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

225: 225: P/E Ratio Revisited

Horace answers some #CriticalQuestions and discusses the latest Apple earnings call from a secret location in the southern hemisphere.

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Posted on 6 May 2019 | 10:00 pm

224: The State of Our Disconsent

Tim Walters returns to discuss with Horace data privacy and the impact the General Data Protection Regulation has had after being in effect for (almost) one year.

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Posted on 27 April 2019 | 5:00 am

223: A Market For Trust

Horace shares more thoughts on Apple Card and Services, and touches on a surprising staple of 1980s Romanian television.

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Posted on 9 April 2019 | 4:00 am

222: Culmination

Horace ponders Apple's Show Time event, while Judd pretends not to notice the damage to his car.

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Posted on 26 March 2019 | 4:00 am

221: Critical Disbelief

With an eye on the March 25th Apple Event, Horace contemplates what may be coming, shares his thoughts on Facebook announcing a pivot to privacy, gives an update on the Micromobility Kickstarter project and says too much about his salad's secret ingredients.

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Posted on 18 March 2019 | 2:00 am

220: Ex Machina: The Railroad, Part 1

The conversation begins with Horace and Judd discussing Wolfgang Schivelbusch's The Railway Journey, then expands to include sea faring, the trouble with boilers and one of Horace's historical fantasies.

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Posted on 25 February 2019 | 2:30 pm

219: Oceans

Horace handles a few of the curve balls included in the latest AAPL earnings report, answers some #CriticalQuestions and dips a toe into the ocean of possibilities regarding Apple's ventures into Health Care.

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Posted on 11 February 2019 | 6:00 am

218: A Billion

Using the recent earnings call as a jumping off point, Horace considers the size and shape of the premium content train that will soon be making its way down Apple's Services track.

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Posted on 4 February 2019 | 4:00 am

217: Gandhi Edition

Horace wonders whether or not Ghandi and Mao would use the same iPhone, shares what he'd like to hear in the upcoming AAPL earnings call and, finally, reveals which Ikea serves the best meatballs in the entire world.

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Posted on 20 January 2019 | 6:00 pm