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.

#34: Climax and Anti-climax

April 18, 2012 at 2:30PM • 1 hour 21 minutes

Horace and Dan talk about the recently ended Asymconf 1.0 focusing on the risks taken and rewards obtained. We cover the concept, technical implementation, dynamics and where the show will go from here. Horace describes the fascinating "lost tapes" of Steve Jobs and Nokia's latest anticlimactic results.

#33: The Futility of Machinations

April 11, 2012 at 2:00PM • 1 hour 8 minutes

Dan and Horace are back to discuss the latest news from Nokia, RIM, HTC and Sony and what they have to do with each other. We touch on the distinction between market and product orientation and meander into the question of what is the value of the enterprise vis-a-vis the product it sells and what management has meant and what it should mean. We even tackle the history (and future) of history.

#32: Mockumentary

April 4, 2012 at 10:30AM • 60 minutes

Horace talks again with Dan Abrams about film budgeting, Kickstarter, pre-production, location, technology for production, and a surprise announcement. We also discuss the project-oriented nature of movie production vis-a-vis "pipelined" product development, the history of studios and how they evolved, Pixar and much. much more.

#31: Greenlighting

March 28, 2012 at 7:30PM • 1 hour 12 minutes

Horace talks to Mike Schneider, a feature film development executive about what development means in the context of filmmaking. We cover the changes the development process faces, the impact of technology on business models and the future role of development in a more integrated film value chain.

#30: Jetlag

March 21, 2012 at 10:30AM • 1 hour 21 minutes

The thirtieth Critical Path is an extended edition covering a broad sweep of topics: The new iPad and the value of filling the gaps, trip report on the Apple Investor Summit, Conversations with a TV show writer, Tim Cook's attack on the cash mountain and an update on Asymconf. Horace also talks about his cure for jet lag.

#29: The Consequences of Disruption

March 14, 2012 at 11:30AM • 50 minutes

We discuss the five characteristics of disruption: Net growth and value creation, inevitability, increased speed of change, necessity for macroeconomic growth, historical consequences. This and much more will form the basis of discussion for Asymconf.

#28: False Profit

March 7, 2012 at 9:00AM • 1 hour 2 minutes

Horace interviews writer/producer Dan Abrams. Dan talks us through the budgets and cost structures of independent movies as well as the obstacles to innovation presented by the current industry structure. We talk about some of the new concepts that are emerging as means to overcome these obstacles. We also talk about new forms of distribution and financing that enable long-tail film and TV content. Dan also talks about his upcoming mockumentary about the Global Financial Crisis (

#27: Supernova

March 2, 2012 at 2:00PM • 1 hour 3 minutes

iPads and what we'll hire them to do for us. We talk about how measurements of the market show an unprecedented growth in mobile computing and how that leads to a new context for computing along axes of non-consumption. That could mean that the devices will become powerful enough to allow most people to be creative and reach self-realization.

#26: Zeitgeist

February 22, 2012 at 2:00PM • 60 minutes

Act I: An analysis of the manufacturing cost structure for iPhones Act II: The $10 billion App store economy and how to quantify value of apps per iPhone Act III: Like GM and IBM, rather than seeing it as the exception, Apple may be the rule that defines an era.

#25: Only the freshest Mountain Dew

February 17, 2012 at 11:00AM • 51 minutes

We take a look at Mountain Lion as evidence that Apple is cross-pollinating its product lines. We look at the Apple stores as a service brand and Horace tips his hand ever so slightly about Asymconf.