Clear Filters → Found in 375 bullets
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Platforms 2020 Q1
  • 7.8b world population, 5.8b adults → age >15yrs (74%)  maybe we are the virus
  • Platforms 2020 Q1
  • 8.1b mobile connections, SIM cards (105%)
    5.2b unique mobile phone users (67%)
  • Platforms 2020 Q1
  • 6.9b w/ electric power (89%), <1b to go!
  • Platforms 2020 Q1
  • 5.8b w/ access to working/adequate toilets (74%)
  • Platforms 2020 Q1
  • 3.6b unique smartphone users (48%)
    ~1.1b Chinese Android, ~1.0b Android, ~0.9b iPhones
    120m devices using KaiOS, now 3rd mobile OS after Android and iOS Huawei, relentless
  • Platforms 2020 Q1
  • Q4 2019 sales (units): 🥇Apple 🥈Samsung 🥉Huawei
    iPhone XR = top-selling smartphone in 2019 damn you covid-19
  • Platforms 2020 Q1
  • India surpasses USA → #2 largest smartphone market pg 104: CN+ IN > 5x US
    Xiaomi (27% mkt sh) #1 for 9 qtrs, Vivo (21%) beats Samsung (19%)
  • Platforms 2020 Q1
  • 1.6b cars (20%), of which EV = 0.5%
    car ownership is rising, not declining, on track to 2b
  • Platforms 2020 Q1
  • 1.2b PCs (15%) = 1.1b Windows, 0.2b Mac + Linux growth! first since 2011
    48% of new PC sales (Q4 2019) = Lenovo + HP
  • Platforms 2020 Q1
  • 1.0b bikes (13%), Copenhagen 2016: 1st time bikes in street > cars
  • Platforms 2020 Q1
  • 480m tablets (6.2%)
  • Platforms 2020 Q1
  • 237m smart speakers (3.1%)
  • Platforms 2020 Q1
  • 186m smart watches (2.4%); in USA: 25% woman, 18% men
  • Tencent 2020 Q1
  • #1 gaming company in the world: by revenue and users bytedance assault
  • Tencent 2020 Q1
  • #1 corp dev team to *own* content: 100% Riot (LoL) I want all
    <100%: Supercell, Grinding Gears (PoE)
    <50%: Epic (Fortnite), PocketGems, Fatshark, SEA (Garena)
    <15%: Glu, Activision, Bluehole (PUBG), Frontier, Ubisoft, Paradox call of duty
  • Tencent 2020 Q1
  • #1 OS for the entire Chinese economy: 1.2b+ MAU on WeChat & Weixin
    ecosystem: 1m mini apps w/ 300m DAU, 1.5m developers,  miniapps 101, must listen
    $115b transactions via mini apps (2019)
  • Tencent 2020 Q1
  • gaming revenue: mobile > 2.4x PC/Mac, > 2.9x home consoles
    Nintendo + Tencent (titles + cloud) = Switch console in China
    Huawei + Tencent = game lab to explore cloud gaming, AI, VR and AR
  • Tencent 2020 Q1
  • #1 mobile payment platform 🇨🇳: 1b/tx/day, 800m MAU, 50m merchants general overview
  • Tencent 2020 Q1
  • Tencent's fintech biz: if stand alone → 🇨🇳 #4 largest public co 
    Hong Kong Monetary Authority grants blockchain bank license
  • Tencent 2020 Q1
  • $85b AUM on wealth mgmt platform LiCaiTong, 100m users
  • Tencent 2020 Q1
  • active investment portfolio of 700 co (100 in 2019): 160+ unicorns
    $4.5b → DiDi, $1.8b → Tesla (5%), $1.4b → Flipkart, $150m → Reddit
    18% Snap, 12% CICC (bank), 10% Universal Music Group, 9% Spotify
  • Tencent 2020 Q1
  • 106m TencentVideo subs, #4 video app by rev 2010-2019, #3 in 2019
  • Tencent 2020 Q1
  • $3b in R&D (2019): cloud business makes $2.4b with 1m paying users
  • Skills 2020 Q1
  • learn to sell, learn to build. If you can do both → unstoppable
  • Skills 2020 Q1
  • college tuition USA 1978-2018 → 1,375% > 4x overall inflation  the future of education
  • Skills 2020 Q1
  • 51% of USA adults (2019): college = "very important," vs 70% in 2013
    43% of college grads work at jobs that don’t require a degree
  • Skills 2020 Q1
  • >25% of adults *unable* to use a cpu (1.5b people) vs 1b+ illiterate  architects 2.0
    40% of K-12 students in USA have a code.org account
  • Skills 2020 Q1
  • YouTube: full of rewindable (patience = ∞) instructors/teachers
    online courses co new valuations: Yuanfudao ($8b), Udemy ($2b)
  • Skills 2020 Q1
  • Lambda School ISA: repay tuition when job salary = $50k/yr flatiron jobs report
  • Skills 2020 Q1
  • 70m w/ criminal records (1/3 adults) → pain in finding a job proud investors!