iPhone 15

Horace on Apple's iPhone and Watch party, what he shrugs his shoulders at, and the prediction he can’t make.

The Way to Analyze Vision Pro

A new galaxy of ersatz experiences starts to take shape as Horace pulls on the Services thread as way to analyze Vision Pro.

Squinting Practice

Horace follows up on his latest Dispatch to discuss creating beautiful graphs and avoiding schemes. Also, wear sunscreen.

Spatial is the Qualifier

Horace contemplates Apple's Q2 earnings report, touching on the European nation of India, subsiding stress and finding something to feel doomed about.

The Canvas

Orcas, Vision Pro and a delayed apology for not talking more about Vine.

Dispatch 10: Spatial Computing

Horace reaches out from parts unknown to share his experience using Vision Pro, what he thinks it will be best at, and to share a warning about potential animal attacks.

Vision Pro

A very giddy Horace is joined by our favorite ophthalmologist, Dr. Tommy Korn, at WWDC to dig into the Vision Pro, discuss how it will tee up the next great innovation in computing, and what it is really designed to do.

A Seven

Horace on the recent AAPL earnings call, navigating a very perverse thing and his excitement for lowered expectations.

Another Halo

Horace shares his views on Apple's arrival in India and, in regards to another company, attempts to find a nicer way of saying 'grossly incompetent.'

A Non Business Led Logic

Horace and Judd discuss Apple’s potential foray into theatrical film distribution and whether developing a unique consumption logic for premium content is something they want to do or something they have to do.

Even With All of the Skiing

Horace and Judd engage in some goggle talk, discuss how Apple TV+ can stand out, and consider whether your bookshelf will follow you into the bathroom.

How Long Does it Take?

In a follow up to the most recent Asymetric Dispatch, Horace and Judd discuss how to measure the speed of diffusion, the role of enablers and whether or not AI is a product or a feature.

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