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Platforms 2021 Q4
  • 7.9b world population, 5.9b adults → age >15yrs (75% of world pop)
    • Platforms 2021 Q4
  • 8.0b mobile connections, non-IoT SIM cards (101%)
    5.3b unique mobile phone users (67%)
    • Platforms 2021 Q4
  • 7.1b w/ electric power (90%)
    • Platforms 2021 Q4
  • 5.9b w/ access to working/adequate toilets (74%)
    • Platforms 2021 Q4
  • 4.2b active smartphone users (53%), 0.4b 5G smartphones in 2020
    ~2b Android, ~1b iPhones, ~1b Chinese Android
    • Platforms 2021 Q4
  • Q3 2021 sales (units): 🥇21%=Samsung 🥈15%=Apple 🥉13%=Xiaomi
    iPhone 12 = #1 selling smartphone YTD 2021
    smartphone trade-in: 3.2 avg age, $138 avg value (22% YoY)
    🇨🇳 makers #1 by mkt sh: India=Xiaomi (23%), Africa=Transsion (47%)
    • Platforms 2021 Q4
  • 4.0b (51%) have access to global navigation satellite system
    🇺🇸=GPS 🇨🇳=BeiDou 🇷🇺=GLONASS 🇪🇺=Galileo 🇮🇳=NavIC
    • Platforms 2021 Q4
  • 2.4b bikes (31%), 250m e-bikes (10% of bikes)
    • Platforms 2021 Q4
  • 1.5b cars (20%), of which 15m EV (1% of cars)
    • Platforms 2021 Q4
  • 1.4b PCs (18%), 1% YoY, Q3 2021 sales: 44% = Lenovo + HP
    • Platforms 2021 Q4
  • 0.9b (11%) wearables: earwear, wristbands, watches, others
    Q3 2021 sales (units): 🥇29%=Apple 🥈9.2%=Samsung 🥉9.2%=Xiaomi
    • Platforms 2021 Q4
  • 0.5b smart speakers (6.5%). USA: >1 per household
    • Platforms 2021 Q4
  • 0.3b core gamers (across games/consoles)
    • Skills 2021 Q4
  • 80% of the global workforce does not sit behind a desk (deskless)
    >26% of adults *unable* to use a cpu (2b people) vs 1.1b+ illiterate
    • Skills 2021 Q4
  • Feynman technique: w/ pen+paper explain me like I'm 5, review/refine
    written > spoken: documentation = remote teams's unspoken superpower
    successful remote team members = great writers
    • Skills 2021 Q4
  • 27m software dev (0.3% world pop), 750m excel users, 150m google sheets
    60m of K-12 (USA) = code.org account, 1.7m USA kids = homeschool
    • Skills 2021 Q4
  • 44% GDP (USA) = people working (wages/salaries), completely unoptimized
    🇺🇸 60m gigworkers, 22m healthcare, 3.3m cashiers, 1.6m RE agents
    • Skills 2021 Q4
  • 82m "learners" using Coursera (58 degrees), 10% USA univ = fully online
    top endowments: 🥇$53b=Harvard 🥈$47b=Princeton 🥉$43b=Yale
    • Skills 2021 Q4
  • academic brain drain: tenured faculty members leaving to large tech co
    • Skills 2021 Q4
  • current work culture, remnant of ind age → unsuited for information age
    half-life of skills: 5yrs professional, 3yrs technical
    • Skills 2021 Q4
  • web3 = verify id+ownersh. = portable reputation = get paid for your work
    creators earning a living wage (>$69k/yr) in USA, 41% YoY
    • Skills 2021 Q4
  • learn to sell, learn to build. If you can do both → unstoppable
    OnlyFans: 1.5m creators, 170m users, $3.2b paid to creators in 4yrs
    Substack: 1m active readers, 1m paying, #1 publisher ~$5m/yr
    • Skills 2021 Q4
  • 200k lens creator on Snap, Adobe photoshos web version on beta
    • Internet 2021 Q4
  • 4.9b active internet users (59% of world pop), 4.3b *mobile* users
    billions of people not online, or can’t access in own language
    • Internet 2021 Q4
  • separate *mobile* internets: 🇨🇳=1b 🇮🇳=810m 🇺🇸=290m 🇪🇺=290m
    ≠ rights: 🇨🇳New IP 🇮🇳PDPA/Aadhaar 🇺🇸CCPA/COPRA 🇪🇺GDPR/ePrivacy
    • Internet 2021 Q4
  • web3: next-gen internet platform structured as a publicly traed
    blockchain-based network → easier to bootstrap network vs telecoms
    • Internet 2021 Q4
  • 4.2b social media users (90%) +13% YoY, 4.1b email users (88%)
    MAU: 2b YouTube (20% *all mobile* traffic), 440m BBC, 500mE Reddit
    • Internet 2021 Q4
  • speeds: fastest 5G=416Mbps, avg broadband=120Mbps, avg mobile=70Mbps
    • Internet 2021 Q4
  • 0.6b 5G subs (7.5% pop) vs 4.7b 4G (60%, but >80% covered) → 4G = peaked
    33% of 5G budget → *smart* factories/ports = industrial-scale IoT
    $500m 5G in aviation to grow at +50%/yr to $4b by 2026E
    • Internet 2021 Q4
  • IoT connections today: 2G/3G > 4G, industrial IoT just starting