The Critical Path

Horace and Moisés talk about stateside manufacturing, semi-annual product cycles and Tim Cook's area of intense interest. Also an update on Asymconf.

An update on Asymconf California, a discussion of engagement and why Android does not get enough of it, why Amazon likes giving away Fires and the causal hypothesis of Samsung's success in smartphones. That plus announcing a new 5by5 show: High Density.

A dialogue with Benedict Evans, mobile analyst. Benedict has observed not only the technology and telecommunications industries as an equities analyst but also worked for an operator and a major media company. We take a look at mobile strategy and what the media industry will evolve into.

Horace and Moisés talk about the consequences of Samsung's absorption of all Android profits, the limits of iPhone's addressable market, Apple bear markets and, like an object in orbit, how Apple seems to always be falling but never hits Earth. Finally, Horace introduces Asymconf California.

In this episode Horace and Moisés discuss the iPad mini launch weekend (vis-a-vis older iPads and Windows 8), the curious case of choosy late adopters of smartphones in the US and the mystery of Apple's capex late in the year. Horace spins a yarn about how Apple is playing chess with Sharp and Foxconn (and others) vs. Samsung.

Horace interviews Maxwell Wessel, fellow at Clay Christensen's Forum for Growth and Innovation at Harvard Business School. We explore the notion of apps as a disruption for multiple industries, especially entertainment.

Horace and Moisés discuss Apple's recent announcements, Horace's trip to Taiwan, and an Asymco special announcement. They also analyze claims that Apple has stopped innovating, and look ahead to where Apple's "puck" is going.

Horace talks to Jean-Louis Gassée about the early years of personal computing from 1968 to 1991. Covering his early roles at HP, Exxon Office Systems and his years at Apple, the story takes us back to a time and place that seems so distant and yet so familiar.

Horace and his new regular co-host Moisés Chiullan (5by5's Screen Time) discuss composing presentations on an iPad while on the road and, at long last, the completion of the Critical Path book. They also examine Apple's honing technique in design, and how it contributes to forging products that are as uniquely experiential as the traditional samurai sword.

What job is there for the iPad mini to do? How do we stay focused on fundamentals when it comes to analyzing Apple's stock price? What will it take to get Horace to use App.Net again?

A conversation with Philip Elmer-Dewitt on Apple's relationship with the media. How did the relationship evolve, is it changing and how is Apple addressing different media channels. Philip brings 30 years of experience to Apple journalism and provides some poignant anecdotes about Steve Jobs, the folklore of Apple and the disruption of journalism itself.