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Antoine Carriere
Works at Google
Attended HEC
Lives in Berkeley, California
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Antoine Carriere

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Always insightful Ben Evans
If Apple created a car business as big as BMW and Mercedes combined, that business would generate less profit than the iPhone
And
one thing that doesn't seem likely is that Apple can expand the market for such premium cars in the way it expanded the market for premium phones. You can choose to spend $600 instead of $200 on a phone (especially if that premium is masked by a monthly contract) but you can't choose to spend $40,000 instead of $14,000 on a car no matter how good it is
Cars are going to change a lot in the next few decades. Electricity on one hand and software on the other change what a car is, how it gets made and who might own one.
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Uber: the Shadow of the Future at work
In most lines of work, improved quality can generate more business. But the taxi industry is different: An interaction between a cabbie and a passenger is typically a one-off event
But the Uber alternative creates a shadow 
Uber has caused cabs to improve quality. Complaints about things a driver might do to affect quality—use of air conditioning, “broken” credit card machines, rudeness, and talking on cell phones—all seem to have decreased along with Uber’s rise. At the same time, complaints about cabs cutting in line, overcharging, and taking long routes do not appear correlated with Uber’s rise

Obviously, Uber's model of driver rating creates a much more efficient feedback loop.  In the long run, taxi companies may find price to be the only way to compete.

Scott Wallsten's vulgarization article http://www.theatlantic.com/business/archive/2015/07/uber-taxi-drivers-complaints-chicago-newyork/397931/
Scott Wallsten's actual paper
http://techpolicyinstitute.org/files/wallsten_the%20competitive%20effects%20of%20uber.pdf
A related wikipedia article on cooperation:
https://en.wikipedia.org/wiki/The_Evolution_of_Cooperation
Paper of the Shadow of the Future
http://www.econ.brown.edu/fac/Pedro_Dal_Bo/theshadow.pdf
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Antoine Carriere

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For white Americans, the homicide death rate is not so much of an outlier. But there’s no other highly industrialized country with a homicide death rate similar to the one black Americans experience

http://fivethirtyeight.com/datalab/black-americans-are-killed-at-12-times-the-rate-of-people-in-other-developed-countries/
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The #1 thing was timing. Timing accounted for 42% of the difference between success and failure
Team and execution came in second
The Idea, the differentiability of the idea, the uniqueness of the idea, that actually came in third
The last two, business model and funding, made sense to me actually h/t +Milad Farjadian 
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LOVE +Bill Gross  #TedX  Talk... thanks for sharing +Antoine Carriere !! ♥
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Location, location, location
Children growing up in some places go on to earn more than they would if they had grown up elsewhere.
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What Facebook's "It's not our fault" article really means
Facebook researchers conclusively show that Facebook’s newsfeed algorithm decreases ideologically diverse, cross-cutting content people see from their social networks
The most important finding [exact CTR of an item depending on position in newsfeed] (The effect is a combination of placement, and the fact that the algorithm is guessing what you would like)
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Antoine Carriere

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An excellent piece of myth busting on what drives short termism at large corporations
To the extent that companies are underinvesting in the future, the blame lies not with investors but with executives. The pay of many C.E.O.s is tied to factors like short-term earnings, rather than to longer-term metrics, which naturally fosters myopia. That 2014 study of companies that cut R. & D. spending found that the executives responsible saw their pay rise sharply, even though the stock didn’t. If Clinton really wants to deal with short-termism, she’d be better off targeting the way executive compensation works, instead of the way capital gains are taxed. Ultimately, the solution to short-termism isn’t on Wall Street. It’s in the executive suite
Credit Illustration by Nishant Choksi
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Executive Comp should be tied almost entirely to creating and building company value.  That's the way my CEO comp works.  You don't build long term value just by working this quarter's EBITDA.  Of course that matters, but having a well thought out runway with the proper investments in long term growth and competitiveness are critical in order to leave enough gas in the tank to satisfy investor valuation expectations.
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No evidence that it impacts cognitive development
Some evidence that it increases obesity
No evidence of other downsides (e.g. eye strain)
We have to think about tradeoffs. If letting your kids watch an hour of TV means you are better able to have a relaxed conversation at the dinner table, this could mean TV isn’t that bad for cognitive development

http://fivethirtyeight.com/features/screen-time-for-kids-is-probably-fine/
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[My once in a blue moon spam - Call for survey participants living in the Bay area]  
Ever use Apple Pay or Google Wallet?  Or know what those are but haven’t used them?
Contact Terry.Slepnikoff@added-value.com today if you're interested in participating in a paid study on mobile payment
It’ll be a two-part study: 2-day cataloging of purchases (as many or few as they naturally do)
Must be available for a potential 2-hr focus group 24th or 25th June (if picked).
Financial reward for each part.

