This week Myke is joined by Horace Dediu. They discuss his work at Nokia and how that lead to starting his blog, Asymco. They also talk about the role and work of an analyst, his presentation series – Airshow – and graphs, naturally.
Horace and Moisés talk about Amazons acquisition of ComiXology, digging into the very “local” nature of book publishing in general and the extreme regional differences in content popularity and delivery.
We talk about the major triumphs and minor failures of the Veronica Mars campaign on Kickstarter and kick off a series on The Capitalist’s Dilemma.
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?