Category: Podcast

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.

via 5by5 | The Critical Path #56: Strategic Disadvantages: A discussion with James Allworth.

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.

via 5by5 | The Critical Path #55: Gravity Well.

Horace and Moisés discuss Apple’s iPhone 5 announcement. Was there a strategic shift? Whatever happened to targeting the low end of the market? Also, what’s in store for the iPod touch?

via 5by5 | The Critical Path #54: Moving the Ball Forward.

Horace is still out crossing the globe on secret missions, so Moisés Chiullan, host of Screen Time, fills in for Dan. This week, Horace covers his Swipe Conference presentation on the history of personal computing and the shift to new platforms that foreshadows the dawn of a new era, the state of the US mobile market and where Lumia fits into the fold, and how Samsung moves forward in the wake of the litigation.

via 5by5 | The Critical Path #53: To Be First and Loudest.

A recorded interview Peter Wells at Swipe Conference. We discuss the rise and fall of the PC, and some of the parallels that can be drawn from the rise of mobile platforms today. Which mobile platforms are destined to succeed, and who will fade away? And why can’t some analysts count the iPad as a PC replacement? Horace also discusses the amazing iPad app he used today in his presentation.

via MacTalk – MacTalk Podcast Special | Horace Dediu.

With Horace criss-crossing the globe on various secret missions, Moisés Chiullan, host of Screen Time, fills in for Dan this week. In this episode, Horace follows up on last week’s predictions now that the Apple v. Samsung verdict has been finalized … or has it? Horace and Moisés also dig into the algebra needed to decode how many tablet units which manufacturers have sold, and what that means for Amazon’s Kindle Fire in particular.

via 5by5 | The Critical Path #52: The Art of Making Money.

We cover three topics:

1. Safety and air travel: the bases of performance that don’t get rewarded
2. The unintended consequences of litigation: US v. Microsoft and lessons learned for Apple v. Samsung
3. Product Portfolio theory: is focus impossible for everyone but Apple?

5by5 | The Critical Path #51: Product Portfolio Theory.

The crumbs of data falling off the Samsung v. Apple trial table get some scrutiny. Horace expands on some of the hints from the partial release of information and then continues with a discussion of how market data is collected and whether it should be trusted. That leads to a question of whether private (or paid) analysis is “better” than public (and unpaid). The benefits of having access to the vastness of collaborators online and the public sources of info might be tipping the balance. Finally, we talk about how big ideas go from sounding impossible to being inevitable and who gets rewarded for making them so.

via 5by5 | The Critical Path #50: From Impossible to Inevitable.

Horace takes another look at the aviation industry and asks whatever happened to air taxis. Then we go back to the manufacturing miracle of WWII in order to ask what might be the limits to growth. That helps us describe the “top down” opportunity for iOS and mobile computing in general looking at the overall mobile phone market. Finally Dan asks what are the qualifications needed for an analyst to perform wide-ranging reviews of industries.

via 5by5 | The Critical Path #49: Fly me to the Moon.

See also: Headroom (tweet).

This episode is recorded on the day after Apple’s second quarter earnings release. We go through all the income statement updates and discuss what went wrong (almost everything) and what went right (precious little). We use statements by management about India to answer the question of where the emerging market potential is for iPhone. Putting aside some of the missed opportunities or bad timings, the quarter is reviewed as less than the stellar performance we’ve become accustomed to but not bad all things considered.

via 5by5 | The Critical Path #47: Impatient for Growth.