The Critical Path

The Critical Path

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.



#264: Happy Place

March 21, 2021 at 12:00PM • 59 minutes

Horace on buybacks, market cap vs GDP, and happiness.


#263: Along a New Superlative

March 14, 2021 at 2:45PM • 48 minutes

Horace on HomePod, Apple Go and design freedom.


#262: Hunt or Gather

February 21, 2021 at 12:00PM • 57 minutes

Horace on Wal-Mart, Apple Go and surfing the city.


#261: Bespoke Battles

February 14, 2021 at 1:00PM • 1 hour 2 minutes

Horace on facebook, Apple Go+ and chocolate chips.


#260: Trounced

January 31, 2021 at 5:00PM • 1 hour 6 minutes

Horace on Apple's biggest quarter ever, a hot war and subjective guarantees.


#259: The Question of the Decade

December 28, 2020 at 7:45PM • 58 minutes

Horace on the Apple Car (?), canaries, and comic books.


#258: Not So Much the Romans

December 19, 2020 at 5:00PM • 52 minutes

Horace on Fitness+, AirPods Max and where Apple might be in 2023.


#257: The Driving Analogy

November 29, 2020 at 9:00AM • 48 minutes

Horace on culture and what AAPL analysis should be focused on. Also, Stonehenge.


#256: A New Geography

November 22, 2020 at 11:00AM • 55 minutes

More thoughts on M1 and the next anti-climactic big bang from Horace.


#255: M1

November 14, 2020 at 1:00PM • 1 hour 3 minutes

Horace reacts to Apple's introduction of the M1 chip, takes some #CriticalQuestions, and shares some thoughts about Intel's path forward.