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Platforms 2021 Q1
  • 7.9b world population, 5.8b adults → 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): 🥇Apple 🥈Samsung 🥉Xiaomi
    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
    🇺🇸=GPS 🇨🇳=BeiDou 🇷🇺=GLONASS 🇪🇺=Galileo 🇮🇳=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 → barrier to participation in XXI society
    • Skills 2021 Q1
  • learn to sell, learn to build. If you can do both → 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 $ → 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 can’t access in own language
    • Internet 2021 Q1
  • separate *mobile* internets: 🇨🇳=990m 🇮🇳=750m 🇺🇸=290m 🇪🇺=280m
    ≠ rights: 🇨🇳New IP 🇮🇳PDPA/Aadhaar 🇺🇸CCPA/COPRA 🇪🇺GDPR/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. 🇨🇳=0.8m 5G base stations
    33% of 5G budget → *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): 🇺🇸=1.9k(56%) 🇨🇳=412(12%) 🇷🇺=176(5.2%)
    internet constellations: SpaceX=1.4k Planet=206 OneWeb=146