Bonjour,
Chaque semaine, je partage quelques articles que jâai trouvĂ©s particuliĂšrement enrichissants. JâespĂšre quâils vous aideront autant quâils mâont aidĂ©.
Certains articles sont en français, la plupart sont en anglais (je copie certaines citations en anglais). Ils ne sont pas tous récents et vont au rythme de mes lectures.
Si vous aimez, vous pouvez vous inscrire, partager (par email ou le blogpost) ou encore me suivre sur Twitter.
Bonne lecture !
đ±Monde des technologies
đZoom est passĂ© de 10m Ă 200m dâutilisateurs quotidiens en quelques semaines et est maintenant sous tous les radars (The Verge, The Stratechery) :
La sécurité est remise en cause par de trÚs nombreuses sources
Les pires cĂŽtĂ©es du web se sont emparĂ©s de Zoom avec du âZoom bombingâ : arriver sur un call, et montrer des choses obscĂšnes
Des articles sortent sur lâutilisateur du Facebook log-in et la rĂ©ponse initiale de Zoom a Ă©tĂ© catastrophique pour une boĂźte âenterpriseâ (âon ne savait pasâ)
La deuxiÚme réponse du CEO sur le blog est bien meilleure : 90 jours concentrés seulement sur sécurité et privacy (Zoom Blog)
Lâexemple de Zoom est aussi excellent dans le monde des start-ups, on peut innover et gagner dans des secteurs oĂč les gĂ©ants sont dĂ©jĂ : âce produit existe dĂ©jĂ , Google le fait dĂ©jĂ , âŠâ
đȘ DĂ©veloppement personnel
đSur lâimportance et la difficultĂ© de faire des prĂ©visions non-consensuelles (Howard Marks) :
Potentially-profitable non-consensus forecasts are very hard to believe and act on for the simple reason that they are so far from conventional wisdom. If a forecast was totally logical and easily accepted, then it would be the consensus forecast (and its profit potential would be much less).
In poker, âscared money never winsâ. In investing, itâs hard to hold fast to an improbable, non-consensus forecast and do the right thing...especially if the clock is telling you the forecast is off base. As I was told years ago, âbeing too far ahead of your time is indistinguishable from being wrong.â
đĂtre sceptique et les crises (ce quâon a appris en 2008) (Howard Marks) :
During the crisis, lots of bad things seemed possible, but that didnât mean they were going to happen. In times of crisis, people fail to make that distinction. Since we never know much about what the future holds â and in a crisis, with careening causes and consequences, certainly less than ever â we must decide which side of the debate is more likely to be profitable (or less likely to be wrong).
Two or three years ago, the world was so different as to be almost beyond remembering. It was ruled by greed, optimism, and credulity. In short, it was the opposite of the last few weeks: no story was too positive to be believed.
Boy, what a good time that was for a dose of skepticism! What benefits it could have provided (in terms of losses avoided). But when conventional wisdom is rosy, few can stand against it. People who do so too early look woefully wrong and are swept aside. That discourages others from trying the same thing, even as the cycle swings further to the positive extreme.
Iâd define skepticism as not believing what youâre told or what âeveryoneâ considers true.(...) If you believe the story everyone else believes, youâll do what they do. Usually youâll buy at high prices and sell at lows. Youâll fall for tales of the âsilver bulletâ capable of delivering high returns without risk. Youâll buy whatâs been doing well and sell whatâs been doing poorly. And youâll suffer losses in crashes and miss out when things recover from bottoms. In other words, youâll be a conformist, not a maverick (an overused word these days); a follower, not a contrarian.
Skepticism and pessimism arenât synonymous. Skepticism calls for pessimism when optimism is excessive. But it also calls for optimism when pessimism is excessive.
The key â as usual â was to become skeptical of what âeveryoneâ was saying and doing. The negative story may have looked compelling, but itâs the positive story â which few believed â that held, and still holds, the greater potential for profit.
đComment envoyer des emails dans cette pĂ©riode difficile (Wired) :
âEmails now be like: I hope you are staying safe, sheltered in place, stocked with toilet paper, and healthy during these absolutely unprecedented, wild, chaotic, terrifying times. Just wanted to follow upââ tweeted a Yale law student, in a tweet that has more than 200,000 likes.
The biggest piece of advice he offers for sending meaningful emails is to send fewer of them. After that, try to avoid clichĂ©d phrases that make emails so âdrab and boilerplate.â And finally, write thoughtfully.
đ RĂ©flexions
đLâordre du monde qui change et comment Ă©tudier le passĂ© en profondeur nous aide Ă mieux comprendre le prĂ©sent (Ray Dalio). A lire en dĂ©tail, et ici quelques citations :
My biggest mistakes in my career came from missing big market moves that hadnât happened in my lifetime but had happened many times before.
I could learn the timeless and universal mechanics underlying them and develop timeless and universal principles for dealing with them well.
Most thingsâe.g., prosperous periods, depressions, wars, revolutions, bull markets, bear markets, etc.âhappen repeatedly through time. They come about for basically the same reasons, typically in cycles, and often in cycles that are as long or longer than our lifetimes.
The country that gets to print the worldâs primary currency (now the US) is in a very privileged and powerful position, and debt that is denominated in the worldâs reserve currency (i.e., US dollar-denominated debt) is the most fundamental building block for the worldâs capital markets and the worldâs economies.
How will people and policy makers be with each other when the next economic downturn arrives?
đ„ SantĂ©
đLes entrepreneurs, les entreprises (dont Alan) partout dans le monde se battent pour lutter contre Covid19. Câest beau Ă voir. (CNBC)
đ11 sous-traitants choisis dans un temps record pour aider la NHS Ă gĂ©rer la tĂ©lĂ©-consultation (Digital Health) dont notre partenaire Livi
đ Les publications dâAlan et sur Alan
đJâĂ©tais cette semaine lâinvitĂ© de The 20 Minute VC (lien vers le Podcast et vers Apple Podcast). Lâoccasion de revenir sur lâhistoire dâAlan, notre culture, comment on gĂšre le remote, la maniĂšre dont on recrute, lâimportance de lâonboarding,...
đNotre programme âCoup de Pouceâ a Ă©tĂ© sĂ©lectionnĂ© par France TĂ©lĂ©vision, dans le cadre de #comSolidaire. Alan est donc de retour sur le petit Ă©cran !