June 2011
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Day June 7, 2011

A new show launched today. Critical Path #1: The Five Year Plan – 5by5

Critical Path #1: The Five Year Plan – 5by5.

Critical Path is a talk show contemplating the causality of success and failure in mobile computing. Using Apple as a lens to look at both telecom and traditional computing markets, we try understand what it means to be great.

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.

Songs, Books and Apps: What do the three media types tell us about the future of consumption?

The 200+ million iOS devices have caused 14 billion apps to be downloaded in less than three years. The iTunes music store caused 15 billion songs to be downloaded over a 7 year period.

The two media download totals are shown in the following chart:

About 9 months ago I predicted that Apps would overtake song downloads. I was off on the timing by a few months. The app download rate slowed down in the last few months. However, the crossover point is imminent. The song download rate is running at about