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.
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1:02:48
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1:02:48
5: HP's Innovation Antibodies
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.
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57:45
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57:45
4: Acquisitions
Sitting in for Dan while he is on paternity leave, Ryan Irelan speaks with Horace Dediu about Google's planned acquisition of Motorola Mobility and the potential ramifications for competitors.
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52:37
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52:37
3: It's Good to Be King
Horace Dediu and Dan Benjamin discuss the power of cash to control supply chains in the post-PC era and how Apple is challenging conventional wisdom about its value to shareholders.
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57:19
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57:19
2: Synchronized failure
Horace Dediu and Dan Benjamin discuss how smartphone pioneers Nokia and RIM falter while the market is booming.
The Critical Path is a talk show contemplating the causality of success and failure in the evolving story of mobile computing and related industries. Using Apple as a lens to look at existing and emerging tech markets, we try to understand what it means to be great. Hosted by Anders Brownworth & Horace Dediu.
Ireland