5by5 | The Critical Path #10: The Means of Production

Dan and Horace talk about Apple’s quarter with an eye toward the operational commitments being made. We cover the cost of store openings, data center purchases and machinery used in manufacturing iOS devices. By tracking capital expenses we can get a clue about where Apple wants to go.

This episode is sponsored by Sourcebits, Handelabra Studio, and Shopify.

via 5by5 | The Critical Path #10: The Means of Production.

5by5 | The Critical Path #9: Getting To Know You

Dan and Horace talk about some of the more profound implications of “intelligent assistance” in personal devices both in terms of business models and in terms of industry dynamics. Getting assistance is an implied bargain we all make as internet citizens but what do we pay for that assistance?

via 5by5 | The Critical Path #9: Getting To Know You.

This got a bit deep.

Let's talk 'Let's talk iPhone' on 5by5.tv

Thirty minutes after the end of the ‘Let’s talk iPhone’ event, 5by5.tv will be hosting a set of commentators[1] giving initial impressions of announcements.

“Tune-in” at http://5by5.tv/live

I’ll update this post with a link for the download once available.

[UPDATE]

Dan Benjamin talks about Apple’s “Let’s Talk iPhone” event with Dan Moren, Marco Arment, John Siracusa, John Gruber, Horace Dediu, Arnold Kim, and Christina Warren. Topics include the iPhone 4S hardware and form factor, the iOS update, the “geek letdown”, Siri, iPods, pricing, release dates, AppleCare, carriers, serious stats, iCloud and iTunes Match, the non-geek response, and more.

Download the episode here.

  1.  @marcoarment @asymco @arnoldkim @dmoren (@gruber & @jsnell if avail)

5by5 | The Critical Path #7: Genericized Trademarks

5by5 | The Critical Path #7: Genericized Trademarks.

Episode #7 • September 21, 2011 at 12:00pm

Horace and Dan look at brand theory and decide it should not be left to the experts. Also, we ask what jobs products are hired to do and tie that to the meaning imparted in the brand and visual imagery associated with it.

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.