A history of retail as a series of innovations in transportation. How to think about Amazon in a continuum of changing consumer behavior. The source of Amazon’s market power and its hypothetical disruption. What would Amazon do and not do to improve its business.
via 5by5 | The Critical Path #103: The Amazon Electric Car.
(Note: This recording took place a few days before Amazon announced the drone-based Prime Air prototype service.)
A history of Cinema as seen through disruptive lenses. How did the medium evolve from novelty to experimentation to establishment of a predominant business model to concentration of power, regulation and ultimate stagnation. How to measure “performance” of a medium via the median age of the audience and how that affects the advertiser’s calculus.
via 5by5 | The Critical Path #102: The Advertiser’s Dilemma.
I joined Benedict Evans and Ben Bajarin on their Cubed podcast to discuss innovation and cultures that breed innovation. We also discuss some updates on our thinking of the curious case of the android tablet ghosts toward the end.
The Meaning of Really Cheap Android
The Innovators Curse
Android as the Platform For Commodity Electronics
Harvard Business Review – How Pixar Fosters Collective Creativity (subscription required)
via Cubed Episode 010: The Process of Innovation | Cubed Podcast.
The fascination with highly visible but largely unknown business models continues. How do infomercials work? What is the value of fashion? How can you make money when no creative idea can be protected? Why is Apple building a sapphire manufacturing facility? It’s all part of a pattern.
via 5by5 | The Critical Path #101: The Genie is Out.
The closing of one and the onset of another era. In this hundredth episode of The Critical Path we look back to some of the big questions we asked and ask them again with hindsight and foresight. They are:
- What happens to entertainment in the era of pervasive connectivity and computing?
- What happens to privacy when citizenship requires divulging all your secrets to commercial entities?
- What happens to the structure of computing when diffusions of innovations are instantly global?
via 5by5 | The Critical Path #100: Fin du siècle.
Episode #62 – Rocket Science | 350 Third.
Horace Dediu joins us for a discussion about the history of the space industry and its more recent commercial direction. We touch on the history of governmental and private investments in space as well as possible asymmetric strategies for the future including a railgun and the ever elusive space elevator. Does the commercial exploitation of space fit within a timescale business is able to accept?
In the wake of Apple’s final announcement event of the year, Horace and Moisés discuss the cost of free software, the unification of file formats, and the cost/benefit of interoperability.
via 5by5 | The Critical Path #99: Grand Unified Theory.
Horace and Moisés look beyond Apple’s rumored “watch” project to contemplate the real reasoning behind recent executive acquisitions from the world of high fashion (and what it signals). Is Apple now driving “lifestyle” more forcefully than ever? We examine redefinition, from public face to product, and Mac Pro to (possibly) iPod nano.
via 5by5 | The Critical Path #98: Kicking and Streaming.
Horace discusses AirShow NYC and his appearance on Bloomberg Surveillance, plus opening weekend sales of 9 million iPhone 5s/c units. We look ahead to what else Apple may have in store through sustaining and disruptive innovation.
via 5by5 | The Critical Path #97: Squealing in Delight.
Product, Promotion, Price, Positioning and Placement: The iPhone at seven. The 5C as a new product and the prospect for price reduction. The positioning of the 5S and the potential for the M series and Touch ID.
via 5by5 | The Critical Path #96: P is for Personal.