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The Critical Path #113: Takt Time

We talk about CarPlay, MWC2014, Microsoft and Nokia, “Tim Cook’s outburst”, per-user value, and re-evaluating how we analyze companies in tech.

via 5by5 | The Critical Path #113: Takt Time.

The Critical Path #112: Business Model Diversification

We examine Facebooks acquisition of Whatsapp: What’s being acquired? Resources, processes or values? We also begin a look at The Capitalists Dilemma.

via 5by5 | The Critical Path #112: Business Model Diversification.

Electric Shadow 1: Bicycle for the Mind

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)

via 1: Bicycle for the Mind.

The Critical Path #111: Man of Arts and Letters and Science

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).

via 5by5 | The Critical Path #111: Man of Arts and Letters and Science.

The Critical Path #110: The Profit Algorithm

I go on and on about Google.

via 5by5 | The Critical Path #110: The Profit Algorithm.

The Critical Path #109: Google Ventures

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.

via 5by5 | The Critical Path #109: Google Ventures.

The Critical Path #108: Chief Magical Officer

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?

via 5by5 | The Critical Path #108: Chief Magical Officer.

Screen Time #49: The Next Stage

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.

via 5by5 | Screen Time #49: The Next Stage.

The Critical Path #106: Can Bitcoin Be Money?

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.

via 5by5 | The Critical Path #106: Can Bitcoin Be Money?.

The Critical Path #105: Subsidize This

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?

via 5by5 | The Critical Path #105: Subsidize This.