Horace’s idealism mitigates some but not all of Judd’s skepticism over realityOS. Also, displays, grocery stores and econometrics.
Horace considers Judd’s proposal for a new manufacturing base for Apple, then they discuss geopolitics, skepticism and the gradual introduction of the inevitable AR/VR holy grail.
Horace shares his concerns about the new management, guesstimates how long it will take Apple to reconfigure its supply chain and explores how solving the subproblem is just as difficult as the superproblem.
In the first of an ongoing series of short form audio essays from Horace, he shares his thoughts on what appears to be the end of advertising as the cheap fuel of the internet.
After guiding us through the boring stuff, Horace compares and contrasts Apple’s Q4 results with Alphabet and Meta’s fundamental issues, shares his thoughts on Apple’s entry into a flawed business, and sounds another alarm about the trouble on the horizon.
Horace touches briefly on Gartner vs IDC, shares why he thinks Apple’s rumored AR/VR offering will have more jobs to do than Meta’s recently announced Quest Pro, and dodges a question.
Horace on Ukraine’s antifragility, rejecting and appreciating asymmetry, betting too early, and choosing the right David.
Horace and Judd discuss Ukraine, Dickens, and corporate planning during a nuclear war.
Horace and Judd on what, at this point, might be motivating Tim Cook, and whether or not Putin is getting good advice.
Pay with Apple Pay, Google Pay or credit card.
Select your favorite podcast player to add your unique feed in just two taps.
Listen to exclusive episodes and enjoy your special benefits.
We will provide you with a unique podcast feed that you'll be able to add to your favorite podcast player. Adding this feed to your favorite podcast player only takes a couple of taps. We currently support Apple Podcasts, Spotify, Castro, Overcast, Podcast Addict, Pocket Casts, Podcast Republic, Downcast, RSSRadio, Podkicker, and more. Unfortunately we aren't able to support Stitcher, or any other podcast player that doesn't support importing private feeds.