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Year
2021
Quarter
Q1
Category
Drivers of Creative Destruction
Winners Take All
Disruption of the Incumbents
Section
Amazon
Apple
Asia
Bitcoin
Blockchain
Borders
Capital
Cloud
Commerce
Communications
Credit
Deception
EV
Facebook
Internet
Machine Learning
Manufacturing
Nations
OS
Platforms
Rides
Robots
Skills
Square
Tesla
Twilio
Uber
Tag
5g
ads
aerospace
ai
android
api
app stores
batteries
bikes
CAGR
central banks
chris-urmson
covid-19
delivery services
employees (full-time equivalent)
fintech
games
gold
gps
healthcare
household
id
IoT
iphone
ipo
language
lidar
logistics
maps
market capitalization
micromobility
mobiles
monthly active users (MAU)
open source
operating systems
podium
population
privacy
quantum
r&d
religion
saas
satellites
search
self driving vehicles
semiconductors
storage
surveillance
test
unicorn
venture capital
wearables
Geo
"saudi-arabia"]
["israel"]
africa
australia
bangladesh
brazil
canada
china
denmark
europe
european union
european-union
france
germany
great britain
great-britain
india
indonesia
italy
japan
mexico
netherlands
nigeria
norway
pakistan
russia
singapore
south korea
spain
sweden
switzerland
taiwan
united kingdom
united states
united-kingdom
united-states
Organization
Aave
ABB
Adobe
Advance
Adyen
Aerion
Afterpay
Airbnb
Amazon
AngelList
Apple
Aurora
BBC
Best Buy
bitcoin
BlackRock
BlockFi
Boom Supersonic
Boston Dynamics
Box
Brave
BYD
ByteDance
Carta
CATL
Cessna
ChargePoint
Code.org
Coinbase
Compound
Coursera
Desktop Metal
DiDi
Discord
Disney
DJI
DoorDash
Drizly
Dropbox
DuckDuckGo
D-Wave Systems
EdgeQ
Edge Security
Electrify America
EquityBee
ethereum
Etsy
facebook
FICO
Flipkart
Ford
Foxconn
Github
GM
Google
Grab
Grayscale
Grubhub
Gumroad
Hardt Hyperloop
Hasbro
Hermeus
Honda
Honeywell
HP
Huawei
Hyundai Motor Company
IBM
Ikea
Intel
Lenovo
Let's Encrypt
LG
LG Energy
Lilium
Lime
London Stock Exchange
Lyft
magniX
MasterCard
Mattel
Mercado Libre
MessageBird
Miami
MicroAcquire
Microsoft
Mobileye
Mozilla Corporation
Nike
Nokia
Nvidia
Okta
OneWeb
OnlyFans
Paige.ai
Panasonic
PayPal
Paytm
PayU
PhonePe
Pinterest
Pipe
Planet
Polymarket
Porsche
Postmates
Pulley
QuantumScape
Rakuten
Raspberry Pi
Reddit
Redwood Materials
Reliance Industries
Rivian
Routematch
Samsung Electronics
Segment
SharesPost
Shopify
Signal
Skydio
Slack
SMIC
Snap
SpaceX
Square
State Street
Stripe
Substack
Tailscale
Telegram
Tencent
Tesla
Texas
The Boring Company
The Lego Group
The Tor Project
Toyota
TSMC
Twilio
Twitter
Uber
United Parcel Service, UPS
Vanguard
Venmo
Verizon
Virgin Hyperloop
Visa
Volkswagen
Volocopter
Volvo
Walmart
Weibo
Xapo
Xiaomi
Yahoo!
