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?
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.
(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.
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.
Harvard Business Review – How Pixar Fosters Collective Creativity (subscription required)
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.
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?
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?