I will be presenting my latest analysis of Apple at the Sustain event in San Francisco on Thursday Sept 8th, the day after Apple’s keynote, along with Ben Bajarin, Carolina Milanesi who will alsob equipped with their latest market insights.
There is a time to disrupt and there is a time to sustain.
Sustain event is about understanding Apple’s levers of control to sustain the iPhone as it moves into direct competition with Android. We will also examine positions of top five technology brands: Apple, Amazon, Facebook, Google, and Microsoft.
Learn more about the event at Airshow.io. Given he short notice, we are keeping this event on the small side so reserve your seat soon.
Horace and Henri go for a drive.
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Source: The Critical Path #186
Horace gives an update on his EVW electric car project, listener-contributed battery technology information and listener questions in this extended episode.
Source: The Critical Path #185
Horace and Farshad discuss Apple’s recent milestone of one billion iPhones shipped. They also answer a slew of #CriticalQuestions.
Source: The Critical Path #183
Horace and Anders discuss the numbers from WWDC, what didn’t come from WWDC. And cars!
Source: The Critical Path #180
Apple is among the biggest companies in the world. But what has it done for us lately? We break down where the company is headed with help from two of the best Apple analysts in the game — Horace Dediu and Neil Cybart. How does Apple compete going forward? Will they introduce a car? Or are they doomed to a slow decline?
Source: Listen to Is the shine off (the) Apple? – Omny personal radio
Horace and special co-host Farshad Nayeri discuss Log Log Scale, the iPhone SE and Artificial Intelligence.
Source: The Critical Path #178
Horace talks about developments in Disruption theory. A fairly long and deep discourse on the state-of-the-art in innovation theory development.
Source: The Critical Path #176
Sam Abuelsamid reflects on the origins of BMW’s i program, today’s economics and the application of lessons learned.
We veer into supply chain details and consider the path that the legacy automakers have chosen.
The show closes with a discussion of Apple’s entry assets, supply chain power and business model evolution.
Source: Asymcar #33