5by5 | The Critical Path #46: The Next Victim

We cover the valuation question regarding Apple and tech in general as seen through investors’ eyes. This discussion ranges a bit on P/E compression and the psychology of investors–which might change with Apple TV.

We also look at who is most vulnerable in the ongoing mobile computing disruption and who are the up-and-coming challengers. Finally, I introduce the Perspective app which I used for all my live presentations.

I’ll post more about Perspective in the future as it will be my platform for publishing complex or rich data.

via 5by5 | The Critical Path #46: The Next Victim.

5by5 | The Critical Path #44: White Knights and White Nights

Dan and Horace reflect on the Osbourne effect of Windows Phone 8 on Nokia and how to value a company in distress. In particular, we talk about the potential of a Microsoft acquisition and the conditions needed to make it happen. Horace takes two reader questions: How did Samsung succeed while other vendors failed with Android and what are the pitfalls that could cause Apple to stumble.

via 5by5 | The Critical Path #44: White Knights and White Nights.

5by5 | The Web Ahead #24: Jobs the Web Does with Horace Dediu

Today I was a guest on Jen Simmons’ The Web Ahead. It was a chance to discuss some of the big questions facing the Web in general especially vis-à-vis apps and mobile in general.

How can we understand the business of the web? Horace Dediu joins Jen to talk about the web through the lens of disruption theory, discussing innovation and jobs to be done. Along the way we get into advertisement on the web, and the old website vs native app debate.

via 5by5 | The Web Ahead #24: Jobs the Web Does with Horace Dediu.

5by5 | The Critical Path #43: We'll take it from here

Horace and Dan look at Microsoft’s Surface through disruption colored lenses. First, the ongoing evolution of the computing value chain and how it foretold us of Surface. Second, how the economics of Microsoft’s businesses makes Surface compelling. We also begin a new segment tentatively called “Reader Questions”. This time it’s education: is it disruptable? If so how can we tell and where will it lead us?

via 5by5 | The Critical Path #43: We’ll take it from here.

5by5 | The Critical Path #42: Full Circle

Having just returned from China, Horace gives his impressions which leads to a discussion about industrialization and innovation and how countries “mature” and what is Apple doing in China and the new relationship between Apple and strategic partnerships and the new stats from WWDC 2012 about developer revenues and how that differs from Android and the 400 million Android devices activated vs. 400 million iOS devices built, in China.

via 5by5 | The Critical Path #42: Full Circle.

5by5 | The Critical Path #41: Contextual Inquiry

Dan and Horace talk about the distinction between what Facebook is and what its value is perceived to be. We touch on both the opportunities and the challenges for social media and how these are reflected in the IPO. We note how and why Facebook integration in iOS might happen. Horace has a few words about China, WWDC, and the future of apps on TVs. It’s all about context.

5by5 | The Critical Path #41: Contextual Inquiry.

 

 

5by5 | The Critical Path #40: Awaiting the Big Bang

This week, Horace follows up on his discussion of automobiles and road infrastructure by talking about how road networks were rebuilt in European countries to accommodate cycling. That leads to hints about the challenge of re-building energy infrastructure to support new power train technologies. We talk about RIM’s post-trauma life expectancy. Finally He and Dan also analyze comments made by Tim Cook at the recent D10 conference about Apple TV and disruption of the entertainment industry.

via 5by5 | The Critical Path #40: Awaiting the Big Bang.

Show links:

5by5 | The Critical Path #39: The Locus of Power

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.

via 5by5 | The Critical Path #39: The Locus of Power.

Show notes:

(Answer to the quiz question here).