This episode is recorded on the day after Apple’s second quarter earnings release. We go through all the income statement updates and discuss what went wrong (almost everything) and what went right (precious little). We use statements by management about India to answer the question of where the emerging market potential is for iPhone. Putting aside some of the missed opportunities or bad timings, the quarter is reviewed as less than the stellar performance we’ve become accustomed to but not bad all things considered.
Tagged with “android”
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5by5 | The Critical Path #47: Impatient for Growth
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5by5 | The Critical Path #44: White Knights and White Nights
Dan and Horace reflect on the Osbourne effect of Windows Phone 8 on Nokia and how to value a company in distress. In particular, we talk about the potential of a Microsoft acquisition and the conditions needed to make it happen. Horace takes two reader questions: How did Samsung succeed while other vendors failed with Android and what are the pitfalls that could cause Apple to stumble.
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5by5 | The Critical Path #37: Pathfinder I
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.
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5by5 | The Critical Path #36: An Interview with Clayton Christensen
Horace interviews his teacher Clay Christensen to discuss his new book, How Will You Measure Your Life. We discuss some of the concepts of learning, jobs to be done and approaches to self-disruption. We also cover what Clay is working on next in his writing and research. Lastly, we talk about what Apple should worry about in its disruptive journey.
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5by5 | Build and Analyze #24: PHP’s Not A “Bad Language”
Dan and Marco discuss "good" and "bad" programming languages (related to Hypercritical’s episode #15), code-writing styles, intellectual-property infringement, and third-party RAM in Macs.
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5by5 | The Critical Path #34: Climax and Anti-climax
Horace and Dan talk about the recently ended Asymconf 1.0 focusing on the risks taken and rewards obtained. We cover the concept, technical implementation, dynamics and where the show will go from here. Horace describes the fascinating "lost tapes" of Steve Jobs and Nokia’s latest anticlimactic results.
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5by5 | The Critical Path #30: Jetlag
The thirtieth Critical Path is an extended edition covering a broad sweep of topics: The new iPad and the value of filling the gaps, trip report on the Apple Investor Summit, Conversations with a TV show writer, Tim Cook’s attack on the cash mountain and an update on Asymconf. Horace also talks about his cure for jet lag.
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5BY5 | The Critical Path #27: Supernova
iPads and what we’ll hire them to do for us. We talk about how measurements of the market show an unprecedented growth in mobile computing and how that leads to a new context for computing along axes of non-consumption. That could mean that the devices will become powerful enough to allow most people to be creative and reach self-realization.
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5by5 | The Critical Path #25: Only the freshest Mountain Dew
We take a look at Mountain Lion as evidence that Apple is cross-pollinating its product lines. We look at the Apple stores as a service brand and Horace tips his hand ever so slightly about Asymconf.
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5by5 | The Critical Path #23: Auteur Theory
Horace talks to Prof. Bill Torgerson from St. John’s University about the writing process and how it survives and/or thrives as a commercial enterprise. We touch on writing for movies and compare the collaborative process of “content creation” vs. the “single voice” of an author. If you make software you really should pay attention to how art is made. And vice versa.
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