Dan and Horace talk about Apple’s quarter with an eye toward the operational commitments being made. We cover the cost of store openings, data center purchases and machinery used in manufacturing iOS devices. By tracking capital expenses we can get a clue about where Apple wants to go.
This episode is sponsored by Sourcebits, Handelabra Studio, and Shopify.
Dan and Horace talk about some of the more profound implications of “intelligent assistance” in personal devices both in terms of business models and in terms of industry dynamics. Getting assistance is an implied bargain we all make as internet citizens but what do we pay for that assistance?
via 5by5 | The Critical Path #9: Getting To Know You.
This got a bit deep.
Thirty minutes after the end of the ‘Let’s talk iPhone’ event, 5by5.tv will be hosting a set of commentators[1] giving initial impressions of announcements.
“Tune-in” at http://5by5.tv/live
I’ll update this post with a link for the download once available.
[UPDATE]
Dan Benjamin talks about Apple’s “Let’s Talk iPhone” event with Dan Moren, Marco Arment, John Siracusa, John Gruber, Horace Dediu, Arnold Kim, and Christina Warren. Topics include the iPhone 4S hardware and form factor, the iOS update, the “geek letdown”, Siri, iPods, pricing, release dates, AppleCare, carriers, serious stats, iCloud and iTunes Match, the non-geek response, and more.
Download the episode here.
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Episode #8 • September 28, 2011 at 2:00pm
Horace and Dan talk about why CEOs are paid so much and what analysis has come to mean in equities research and the value of cross-pollination between the camps that form around technology companies.
5by5 | The Critical Path #7: Genericized Trademarks.
Episode #7 • September 21, 2011 at 12:00pm
Horace and Dan look at brand theory and decide it should not be left to the experts. Also, we ask what jobs products are hired to do and tie that to the meaning imparted in the brand and visual imagery associated with it.
Horace and Dan tackle corporate valuation and hypothesize whether amateur bloggers know more about Apple than professional analysts. We also look at the ancient economic history of Windows and how that still shapes it today.
via 5by5 | The Critical Path #6: Black Boxes.
On iTunes: iTunes Audio
Horace and Ryan discuss HP’s departure from the PC business, the end of the TouchPad, buying your way into innovation and what it takes to compete and survive in the Post PC era.
via The Critical Path #5: HP’s Innovation Antibodies – 5by5.
This is a good one.
The Critical Path #4: Acquisitions – 5by5.
Ryan Irelan speaks with Horace Dediu about Google’s planned acquisition of Motorla Mobility and the potential ramifications for competitors.
The Critical Path #2: Synchronized failure – 5by5.
Horace Dediu and Dan Benjamin discuss how smartphone pioneers Nokia and RIM falter while the market is booming.
Critical Path #1: The Five Year Plan – 5by5.
Critical Path is a talk show contemplating the causality of success and failure in mobile computing. Using Apple as a lens to look at both telecom and traditional computing markets, we try understand what it means to be great.
In this inaugural episode, Horace Dediu and Dan Benjamin try to weigh the strategic implications of Apple’s WWDC announcements. We take a look at the impact on RIM, operators, Google and Apple’s flirtation with Twitter.
