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The Critical Path

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The Critical Path is a talk show contemplating the causality of success and failure in the evolving story of mobile computing and related industries. Using Apple as a lens to look at existing and emerging tech markets, we try to understand what it means to be great. Hosted by Horace Dediu, Anders Brownworth, and Judd Rubin.
266 Episodes
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266: Farewell

266: Farewell

2021-07-0806:36

Horace and Judd say goodbye and announce a new adventure. www.asymco.com
265: Helium

265: Helium

2021-06-0455:00

In this special episode, Horace is joined by Oliver Bruce and Amir Haleem, CEO of Helium.
264: Happy Place

264: Happy Place

2021-03-2159:23

Horace on buybacks, market cap vs GDP, and happiness.
Horace on HomePod, Apple Go and design freedom.
262: Hunt or Gather

262: Hunt or Gather

2021-02-2157:21

Horace on Wal-Mart, Apple Go and surfing the city.
261: Bespoke Battles

261: Bespoke Battles

2021-02-1401:02:13

Horace on facebook, Apple Go+ and chocolate chips.
260: Trounced

260: Trounced

2021-01-3101:06:49

Horace on Apple's biggest quarter ever, a hot war and subjective guarantees.
Horace on the Apple Car (?), canaries, and comic books.
Horace on Fitness+, AirPods Max and where Apple might be in 2023.
Horace on culture and what AAPL analysis should be focused on. Also, Stonehenge.
256: A New Geography

256: A New Geography

2020-11-2255:52

More thoughts on M1 and the next anti-climactic big bang from Horace.
255: M1

255: M1

2020-11-1401:03:24

Horace reacts to Apple's introduction of the M1 chip, takes some #CriticalQuestions, and shares some thoughts about Intel's path forward.
Horace gets ready for Apple's upcoming One More Thing event, takes a few #CriticalQuestions and ALMOST says a bad word.
Horace on Apple Q4, litmus tests, search and lasers on the moon.
252: The Network Persuasion

252: The Network Persuasion

2020-10-1801:03:27

Horace on iPhone 12, MagSafe, HomePod mini and 5G.
251: Going Horizontal

251: Going Horizontal

2020-09-2701:07:25

Horace on the iPod of exercise vs Fitness+, and Search.
250: Regular Eggs

250: Regular Eggs

2020-09-0201:11:14

Horace explores his AAPL share price trepidation while Judd pesters him about health.
249: A Sane Amount of Cash

249: A Sane Amount of Cash

2020-08-1601:29:01

Horace answers even more #CriticalQuestions about Apple's Q2 Earnings call, shares his thoughts on P/E and explains why it's better to not have 750 billion dollars.
248: Business as Usual

248: Business as Usual

2020-08-0201:05:05

Horace shares his thoughts on Apple's Q2 earnings call, takes some #CriticalQuestions and mutters, 'Oy Vey.'
247: Usually, You Say CPUs

247: Usually, You Say CPUs

2020-07-0101:08:51

Horace looks back on WWDC 2020 and shares his thoughts on Apple Silicon and the road ahead.
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