We talk about CarPlay, MWC2014, Microsoft and Nokia, “Tim Cook’s outburst”, per-user value, and re-evaluating how we analyze companies in tech.
We examine Facebooks acquisition of Whatsapp: What’s being acquired? Resources, processes or values? We also begin a look at The Capitalists Dilemma.
Horace Dediu and Guy English discuss the future of TV, how we consume media, and the fate of console-style devices. From Apple to Nintendo and beyond, is there one box to rule them all, or can there be?
Interview segment: Cinematographer Barry Braverman talks about working with director Wes Anderson (uncut version to be posted as Screen Time #54)
- Apple TV Gains its Own Shopping Category | AppleInsider
- Horace wrote one of my favorite Asymco articles in 2011 that applies here: Hiding in Plain Sight
- AirPlay Configuration Files Hint at Next-Gen Apple TV Hardware |AppleInsider
- Mobile Gamers Aren’t Playing NIntendo-Style Games | ConsulGamer
- Barry Braverman’s website, and his IMDb credits.
- Bicycle Thieves, aka The Bicycle Thief aka Ladri di bicciclette | Wikipedia
- Bottle Rocket (and Murita Cycles) | The Criterion Collection
- Umberto D (click through for restored trailer) | The Criterion Collection
Horace and Moisés discuss the excitement surrounding Microsoft’s hire of new CEO/poet Satya Nadella, Apple’s recent numbers announcement, and yet more on Google (and their sale of Motorola to Lenovo).
I go on and on about Google.
Horace builds on his discussion of Google from the previous episode in light of the Nest acquisition news. We also look at the relatively unreported news regarding China lifting its 13-year ban on game consoles and the variables it introduces to a “big niche” industry.
With new ChromeOS and Chromebook data, Horace returns us to the topic of Google. How do they define and view their customers, products, and businesses? Who actually serves whom? What user data is collected, how is it used, and why?
I join Moisés to discuss 4K, 8K, and the future of the displays we use to consume our content. Will presentation quality ever be “king” again, or is cheap, short, indexable content the new ideal? We dive a bit more into YouTube, my favorite TV disruptor.
This the the first of hopefully a series of talks on Bitcoin. The hope is to assess it as a disruption but first we need to understand the differences between a store of wealth, a currency and money. Then we need to understand what jobs each of these is hired to do and whether Bitcoin is better or worse than the incumbents and whether it has “headroom” to get better in those cases where it’s not good enough.
Horace unpacks the rumored, denied, and seemingly inevitable arrival of iPhone on China Mobile. Reflecting on smartphone adoption in the US, where does the unconventional logic take us from here?