FORTUNE — At Fortune’s annual Brainstorm Tech conference in Aspen, Colo., two of the most influential Apple AAPL analysts — Asymco‘s Horace Dediu and Piper Jaffray’s Gene Munster — talked about the risks the company faces without Steve Jobs at the helm.

The moderator is Adam Lashinsky, author of (among other things) Inside Apple: How America’s Most Admired — and Secretive — Company Really Works.

Click here to view a 3:20 minute excerpt of their remarks.

UPDATE: The full 40-minute video is available here.