The Critical Path

Horace and Dan tackle corporate valuation and hypothesize whether amateur bloggers know more about Apple than professional analysts. We also look at the ancient economic history of Windows and how that still shapes it today.

Horace and Ryan discuss HP's departure from the PC business, the end of the TouchPad, buying your way into innovation and what it takes to compete and survive in the Post PC era.

Sitting in for Dan while he is on paternity leave, Ryan Irelan speaks with Horace Dediu about Google's planned acquisition of Motorola Mobility and the potential ramifications for competitors.

Horace Dediu and Dan Benjamin discuss the power of cash to control supply chains in the post-PC era and how Apple is challenging conventional wisdom about its value to shareholders.

Horace Dediu and Dan Benjamin discuss how smartphone pioneers Nokia and RIM falter while the market is booming.

In this inaugural episode, Horace Dediu and Dan Benjamin try to weigh the strategic implications of Apple's WWDC announcements. We take a look at the impact on RIM, operators, Google and Apple's flirtation with Twitter.