Back from the Apple Watch event, Horace gives his trip report discussing watch pricing and what we now know of how Apple intends to sell them. What cognitive illusions might come into play as people consider the watch?
Horace and Anders discuss Apple’s brand reorientation from the intellectual and analytical to the emotional and instinctual. Moore’s Law is fundamentally incompatible with luxury so new measures are necessary. What should one call this new paradigm?
Horace and Anders discuss the design of Gordon Murray and what it might take to enter the automotive industry. Is an integrated strategy the only way? What job would an Apple car be hired to do?
Horace discusses his latest work at the Christensen Institute and considers why the educational system works the way it does. Can large scale education be modularized? In the second half of the show, Anders and Horace discuss the rumors about the possibility that Apple might be working on a car.
Horace presents the next class in The Critical MBA. Having too much of a fundamental footing could be a disadvantage when evaluating what theory might apply to a given situation. Could this be why so many fail to understand Apple? In the second half of the show, Horace and Anders discuss Amazon as retail goes online.
In this special “live” version of The Critical Path, Horace gets the numbers just minutes before Apples January 27th, 2015 earnings call and dissects them live. The show picks up just after the call finishes with a quick recap and discussion of yet another record quarter.
Horace and Anders discuss the current uncertainty in the commodities markets and take a look at the logical segments of the adoption curve. Could the conventional wisdom between invention and product in the market be wrong?
Can we measure the time between inception of an idea and the disruption it later causes in the market? Startups are there to discover a job nobody sees yet but not all laboratory experiments make it to commercialization. Horace and Anders discuss the timing of disruption and look at Bitcoin as an example.
Moisés Chiullan returns to join Horace Dediu in a discussion of the film “The Interview”. Could the unique circumstances surrounding this film spur a renaissance in content creation in Hollywood?
I recall details of a recent Tesla Model S test drive while evaluating their innovation on jobs to be done, form factor, design, production methods and their business model.
(Also, other goings on with Uber, BMW and Porsche).