Criteria are 
·         Lives in or near San Francisco
·         Ages 22 – 45
·         Likely to do some online banking (even if occasionally)
·         Smart phone owner/user
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TV averaged four times the sales lift of digital
They don't really say "why", but here some ideas: 
- TV is "cheaper":  good [cost / reach]  ratio, accentuated by lack of tracking relative to digital (transparency premium) + minimum TV spend that removes bidders
- TV is more impactful: "sound, sight and motion", big screen + broadcasters have mastered the art of focusing our attention (in between 2 pieces of content one chooses to watch + content designed for advertising friendliness + TV spots strategically placed so viewer is most alert, willing to consume, receptive)

Obviously, given who sponsored it, one may suspect bias.  
cc: +Avinash Kaushik +Jeff Jockisch +AJ Kohn +Danny Sullivan 
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Thanks for the tag +Antoine Carriere. Clearly there's a bit of bias but ... I don't doubt the general conclusion. TV is still quite powerful for many of the reasons you mention.

TV is a great platform - in part because it does function as a way to funnel attention. You can watch TV in a number of ways now, but the primary way still ensures a type of focus.

Digital doesn't have that same focus. There are too many #squirrel  opportunities to distract and then attention is lost both on content and the ads therein.

I think there's also an issue with the ratio of content to ads. TV is sold at a premium so you only get 18 minutes of ads in an hour. But an hour online ... you might wind up having the same number of ad minutes to content minutes.

Clearly video content will differ there but right now that video content isn't at a premium and unlike the focus of TV you might simply check email while the ads run. The context switch is too easy.

With TV you may do something else during the commercials but it often doesn't seem to be immersive - you're getting a snack. And the content is engineered so that even if you miss the first 30 seconds back from a break you'll still be able to follow along.

Interesting to think about.

 
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I must say: wow!!!!  Being able to offer this at that scale is simply amazing.  Now they'll  need a lot of incremental demand to justify the effort and optimize costs.  I wish them well.
Note that this is quite different from their Amazon Fresh or other same day experiments that required added fees over the standard Prime membership

http://www.wired.com/2015/05/free-day-delivery-amazons-gambit-retail/
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A good article on what Apple Watch brings: haptic feedback, not "just" a tactile screen and a bunch of sensors.  I am wondering if the color screen is that useful of a feature
Mike Elgan originally shared to Technology:
 
The Apple Watch and our cyborg future.

(Read my column: http://goo.gl/SD1eeq )

My first week of wearing the Apple Watch has transformed my thinking about the direction of mobile and wearable computing.

It has become clear to me that we're all becoming cyborgs. A cyborg is a person whose normal human abilities are enhanced or magnified by technology. This is different from a person who uses technology as a tool.

While becoming a cyborg sounds unappealing, it's actually going to boost health, happiness and prosperity.

Android fans, Apple-haters and techno-skeptics: Stay with me here. This column is not about how great Apple is. It's about the cultural journey we're all on together.

In my week of wearing the Apple Watch, I have experienced three epiphanies about what the wearable revolution has in store for all of us. Here's what I've realized: 

http://www.computerworld.com/article/2920305/wearables/the-apple-watch-and-our-cyborg-future.html

#AppleWatch #WearableComputing
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Education
  • HEC
  • UCLA Anderson
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Small world. Much to see. Much to learn.
Introduction
Welcome!  I organize my posts by collections (follow/unfollow easily)

