The Critical Path

by 5by5

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 Horace Dediu, Anders Brownworth, and Judd Rubin.


Latest Episodes

211: The Four Questions

Horace goes old school while sifting through the details of the latest Apple earnings call and shares why he’s looking forward to not seeing certain numbers in the earnings reports to come.

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Posted on 5 November 2018 | 4:00 am

210: Worth a Business Trip?

Horace reflects on pricing, minivans, the pecking order of the new products and more from the pre-Halloween Apple event in Brooklyn, NY.

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Posted on 1 November 2018 | 11:00 pm

209: Ex Machina: Corporations and Canals

In the first half of this special double episode of The Critical Path, Horace shares his thoughts on one of the first, and most powerful, corporations ever, the Dutch East India Company and how its impact can still be felt. Later on (54:00), in advance of Apple’s upcoming event in NYC, Horace explores what specifically made New York... New York.

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Posted on 29 October 2018 | 12:00 am

208: Ex Machina: The Company Town

Prompted by his recent visit to Apple Park, Horace examines the history of the company town, its job to be done and wonders who lives in them today in another special edition of The Critical Path.

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Posted on 21 October 2018 | 7:00 pm

207: Ex Machina: Telegraph

In the first of a series of special episodes of The Critical Path, Horace aims his lens at a seminal innovation from the past, compares and contrasts adoption patterns of yesterday and today, and delineates the reasons why pigeons were not ideal.

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Posted on 15 October 2018 | 5:00 am

206: Sampled or Tracked

Horace considers whether it's better to be sampled or tracked, explores the recent Super Micro dustup and shares some info about the first Asymco event of 2019.

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Posted on 8 October 2018 | 2:00 am

205: Lisa's Thesis

Horace shares his thoughts on the recent iPhone and Apple Watch event, his insights into the shift announced by Apple VP Lisa Jackson and what we might extrapolate about future products from the Watch’s user interface(s). Horace is joined by Judd Rubin, who fills in for Anders.

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Posted on 1 October 2018 | 4:45 am

204: Organic

Horace and Anders discuss Apple earnings, the iPhone X and take listener questions.

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Posted on 9 November 2017 | 11:00 am

203: ICOs with Ryan Zurrer

Horace and Anders speak with Ryan Zurrer of Polychain Capital about the disruptive possibilities of Initial Coin Offerings (ICOs) and the blockchain token model.

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Posted on 10 August 2017 | 2:00 am