Chaque semaine, je partage quelques articles que jâai trouvĂ©s particuliĂšrement enrichissants. JâespĂšre quâils vous aideront autant quâils mâont aidĂ©.
Cette semaine, Steve Jobs et le focus, arrĂȘtons de croire aux prophĂštes, et Shopify et Facebook Shops dans un monde dâaggrĂ©gateurs.
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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đ±Monde des technologies
đ Les plateformes dans un monde dâagrĂ©gateur, le cas de Shopify et de Facebook Shops (The Stratechery) :
Shopifyâs original business model is labeled âSubscription Solutionsâ; merchants pay a subscription fee to use the Shopify platform â the price ranges from $29 to $299 per month â and can use the payment provider of their choice. When Shopify IPOâd Subscription Solutions was 60% of their $67 million in quarterly revenue.
Over the last five years, though, âMerchant Solutionsâ â which are a percentage of transactions, usually from using Shopify Payments â has been the primary growth driver. Last quarter it was Merchant Solutions that was 60% of Shopifyâs $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.
đ Le prix dâAmazon Prime va potentiellement ĂȘtre augmentĂ©Â (The Informationâs newsletter):
When asked by a shareholder whether Prime, at $119 a year, was getting too expensive, CEO Jeff Bezos answered: âNo. Not even close.â Bezos said that charging less for Prime than its value to customers is part of the companyâs 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.
đ Le feuilleton Twitter et Trump et lâimpact sur les rĂ©seaux 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 widowerâs request to delete the presidentâs posts circulating conspiracy theories about his wifeâs death.
Mr. Trump on Tuesday accused the company of stifling free speech and vowed to take action. The executive order would mark the Trump administrationâs 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.
đŻConstruire une entreprise
đ Steve Jobs sur le focus et une excellente rĂ©ponse Ă une question (video Ă voir ici, source: The Stratechery) :
We had to decide what fundamental direction we were going in, and what makes sense and what doesnât, and there were a bunch of things that didnâtâŠÂ You think about focusing, focusing is about saying âNo. Youâve got to say âNoâ, âNoâ, âNoâ, âNoâ, âNoâ, and when you say âNoâ you piss off people⊠(...)
Iâm sure that there are some things OpenDoc does â probably even more than Iâm not familiar with â that nothing else out there does. Iâm 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 thatâs going to allow you to sell eight billion dollars or ten billion dollars of product a year?
One of the things Iâve always found is that youâve got to start with the customer experience and work backwards to the technology. You canât start with the technology and try to figure out where youâre going to try to sell it. Iâve made this mistake probably more than anybody else in this room and Iâve got the scar tissue to prove it and I know that itâs 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, âLetâs sit down with the engineers and figure out what awesome technology we have and then how are we going to market thatâ, and I think thatâs the right path to take.
đ GitLab : une entreprise complĂštement remote et sa culture(Sifted) : To alleviate that we said letâs be super transparent about what the company does so that will create more understanding in the community and then if weâre off somewhere thereâs an early warning system
đ Personne ne sait ce quâil va arriver. ArrĂȘtons de croire aux prophĂštes (Howard Marks) :
No one knows whatâs 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,
đ„ SantĂ©
đ Industry VoicesâPrimary 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 patientâs 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 engagementâreaching 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.
đ Les publications dâAlan et sur Alan
đ âMaking the teamâs equity worth moneyâ(Medium). Charles Gorintin, co-fondateur dâAlan, a Ă©crit cet article MĂ©dium sur les BSPCE. Il y explique comment nous les utilisons pour aligner les intĂ©rĂȘts de nos collaborateurs Ă ceux dâAlan de la maniĂšre la plus juste possible.
đ âTĂ©lĂ©travail : les start-up en quĂȘte de nouveaux rituelsâ (Les Echos). Deborah Rippol, notre Head of Talent, dĂ©taille dans cet article les consĂ©quences du Covid-19 sur notre vision du tĂ©lĂ©travail et comment nous envisageons la suite au sein d'Alan.