Yandex
Zoom
Person
Jeff Bezos
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Platforms
2021 Q1
7.9b world population, 5.8b adults โ age >15yrs (74% of world pop)
Platforms
2021 Q1
8.0b mobile connections, non-IoT SIM cards (102%)
5.3b unique mobile phone users (67%)
Platforms
2021 Q1
7.0b w/ electric power (90%)
Platforms
2021 Q1
5.8b w/ access to working/adequate toilets (74%)
Platforms
2021 Q1
4.2b active smartphone users (53%), 0.4b 5G smartphones in 2020
~2b Android, ~1b iPhones, ~1b Chinese Android
Platforms
2021 Q1
Q4 2020 sales (units): ๐ฅApple ๐ฅSamsung ๐ฅXiaomi
iPhone 12 = #1 selling smartphone
smartphone trade-in: 3.2 avg age, $138 avg value (22% YoY)
mkt sh: India=Xiaomi (26%), Africa=Transsion (48%)
Platforms
2021 Q1
4.0b (51%) have access to global navigation satellite system
๐บ๐ธ=GPS ๐จ๐ณ=BeiDou ๐ท๐บ=GLONASS ๐ช๐บ=Galileo ๐ฎ๐ณ=NavIC
Platforms
2021 Q1
2.4b bikes (31%), Copenhagen 2016: 1st time bikes in street > cars
Platforms
2021 Q1
1.6b cars (21%), keeps rising, of which 13m EV (0.7% of cars)
Platforms
2021 Q1
1.4b PCs (17%) = 1.1b Windows, 0.2b Mac + Linux
Q4 2020 sales +11% YoY, 47% = Lenovo + HP
Platforms
2021 Q1
0.4b (5.7%) wearables: earwear, wristbands, watches, others
2018 sales: earwear = 0.6x watches. 2019: earwear = 1.8x watches
Platforms
2021 Q1
0.4b smart speakers (5.1%). USA: 1 per household
Skills
2021 Q1
44% of GDP is just people working, and that's completely unoptimized
Skills
2021 Q1
80% of the global workforce does not sit behind a desk (deskless)
>25% of adults *unable* to use a cpu (2b people) vs 1.1b+ illiterate
Skills
2021 Q1
37% rural cpu/internet access โ barrier to participation in XXI society
Skills
2021 Q1
learn to sell, learn to build. If you can do both โ unstoppable
OnlyFans: 1m creators, 120m users, $2b paid to creators in 4yrs
Substack: 1m active readers, 500k paying, #1 publisher ~$5m/yr
Gumroad: 28k creators, 486k customers, $142m paid in 2020 to creators
Twitter's Super Follow: charge followers for exclusive content
LinkedIn's Marketplaces: offer/book freelance services (eg accounting)
Skills
2021 Q1
$1.6t in student debt vs $10.3t in mortgage debt
avg 4yrs public college undergrad > USA median household income
Skills
2021 Q1
most teachers = not that good, univ = not monopoly on good teachers
great teachers: reach more people + make more $ โ online classrooms
$1b earned by 100k instructors sharing knowledge at teachable.com
Skills
2021 Q1
190m children out of school due to Covid, 1.7m USA kids = homeschool
Skills
2021 Q1
77m "learners" using Coursera (13 degrees), 10% USA univ = fully online
Skills
2021 Q1
24m software dev (0.3% world pop), 40% of K-12 USA = code.org account
jobs that require STEM skills/understandings are expanding
Skills
2021 Q1
6.7% USA unemployed, 3.3m cashiers, 1.5m WMT employees, 1.5m RE agents
Internet
2021 Q1
4.7b active internet users (59% of world pop), 4.3b *mobile* users
the internet is still bigger than anyone realizes
billions of people not online, or canโt access in own language
Internet
2021 Q1
separate *mobile* internets: ๐จ๐ณ=990m ๐ฎ๐ณ=750m ๐บ๐ธ=290m ๐ช๐บ=280m
โ rights: ๐จ๐ณNew IP ๐ฎ๐ณPDPA/Aadhaar ๐บ๐ธCCPA/COPRA ๐ช๐บGDPR/ePrivacy
regulation to accelerate the fragmentation of the global internet
Internet
2021 Q1
4.1b email users (88%), 4.2b social media users (90%) +13% YoY
MAU: 2b YouTube (20% *all mobile* traffic), 440m BBC, 430m Reddit
Internet
2021 Q1
speeds: fastest 5G=354Mbps, avg broadband=100Mbps, avg mobile=50Mbps
India broadband internet rollout by subs: urban=101%, rural=34%
Internet
2021 Q1
FCC to auction spectrums for 5G, bidding-war: $45b Verizon, $23b AT&T
Internet
2021 Q1
5G: 25% pop covered (vs 4G=85%), 400m subs. ๐จ๐ณ=0.8m 5G base stations
33% of 5G budget โ *smart* factories/ports = industrial-scale IoT
Internet
2021 Q1
connected IoT devices: 11b short-range, 1.9b wide-area (cellular)
cars, machines, meters, sensors, POS terminals, wearables, etc
IoT connections today: 2G/3G > 4G, industrial IoT just starting
Internet
2021 Q1
3.3k satellites (comms + obs): ๐บ๐ธ=1.9k(56%) ๐จ๐ณ=412(12%) ๐ท๐บ=176(5.2%)
internet constellations: SpaceX=1.4k Planet=206 OneWeb=146
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