Work
Occupation
Father, husband, friend... leader, doer, advisor, coach ... & hopefully positive contributor to society
Skills
Thinks things through & Gets things done
Employment
  • Google
    present
  • Boston Consulting Group
  • UBS AG
  • WebXtract
  • Thales Ventures
  • Rothschild
Places
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Currently
Berkeley, California
Previously
Paris, France - Sydney, Australia - Chicago, Illinois - New York, NY - London, UK
Antoine Carriere's +1's are the things they like, agree with, or want to recommend.
The Internet of Amazon Things | Monday Note
www.mondaynote.com

by Jean-Louis Gassée With its new ordering system of one-push buttons spread around the home, Amazon wants to simplify lives, theirs more th

The New Moto E: Super-Cheap Phones Are Getting Really Good | WIRED
www.wired.com

Motorola’s commitment to choice goes much further than letting you color your own Moto X. The way the company sees it, owning a smartphone a

How Many Laws Did Apple Break? | Monday Note
www.mondaynote.com

by Jean-Louis Gassée Apple's most recent quarterly numbers broke all sorts of records and, as we shall see, a number of laws. Apple just rel

Microsoft Makes Clever Moves | Monday Note
www.mondaynote.com

by Jean-Louis Gassée While Microsoft Office for mobile is a satisfying success, the company can’t seem to create — or even buy — a mobile op

Kimono Kids - by Maxime and Nicolas
chilehomeschool.blogspot.com

My Tia, who is here visiting us in Berkeley, California for ten days, decided that she wanted to buy a Japanese robe called a kimono. When s

This Beautiful Swiss Watch Is a Fitness Tracker in Disguise | WIRED
www.wired.com

The Withings Activité lets you keep it analog while stepping into the future, with built-in activity sensors to go along with its classic st

Lisa Ekdahl
market.android.com

Best known in Scandinavia for her 1994 hit "Vem Vet, " Lisa Ekdahl became one of the top Swedish pop singers of the 1990s but also records a

How Tsu Risks Demotivating Its Own Users
elifennell.com

The new social network Tsu promises to share its ad revenue with users, but by monetizing social networking ads its risks demotivating users

Getting Better at Getting Better
www.newyorker.com

Athletic performance is freakishly high. Manufacturing quality is off the charts. Now for the bad news. James Surowiecki on the improvabilit

Payment Systems Adventures – Part II: Counting Friends And Foes
www.mondaynote.com

by Jean-Louis Gassée It’s still too early to tell if Apple Pay will square the circle and emerge as a payment system that’

Twilight
market.android.com

Are you having troubles to fall asleep? Are your kids hyperactive when playing with the tablet before bed time? Are you using your smart pho


www.mondaynote.com

(cont'd) During the due diligence process, a French bank executive illustrated the problem using a real-life example. A garçon

Europe: The Digital Squeeze Is Coming
www.mondaynote.com

By Frédéric Filloux A recent Bain & Co survey paints Europe's digital future as squeezed between the explosive demand of

The world’s biggest economic problem
www.economist.com

THE world economy is not in good shape. The news from America and Britain has been reasonably positive, but Japan’s economy is struggling an

News Media: Diversify or Die
www.mondaynote.com

The era of news media based on single product is over. In every field, diversification is mandatory, but yields will vary. Decisive pr

4 Lessons over 4 Years: The Start Up Life | Dennis O'Malley | LinkedIn
www.linkedin.com

Its been 4 years since I left a corporate job, plush with benefits, training, travel, and support to move into The Start Up Life (picture is

Severely disappointed given glowing reviews. Service was fine, so were potstickers, but mandarin spareribs were too greassy and crispy duck was too dry. Shin shin rice was so so. It is an ok chinese, but the other 2 i go too are way better.
Public - a month ago
reviewed a month ago
Just stayed there over an extended ski week end. The rooms are simple but clean. Breakfast is great. Dinner is simple but great as well. We loved the view, the food, the sledding hill across the street, the fact that Alpine Meadows is essentially next door. But most of all, the staff were very friendly and made our stay most pleasant and memorable (special mentions to Brian and Scott). We will come again!
Public - 8 months ago
reviewed 8 months ago
Great selection, great presentation
Public - 10 months ago
reviewed 10 months ago
51 reviews
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Had a great lunch during the week (sun bathed terrace). Then great early dinner on saturday night. Staff is quite nice, and food inventive yet delicious
Public - 6 months ago
reviewed 6 months ago
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Public - 10 months ago
reviewed 10 months ago