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Year
2020
Quarter
Q1
Category
Drivers of Creative Destruction
Winners Take All
Disruption of the Incumbents
Section
Amazon
Apple
Asia
Assistants
Audio
Bitcoin
Blockchain
Capital
Cloud (Computing)
Commerce
Communications
Credit
Dating
Deception
EV
Facebook
Hoarders (Individual)
Hoarders (Organizational)
Hoarders (Sovereign)
Internet
Machine Learning
Microsoft
Nations
Open Source
Platforms
Rides
Robots
Skills
Tencent
Tesla
Twilio
Uber
Video
Tag
5g
ads
aerospace
ai
android
api
app stores
batteries
bikes
CAGR
central banks
covid-19
delivery services
employees (full-time equivalent)
fintech
games
gold
gps
healthcare
household
ico
id
IoT
iphone
ipo
language
languages
lidar
logistics
maps
market capitalization
micromobility
mobiles
monthly active users (MAU)
moore's law
open source
podcasts
population
privacy
quantum
r&d
religion
saas
satellites
search
self driving vehicles
semiconductors
storage
surveillance
unicorn
venture capital
wealth
wearables
Geo
africa
australia
austria
bangladesh
brazil
canada
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denmark
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finland
france
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great britain
hong kong
india
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japan
korea
kuwait
mexico
netherlands
new zealand
nigeria
norway
pakistan
russia
singapore
south africa
south korea
spain
sweden
switzerland
taiwan
united arab emirates
united kingdom
united states
vietnam
Organization
Activision
Advance
Adyen
Airbnb
Alibaba
Amazon
Apple
Arduino
Arweave
atari
AT&T
Azim Premji Foundation
Baidu
Bank of China
BBC
Berkshire Hathaway
bitcoin
Blackstone
BlockFi
Blue Origin
Bosch
Bose
Boston Dynamics
Box
Brave
Bumble
ByteDance
California
Canada
Careem
ChargePoint
China Mobile
CICC
Clearbanc
Coinbase
Continental
Costco
Craigslist
Daimler
DiDi
Digital Dollar Foundation
Disney
DJI
DoorDash
Drivemode
Dropbox
easyJet
Electrify America
EM Cloud
ESPN
ethereum
ExxonMobil
facebook
Fatshark
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Fidelity
Flipkart
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Gaana
Garena
Garmin
Glu
GM
Google
Grab
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Gumroad
Hardt Hyperloop
Harvard
HBO
Honda
HP
Huawei
Hulu
IBM
Intel
JCB
Jio
KaiOS
Kickstarter
Lambda School
LendingClub
Lenovo
Let's Encrypt
LG
Lime
LinkedIn
Livox
Lyft
MasterCard
Match
Medium
MEMX
Microsoft
MindGeek
MIT
Mobileye
MyGirlFund.com
Nasdaq
Netflix
Nintendo
Nissan
Novo Nordisk Foundation
OneWeb
OnlyFans
Paige.ai
Paradox
Patreon
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Pinterest
Planet
Porsche
Princeton
Qualcomm
Raspberry Pi
Reddit
Saildrone
Salesforce
SendGrid
Sherpa.ai
Shipt
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Signal
Signal Foundation
SiriusXM
Slack
Snap
Softbank
Sonos
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SoundCloud
SpaceX
Spotify
Square
Stanford
Steady
Stripe
Supercell
Target
Telegram
Tencent
Tencent Music
Tesla
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TransferWise
Trinity Church
Twilio
Twitter
Uber
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Udemy
UL
Velodyne
Venmo
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Visa
Vivendi
vivo
Vodafone
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Weibo
Wellcome Trust
WeWork
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Wright Electric
Xiaomi
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Yandex
Yuanfudao
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Person
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Platforms
2020 Q1
7.8b world population, 5.8b adults → age >15yrs (74%)
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
Platforms
2020 Q1
Q4 2019 sales (units): 🥇Apple 🥈Samsung 🥉Huawei
iPhone XR = top-selling smartphone in 2019
Platforms
2020 Q1
India surpasses USA → #2 largest smartphone market
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
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
Tencent
2020 Q1
#1 corp dev team to *own* content: 100% Riot (LoL)
<100%: Supercell, Grinding Gears (PoE)
<50%: Epic (Fortnite), PocketGems, Fatshark, SEA (Garena)
<15%: Glu, Activision, Bluehole (PUBG), Frontier, Ubisoft, Paradox
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,
$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
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
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
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
Skills
2020 Q1
70m w/ criminal records (1/3 adults) → pain in finding a job
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