Horace and his new regular co-host Moisés Chiullan (5by5's Screen Time) discuss composing presentations on an iPad while on the road and, at long last, the completion of the Critical Path book. They also examine Apple's honing technique in design, and how it contributes to forging products that are as uniquely experiential as the traditional samurai sword.

What job is there for the iPad mini to do? How do we stay focused on fundamentals when it comes to analyzing Apple's stock price? What will it take to get Horace to use App.Net again?