The Critical Path

Horace and Anders on the irrelevance of shareholders. Anticipating an Apple October 2014 event they discuss how the iPad and tablet designs could evolve. Diving into how brands can manage disruption through a whirlwind tour of products from cameras to watches to cars.

Horace and Anders analyze the possible business models for Apple Watch, how it may be introduced, distributed, sold, and bought. What impact will the Watch have on Apple's top and bottom lines? They further look into possible introductions for the rest of 2014. Horace sounds about to give up hopes on Apple TV.

Horace and Anders discuss Opening Weekend Sales of iPhone 6, Accurate Timekeeping Device, the 3rd tentpole of Apple Watch, leading to a brief history of wristwatches, a study of Job-to-be-done for the watch and what it signals about Apple's future.

Horace also announces his new role at the Clay Christensen Institute, and the resumption of Airshow World Tour starting with Airshow Seattle on Nov 8.

Steve Jobs said death is the best thing in life. And yet we seek immortality, or at least life extending technologies. What are the possibilities and implications of a salubrious app? Is life extension the next killer app?

How and why does Apple get paid for Apple Pay? Anders and Horace dive into the payments value chain and break it all down for you: what's in it for users, merchants, issuing banks and payment networks. What are the risks and opportunities for Apple? Is there a disruption about to happen?

Immediately after Apple's historic announcement on Sept 9, 2014, Horace Dediu, Farshad Nayeri and Anders Brownworth discuss Apple Watch...while driving to the Airport.

Anders Brownworth and Horace Preview of Apple's September 2014 special event. We focus on how Apparel gets disrupted. We also wrap the Creativity, Inc. book review.

Predictions of the iPhone Portfolio, big screen phones and what they are good for, and a tentative review of Ed Catmull's "Creativity, Inc"

After a lengthy break, Horace and Moisés reflect on the substantial implications of Apple's WWDC announcements and the ongoing evolution within Apple culture. What does it take to allow for greatness?

Horace talks about CapEx and begins unpacking the massive topic that is The Capitalist's Dilemma. We focus on the surprisingly under-discussed data with regard to Apple's acquisition of Beats. The deal was officially announced within hours of this recording.