able to build products that fit their customers’ needs exactly while some do not? How to build a company that builds the right thing?
On the disruption of console video games and the signals sent by Google with their very own Chromebook.
A review of the Apple Store international roll-out process; a preview of an analysis of Apple’s innovation culture as described by Tim Cook; a reflection on the sustainability of growth: personal, institutional and societal.
via 5by5 | The Critical Path #73: The Best Single Invention of Life.
On assessing demand from “supplier checks”; measuring headroom and the race to a billion users; the disruption of computing becoming accepted by PC industry.
Over-serving TVs, bizarre keynotes, iPhone “mini”, cracking the China code, the T-Mobile iPhone and the iPhone operator deal structure.
via 5by5 | The Critical Path #70: Harvesting Talent.
This was a good show. It also ran longer than usual.
A discussion on a forthcoming blog post titled “The Last Feature Phone”. Also why stock markets are intractable: the problem with understanding the motivation of buyers and sellers of equities, especially those who act on behalf of others as fund managers. Finally, a review of what’s on Horace’s to-do list for 2013 and a hint at the new 5by5 show High Density, the first episode which is linked in the show notes.
via 5by5 | The Critical Path #69: The Concentration of Power.
Announcing a new 5by5 podcast: High Density.
In the first episode I interview Glenn Fleishman and talk about what it takes to be on Jeopardy (and how to win.) We also go on a journey into the lore and charm of The Economist and the curious state of modern journalism.
A review of RIM’s latest service pricing surprise; what do maps cost and what are they worth and the way to think about Google as a business.
via 5by5 | The Critical Path #68: On Very Large Scale Integrated Companies.
