Horace and Dan look at Microsoft's Surface through disruption colored lenses. First, the ongoing evolution of the computing value chain and how it foretold us of Surface. Second, how the economics of Microsoft's businesses makes Surface compelling. We also begin a new segment tentatively called "Reader Questions". This time it's education: is it disruptable? If so how can we tell and where will it lead us?
What topics would you like to have me discuss on The Critical Path podcast? Put forward your questions as comments below. If you see a question already asked, vote for it by marking it up.
Having just returned from China, Horace gives his impressions which leads to a discussion about industrialization and innovation and how countries "mature" and what is Apple doing in China and the new relationship between Apple and strategic partnerships and the new stats from WWDC 2012 about developer revenues and how that differs from Android and the 400 million Android devices activated vs. 400 million iOS devices built, in China.
I extend a heartfelt thank you to all 831 backers of my first Kickstarter financed book project. Thanks to you not only will there be a way to refer to and cite the podcasts but, since the project reached 980% of its target, the project allows me to explore new means of publishing and content production.
Clay Christensen said that a disruptor should be patient for growth but hungry for profit. The Asymco experiment is continuing and is staying true to this principle.
The Critical Path: The First Year by Horace Dediu — Kickstarter.
Dan and Horace talk about the distinction between what Facebook is and what its value is perceived to be. We touch on both the opportunities and the challenges for social media and how these are reflected in the IPO. We note how and why Facebook integration in iOS might happen. Horace has a few words about China, WWDC, and the future of apps on TVs. It's all about context.
5by5 | The Critical Path #41: Contextual Inquiry.
This week, Horace follows up on his discussion of automobiles and road infrastructure by talking about how road networks were rebuilt in European countries to accommodate cycling. That leads to hints about the challenge of re-building energy infrastructure to support new power train technologies. We talk about RIM's post-trauma life expectancy. Finally He and Dan also analyze comments made by Tim Cook at the recent D10 conference about Apple TV and disruption of the entertainment industry.
via 5by5 | The Critical Path #40: Awaiting the Big Bang.
Show links:
Dan and Horace take a nostalgic trip through the automotive industry. Horace asks why should a 20 year old car (which he happens to own) be replaced? Why are cars built to be disposed of and why aren't they meaningfully improved based on new jobs to be done? In this episode we look at the auto industry as a proxy for other "network-based" industries which reach plateaus of innovation and can go no further. Plus, Horace challenges readers to guess what car he drives.
via 5by5 | The Critical Path #39: The Locus of Power.
Show notes:
(Answer to the quiz question here).
Horace and Dan wade into Android Economics expanding on the series of posts on Asymco. We also give an update on The Critical Path Kickstarter project.
via 5by5 | The Critical Path #38: Seeking Enlightenment.
One week into this project and the response has been phenomenal. We are at nearly 500% funded. There are 414 backers so far and the average pledge is nearly $34. This means that the vast majority of people (328 so far) opted for the $35 pledge. Many pledged even more than $35.
Perhaps it's only symbolic but the interest in the hard copy version was something I did not expect. It's gratifying that people would prefer to have a physical representation of the work. It also means that I have to think carefully about the production of a good quality paper book.
The abundance of support allows me to invest in design, editing and perhaps illustration as well as the text. I will also have to do a lot of signing.
Thanks again to all who have contributed. I'm completely humbled by the level of support and can only promise to keep doing that which has been so resolutely defended by you all.
via The Critical Path: The First Year by Horace Dediu » What I've learned so far — Kickstarter.
Horace and Dan talk about how the Critical Path (The First Year) ebook Kickstarter project began, and hint at an upcoming topic: how to analyze the Android market.
The Critical Path has been an exceptionally well received podcast. It has an audience of hundreds of thousands of thoughtful listeners. Many of the concepts covered can and should be reviewed in a medium that can be referenced and annotated and shared. For this reason I would like to publish edited transcripts of the podcasts as an eBook. This will be an edited and tagged transcript of the first year of The Critical Path.
via The Critical Path: The First Year by Horace Dediu — Kickstarter.
