💡JCNews #22
Les plateformes dans un monde d’agrégateur.
Chaque semaine, je partage quelques articles que j’ai trouvés particulièrement enrichissants. J’espère qu’ils vous aideront autant qu’ils m’ont aidé.
Cette semaine, Steve Jobs et le focus, arrêtons de croire aux prophètes, et Shopify et Facebook Shops dans un monde d’aggrégateurs.
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.
Bonne lecture !
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📱Monde des technologies
👉 Les plateformes dans un monde d’agrégateur, le cas de Shopify et de Facebook Shops (The Stratechery) :
Shopify’s original business model is labeled “Subscription Solutions”; merchants pay a subscription fee to use the Shopify platform — the price ranges from $29 to $299 per month — and can use the payment provider of their choice. When Shopify IPO’d Subscription Solutions was 60% of their $67 million in quarterly revenue.
Over the last five years, though, “Merchant Solutions” — which are a percentage of transactions, usually from using Shopify Payments — has been the primary growth driver. Last quarter it was Merchant Solutions that was 60% of Shopify’s $470 million in quarterly revenue.
Privacy is a good thing, but so is entrepreneurship and competition; maximizing one without any consideration of the others leads to unintended outcomes.
Third, this is a service no one else is going to build. Yes, it is very difficult to build fulfillment centers and develop robots and employ lots of workers, but within that difficulty is an escape from competition, i.e. a far more reliable way to make sustainable profits in the long run.
👉 Le prix d’Amazon Prime va potentiellement être augmenté (The Information’s newsletter):
When asked by a shareholder whether Prime, at $119 a year, was getting too expensive, CEO Jeff Bezos answered: “No. Not even close.” Bezos said that charging less for Prime than its value to customers is part of the company’s strategy.
Its current price works out to just under $10 a month. Aside from the no-cost shipping for orders, Prime also includes a streaming service. As rivals such as Disney Plus and Netflix cost anywhere from $7 to $16 a month, you could argue the current price for Prime is justified simply by the video service.
👉 Le feuilleton Twitter et Trump et l’impact sur les réseaux sociaux (Stratechery) :
Twitter on Tuesday for the first time applied a fact-checking notice to a tweet from President Trump, hours after the social-media company denied a widower’s request to delete the president’s posts circulating conspiracy theories about his wife’s death.
Mr. Trump on Tuesday accused the company of stifling free speech and vowed to take action. The executive order would mark the Trump administration’s most aggressive effort to take action against social-media companies, which the president has threatened to do for years. The order would also likely be challenged in court, experts said.
🏯Construire une entreprise
👉 Steve Jobs sur le focus et une excellente réponse à une question (video à voir ici, source: The Stratechery) :
We had to decide what fundamental direction we were going in, and what makes sense and what doesn’t, and there were a bunch of things that didn’t… You think about focusing, focusing is about saying “No. You’ve got to say “No”, “No”, “No”, “No”, “No”, and when you say “No” you piss off people… (...)
I’m sure that there are some things OpenDoc does — probably even more than I’m not familiar with — that nothing else out there does. I’m sure that you can make some demos, maybe a small commercial app, that demonstrates those things. The hardest thing is how does that fit into a cohesive larger vision that’s going to allow you to sell eight billion dollars or ten billion dollars of product a year?
One of the things I’ve always found is that you’ve got to start with the customer experience and work backwards to the technology. You can’t start with the technology and try to figure out where you’re going to try to sell it. I’ve made this mistake probably more than anybody else in this room and I’ve got the scar tissue to prove it and I know that it’s the case. As we have tried to come up with a strategy and a vision for Apple, it started with what incredible benefits can we give to the customer? Where can we take the customer? Not starting with, “Let’s sit down with the engineers and figure out what awesome technology we have and then how are we going to market that”, and I think that’s the right path to take.
👉 GitLab : une entreprise complètement remote et sa culture(Sifted) : To alleviate that we said let’s be super transparent about what the company does so that will create more understanding in the community and then if we’re off somewhere there’s an early warning system
👉 Personne ne sait ce qu’il va arriver. Arrêtons de croire aux prophètes (Howard Marks) :
No one knows what’s going to happen
Our ability to influence the future through the decisions we make The futility of forecasting
We must make decisions regarding the future without knowing it
All of us - and many other influences - are constantly creating the future through our collective activity
Further, in considering expertise, we must be leery of some dangerous tendencies in our society:
To confuse general intelligence with knowledge of the facts relative to a given field,
To confuse factual knowledge with superior insight,
To conflate expertise and insight with the ability to predict the future,
🏥 Santé
👉 Industry Voices—Primary care needs a new operating system (Fierce Healthcare) :
Primary care's already overburdened system has crumbled under the pressure, with patients left to self-diagnose without lab tests or in-person visits, wait in eternal telephone queues for callbacks that may or may not happen. In short, the very place in the healthcare system that was supposed to help catch illness soonest, in fact, created barriers.
Higher utilization of primary care has frequently been shown to result in better health outcomes and lower costs.
Primary care needs to be unbundled.
One particularly important demographic, for example, is reproductive-age women.
And because mothers tend to drive the majority of healthcare decisions for themselves and their families, they can represent a high lifetime value to providers over time if clinics get their loyalty.
But have little notion of a patient’s care journey over time, and no relevant benchmarks for comparing how this patient is doing relative to others with shared characteristics.
There will be a need for consumer-friendly fintech products that create transparent, efficient and delightful (not scary and confusing) billing and payment experiences.
Primary care needs a new operating system. One that captures data about patients through engagement—reaching far beyond the in-person clinical encounter. One that automates efficient financial transactions based on that data. One that intelligently routes care to the right place the first time, instead of relying on consumers to do their own research or doctors to rely on printed referral directories.
💚 Les publications d’Alan et sur Alan
👉 “Making the team’s equity worth money”(Medium). Charles Gorintin, co-fondateur d’Alan, a écrit cet article Médium sur les BSPCE. Il y explique comment nous les utilisons pour aligner les intérêts de nos collaborateurs à ceux d’Alan de la manière la plus juste possible.
👉 “Télétravail : les start-up en quête de nouveaux rituels” (Les Echos). Deborah Rippol, notre Head of Talent, détaille dans cet article les conséquences du Covid-19 sur notre vision du télétravail et comment nous envisageons la suite au sein d'Alan.