Join Horace Dediu and Judd Rubin as they strive to ask the right questions on the purpose of the firm, priorities in a time of plenty and what it means to be great.
AAPL Q1 2025, BoatPlay, and a trip to the oasis that was the Spatial Computing Health Care Summit.
A Moving Target
Jan 28
59m
Horace and Judd are joined by Josef Mouris and Marc-Henry de Jong, the founders of Electron, to discuss their plans to disrupt private air travel.
Infrastructure
Jan 14
1h 1m
Horace on an investment strategy to die for, CES 1995, and flat tires.
2024 Year in Review, Part Two
Dec 30
57m
Horace and Judd look back on 2024. Part Two topics include: AAPL on the move, the shoebox example, the giant failure, and whether or not Horace would work for a dollar a day.
2024 Year in Review, Part One
Dec 29
55m
Horace and Judd look back on 2024. Part One topics include: the question of what is disruptive, whether cryptocurrency is digital gold or digital diamonds, alcohol and caffeine, and procreation.
A Bigger Clock
Nov 30
57m
Horace shows us what's on his personal 7K monitor, starting with the Google antitrust absurdity and the phenomenal life of being a beta tester.
Cold Water
Oct 29
1h 2m
Horace digs in to nukes, and shares a hint of skepticism regarding the recent Tesla event.
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