💡JCNews #23
Générer des idées ambitieuses et prédire les innovations.
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:
Initier une révolution selon le CEO de XAPO.
Prédire les innovations tech selon Ben Evans.
Les mythes à casser pour ré-imaginer la santé.
Ma méthode pour m’organiser et gérer mes notifications.
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 !
Si vous aimez, vous pouvez vous inscrire, partager ou encore me suivre sur Twitter.
📱Monde des technologies
👉Trump et les plateformes : dans le contexte de la crise actuelle aux Etats-Unis, la tension s’exacerbe entre les entreprises qui prennent des actions (Apple, Snap, Twitter, …) et Facebook qui essaie de maintenir la “neutralité”. Intéressante position de Ben Thompson sur le fait que c’est la bonne décision.
👉 Jeff Bezos “heureux de perdre” ses clients opposés à BlackLivesMatter (post Instagram). Il partage sur son compte certains mails racistes qu’il a reçu suite au soutien d’Amazon au mouvement BLM.
👉 Zoom annonce +169% de revenus au Q1 2020 (Stratechery) :
Zoom on Tuesday reported first-quarter sales of $328.2 million, up 169% from a year earlier, and posted a profit of $27 million.
Sales for the full year, it said, are likely to be roughly $1.78 billion to $1.8 billion
👉 Lemonade (assurance habitation) prépare son introduction en bourse (TechCrunch).
🏯Construire une entreprise
👉 Comment générer des idées ambitieuses (Sam Altman) :
It turns out that good founders have lots of ideas about everything, so if you want to be a founder and can’t get an idea for a company, you should probably work on getting good at idea generation first.
You want to be around people who have a good feel for the future, will entertain improbable plans, are optimistic, are smart in a creative way, and have a very high idea flux.
Perhaps most of all, you want to be around people who don’t make you feel stupid for mentioning a bad idea, and who certainly never feel stupid for doing so themselves.
Project yourself 20 years into the future, and then think backwards from there.
Any time you can think of something that is possible this year and wasn’t possible last year, you should pay attention.
A good question to ask yourself early in the process of thinking about an idea is “could this be huge if it worked?”
Finally, a good test for an idea is if you can articulate why most people think it’s a bad idea, but you understand what makes it good.
👉 Comment prévoir les innovations dans la tech (Ben Evans) :
A lot of really important technologies started out looking like expensive, impractical toys.
Some of the most important things of the last 100 years or so looked like this - aircraft, cars, telephones, mobile phones and personal computers were all dismissed.
But on the other hand, plenty of things that looked like useless toys never did become anything more.
You have to ask ‘do you have a theory for why this will get better, or why it won’t, and for why people will change their behaviour, or for why they won’t’?
Equally, sometimes the roadmap is ‘forget about this for 20 years’. ... And sometimes the missing piece pops into existence in unpredictable ways (...) Finally, sometimes you have a roadmap but discover that it runs out short of the destination.
You can’t do a waterfall chart of an engineering roadmap here, but you can again ask questions - what would have to change? Are you proposing a change in human nature, or a different way of expressing it? What’s your theory of why things will change or why they won’t?
The key challenge to any assertion about what will happen, I think, is to ask ‘well, what would have to change?’ Could this happen, and if it did, would it work? We’re always going to be wrong sometimes, but we can try to be wrong for the right reasons.
👉 Comment initier une révolution selon Wences Casares (Co-Founder & CEO, XAPO) (Master of Scale) :
Importance of field trips: The entire Xapo team went to Kenya, and used the local payment service M-Pesa. M-Pesa isn’t Bitcoin, but it’s an interesting case of how Bitcoin could be used by people who lack access to traditional banking. (...) It's really worth it to go and see it firsthand and use it, and spend some time using it like the locals do, to understand.
We were in Nairobi, we had everybody using M-Pesa in downtown Nairobi. And we told everybody that they could only use M-Pesa for the whole week we were there. It was interesting that we did this exercise where we asked our people why they thought that people were using M-Pesa. And then we had them wait at the places where people recharge and top up their M-Pesa accounts, asking why they used it. And the difference – you think you know, and that's why you're there: to learn the things that will surprise you. And there were a lot of interesting surprises.
About having a remote team: The main advantage is that if you and I were going to play a soccer – football – match to the death, you're given $10 million dollars and you can hire any players you want. And I am given $10 million dollars, and our teams are going to play, and whoever loses dies, right?
And then there's a little catch, which is, I can only hire in Buenos Aires, and you're going to hire all over the world. You will kill me no matter what, right? And this is no different when it comes to a startup. I think that's the biggest advantage – it's just that when you have no geographical fencing, you will find better people, period. Those people will be more motivated, and more loyal. That is a huge advantage.
🏥 Santé
👉 Stop Covid est live et compte déjà plus de un million d’utilisateurs dans l’appli :
Disponible depuis mardi 2 juin midi sur tous les smartphones, l’application prévient les personnes qui ont été en contact avec un malade testé positif au coronavirus.
La personne alertée par une notification peut alors se faire dépister et être prise en charge au plus tôt. Il lui sera demandé de s'isoler, de limiter ses déplacements et de porter un masque lors de ceux-ci.
Cédric O, secrétaire d'État chargé du Numérique, a annoncé que le cap du million de téléchargement avait été passé samedi 6 juin.
👉 Les mythes à casser pour ré-imaginer la santé (Catalyst) : Myth 2: Patients prioritize existing relationships with their provider over transactional episodic care. Data argues otherwise: The majority of times, patients just want care. Right now, since Covid-19, our on-demand platform for video visits, JeffConnect, has experienced a 20-fold growth in volume (from 10–15 to more than 200 per day Like every other new challenge, you have to try telemedicine to get comfortable with it. Covid-19 has forced patients and providers to try it. We have found it takes 12–15 visits to feel comfortable and once you do 20–30, you will join the group of the telemedicine converted. We have learned that the providers most likely to adopt telemedicine are not necessarily the youngest physicians. In our health system it has been those 40–45 and 60–65 years old. Myth 4: Virtual visits are less effective than in-person visits. Focusing on the comparison in diagnostic accuracy between virtual and in-person visits sets up a false dichotomy. Focusing on actionable information is more important than diagnostic accuracy.
💚 Les publications d’Alan et sur Alan
👉 “My personal self-organization guide” (Alan Blog). Comment je m’organise et je gère mes notifications.
👉 Accompagner les parents en télétravail (Alan Blog). Concilier vie familiale et vie professionnelle n’a jamais été aussi délicat que pendant le confinement. Quelques conseils pour accompagner ses employés.
👉 La recette de PNY pour gérer la santé de ses équipes (Alan Blog). Comment la chaîne de burgers parisienne gère la réouverture progressive de ses restaurants.
👉 Alan fait partie des “9 scales-ups qui recrutent dans le monde d’après” (Les Echos Start).
📚 Livres & vidéos
Le livre 7 Powers d’Hamilton Helmer (Amazon) est exceptionnel pour avoir un cadre de discussion stratégique. Vous pouvez aussi écouter le podcast 20VC où il est interviewé.