Playing With It

Horace’s idealism mitigates some but not all of Judd’s skepticism over realityOS. Also, displays, grocery stores and econometrics.

Happy Old Year!

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.

Incompatible

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.

Dispatch 1 - The Lubricant Not the Engine

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.

Directionally Correct

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.

A Plan to Learn

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.

Gradually, Then Suddenly

Horace on Ukraine’s antifragility, rejecting and appreciating asymmetry, betting too early, and choosing the right David.

Slava Ukraini

Horace and Judd discuss Ukraine, Dickens, and corporate planning during a nuclear war.

Astronomists Wanted

Horace and Judd on what, at this point, might be motivating Tim Cook, and whether or not Putin is getting good advice.

The Thing That You Wrap Disruption Around, with...

Balaji Srinivasan