177: Moving Parts

Horace discusses Apple's investment in Didi. Can R&D expenditures tell us anything about future performance? Horace and Anders take listener questions and the discussion devolves into health and dental benefits for henchmen in an evil lair.

Om Podcasten

The Critical Path is a talk show contemplating the causality of success and failure in the evolving story of mobile computing and related industries. Using Apple as a lens to look at existing and emerging tech markets, we try to understand what it means to be great. Hosted by Horace Dediu, Anders Brownworth, and Judd Rubin.