Horace talks about Microsofts reorganization from Divisional to Functional, and the implications on their Windows and Mobile OS roadmaps. In doing so, he and Moisés touch briefly on the subject of last episode, Scott Forstalls ouster from Apple.
Horace expands on last episode’s discussion of organizational structure, as well as his recent appearance on Screen Time with Guy English. We begin speculation on the job iWatch would be hired to do, and preview the relaunch of High Density.
Horace Dediu and Guy English join Moisés to look at the rallying forces in the arms race for content. Does Apple have too well-entrenched a lead? How will their gaming strategy compete with traditional consoles? How and why would they make a TV set?
Horace reflects on his analysis of iTunes purchase data, details the just-announced AirShow in Chicago, and touches on fascinating “heat maps” of mobile platform use. We close our week of three shows by talking about “deep focus” and Citizen Kane.
In the second part of our WWDC wrapup, we delve into the large-scale shift represented by iOS 7. Siri guides us on the journey from navigation to consumption in our latest AsymCar segment, and Horace examines what iWork for iCloud means.
In the first part of a post-WWDC “doubleheader”, we look back at AirShow and begin our dive into the keynote, with regard to Apples hardcore product Mac Pro, Mavericks, iTunes Radio, and examining discovery versus playback.
Questions for Tim Cook; a brief look at the grammar of the organization; Xbox One vs. the Spruce Goose and how to avoid knowing too much.
An update on Airshow, the state of Apple retail, and beginning dialogue on the open question of what is Google’s greatest weakness
A new theory of device-enabled presentations; the iTunes ARPU average revenue per user and its putative erosion; a definition of smart devices, the cycles of computing as a continuum.
Horace proposes a classification of analysts and their motives and how to think about the value of commentary. We delve into how Apple executives obtain and preserve authority and talk about the disruptive impact of Nintendo. Also a hint about a new Perspective presentation before WWDC.