07: Dan Rayburn on Apple's original TV content

A distinguished philosopher and political scientist (Yale, Harvard, MIT, Stanford, Apple) Cohen gives extraordinary lectures for executives and engineers on three topics: New York's Central Park, the discovery of the Higgs boson and Glenn Gould's recordings of the Goldberg Variations. You've already learned more than I knew before this interview about Apple University. To outsiders it is a mysterious black hole that sucks up the best and brightest from academia never to be seen again. Not so, says Cohen, who takes us inside. 

What is Reese Witherspoon making for Apple, and how will it fit into the post-Cable TV world? According to Dan Rayburn, principal analyst at Front & Sullivan, it won't be a Netflix-like series, and it won't be used to sell hardware. I learned a lot in this impromptu 10 minute Q&A .

"Over 2,000 bylines, each one thoroughly reported, crisply rendered, and gloriously drenched with quiet authority."

Apple's semiconductor engineers are the envy of the industry.

Clayton ("Innovator's Dilemma") Christensen famously predicted that the iPhone would fail. Where did his theory of disruptive innovation fall short? Horace Dediu, now a senior fellow at the Christensen's institute, is working on the answer, using Apple as the exception that proves a broader, more encompassing rule. 

In his first broadcast interview since he joined the other side -- as co-founder of a Minneapolis-based VC fund called Loup Ventures -- the media's favorite Apple analyst reveals, among other things, where he got the cockamamie idea that Apple would sell a TV set by 2011, 2012,… 2016.