Top articles of the week | August 22

August 22, 2020

Every week, we put together a list of our top 5 articles of the past week. Happy reading!

Une réflexion prospective sur ce que 2021 nous réserve Jacques Nantel, Professeur émérite, HEC Montréal (reading time : 16 minutes)

This a french only PDF by Jacques Nantel, professor at HEC Montréal. Jacques brilliantly summarizes the spirit of the moment and what the three segments of the population, 1) the rich getting richer, 2) the entrepreneurial & creative class and 3) the everyone that wants things to go back to normal. He uses this frame to make a few eloquent predictions for 2021.

Defining Interactive Ecommerce: a model observed through the case of Pinduoduo China Channel (reading time : 15 minutes)

If you want to understand the future of ecommerce, look east. Pinduoduo is one of the fastest growing companies in history ($504 million Yuan in 2016 to $30 billion Yuan in 2019); that is not a typo. The company’s success lied in going after China’s third and fourth tier cities. They are defining a new category this white paper is calling Interactive Ecommerce; essentially commerce in a mobile first world. The paper breaks down the different components in a visually compelling way.

A Dozen Things I’ve Learned from Charlie Munger Tren Grifin, 25iq (reading time : 3 minutes)

I started reading Poor Charlie’s Almanack this summer which is a collection of speeches and talks by Charlie Munger. It’s a monster of a book. This neat summary of key takeaways by Tren Griffin distills the key insights. Such simple wisdom yet under appreciated.

Tomorrow’s Organizational Structure Zeus Jones (reading time : 7 minutes)

Can the natural world teach us anything about organizational structure? This post compares an octopus and dealing with uncertainty. There are four key attributes in particular: sensing, decentralized, adaptability and future-focused. It’s cool to see different approaches used to break down organizational silos especially from a creative agency.

Is TSLA a tech stock or a fashion product? Olaf Sakkers (reading time : 16 minutes)

I almost bought Tesla stock when it was at $900 a share a month ago but decided that it was too expensive. Ugh, I guess I was wrong on that one. What is exactly is happening? This article does not attempt to get into a debate of valuation but rather explains the core differences of Tesla versus other auto manufacturers. Tesla is a software company that figured out how to make cars first and foremost.