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Dan and Horace talk about some of the more profound implications of "intelligent assistance" in personal devices both in terms of business models and in terms of industry dynamics. Getting assistance is an implied bargain we all make as interne
Dan and Horace talk about some of the more profound implications of "intelligent assistance" in personal devices both in terms of business models and in terms of industry dynamics. Getting assistance is an implied bargain we all make as interne
Horace and Dan talk about why CEOs are paid so much and what analysis has come to mean in equities research and the value of cross-pollination between the camps that form around technology companies.
Horace and Dan talk about why CEOs are paid so much and what analysis has come to mean in equities research and the value of cross-pollination between the camps that form around technology companies.
Horace and Dan look at brand theory and decide it should not be left to the experts. Also, we ask what jobs products are hired to do and tie that to the meaning imparted in the brand and visual imagery associated with it.
Horace and Dan look at brand theory and decide it should not be left to the experts. Also, we ask what jobs products are hired to do and tie that to the meaning imparted in the brand and visual imagery associated with it.
Horace and Dan tackle corporate valuation and hypothesize whether amateur bloggers know more about Apple than professional analysts. We also look at the ancient economic history of Windows and how that still shapes it today.
Horace and Dan tackle corporate valuation and hypothesize whether amateur bloggers know more about Apple than professional analysts. We also look at the ancient economic history of Windows and how that still shapes it today.
Horace and Ryan discuss HP's departure from the PC business, the end of the TouchPad, buying your way into innovation and what it takes to compete and survive in the Post PC era.
Horace and Ryan discuss HP's departure from the PC business, the end of the TouchPad, buying your way into innovation and what it takes to compete and survive in the Post PC era.
Sitting in for Dan while he is on paternity leave, Ryan Irelan speaks with Horace Dediu about Google's planned acquisition of Motorola Mobility and the potential ramifications for competitors.
Sitting in for Dan while he is on paternity leave, Ryan Irelan speaks with Horace Dediu about Google's planned acquisition of Motorola Mobility and the potential ramifications for competitors.
Horace Dediu and Dan Benjamin discuss the power of cash to control supply chains in the post-PC era and how Apple is challenging conventional wisdom about its value to shareholders.
Horace Dediu and Dan Benjamin discuss the power of cash to control supply chains in the post-PC era and how Apple is challenging conventional wisdom about its value to shareholders.
Horace Dediu and Dan Benjamin discuss how smartphone pioneers Nokia and RIM falter while the market is booming.
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