This week we cover a bit of Facebook Home, a bit of YouTuber economics, the best analogy ever heard for Google's business model, and we kick off Auto industry analysis with the "Five Whys"-the paradoxical questions that nobody seems to be asking about cars.
via 5by5 | The Critical Path #79: Make It Rain.
This was a good one.
Youtubers, BlackBerries and what Facebook is planning with their "Home on Android". Horace and Moisés discuss how co-branding, strategy, and secret deals intertwine, with illustrations from Intel, Sony-Ericsson, and Acura
The more we deconstruct and take apart iTunes, the more we come to respect how is cannot exist independent of the system it's a part of. Its scope and scale and its history and future all indicate that there is more to it than just a store and that it might be a platform in its own right. We get into some more details about all these details and talk about where it came from and where we think it will end up.
Beginning with the data on activations, we traverse the strategic implications of a shift in Android governance and management. Along the way we also cover Samsung's marketing strategy, budget, and the Galaxy S 4 launch.
5by5 | The Critical Path #75: Bigger Than US Steel.
New data allows us to estimate the components of iTunes with more precision. The entire business is now transacting over $17 billion a year. We take a look at how this insight can be gained and what it means for the future of commercial media.
On the disruption of console video games and the signals sent by Google with their very own Chromebook.
A review of the Apple Store international roll-out process; a preview of an analysis of Apple's innovation culture as described by Tim Cook; a reflection on the sustainability of growth: personal, institutional and societal.
via 5by5 | The Critical Path #73: The Best Single Invention of Life.
We take on the future of TV again, given the developments and experiments hitting the news. Hanging in the air like a big matzah ball is the question of a catalyst to bring long form video to the age of software. Not just digital production and distribution but an integration of software into the product itself. We get there via a quick recap of Asymconf California.
via 5by5 | The Critical Path #72: Bingewatch.
Show Notes & Links
On assessing demand from "supplier checks"; measuring headroom and the race to a billion users; the disruption of computing becoming accepted by PC industry.
Over-serving TVs, bizarre keynotes, iPhone "mini", cracking the China code, the T-Mobile iPhone and the iPhone operator deal structure.
via 5by5 | The Critical Path #70: Harvesting Talent.
This was a good show. It also ran longer than usual.
A discussion on a forthcoming blog post titled "The Last Feature Phone". Also why stock markets are intractable: the problem with understanding the motivation of buyers and sellers of equities, especially those who act on behalf of others as fund managers. Finally, a review of what's on Horace's to-do list for 2013 and a hint at the new 5by5 show High Density, the first episode which is linked in the show notes.
via 5by5 | The Critical Path #69: The Concentration of Power.