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Platforms 2020 Q2
  • 7.8b world population, 5.8b adults → age >15yrs (74% of world pop)
  • Platforms 2020 Q2
  • 8.0b mobile connections, SIM cards (102%) report 1
    5.2b unique mobile phone users (67%) report 2
  • Platforms 2020 Q2
  • 7.1b w/ electric power (90%)
  • Platforms 2020 Q2
  • 5.8b w/ access to working/adequate toilets (74%)
  • Platforms 2020 Q2
  • 4.1b active smartphone users (53%) still 28% to go
    ~1.1b Chinese Android, ~1.0b Android, ~0.9b iPhones
    135m devices using KaiOS, now 3rd mobile OS after Android and iOS
  • Platforms 2020 Q2
  • Q1 2020 sales (units): 🥇Samsung 🥈Huawei 🥉Apple
    iPhone XR = top-selling smartphone in 2019 = 3% mkt sh XR
  • Platforms 2020 Q2
  • India surpasses USA → #2 largest smartphone market India awakens
    Xiaomi (30% mkt sh) #1 for 10 qtrs, Vivo (17%) beats Samsung (19%) Vivo
  • Platforms 2020 Q2
  • 1.6b cars (20%), of which EV = 0.5%
    car ownership is rising, not declining, on track to 2b maybe accelerating
  • Platforms 2020 Q2
  • 1.2b PCs (15%) = 1.1b Windows, 0.2b Mac + Linux
    46% of new PC sales (Q1 2020) = Lenovo + HP
  • Platforms 2020 Q2
  • 1.0b bikes (13%), Copenhagen 2016: 1st time bikes in street > cars
  • Platforms 2020 Q2
  • 0.5m tablets (6.2%)
  • Platforms 2020 Q2
  • 0.3b smart speakers (3.4%). USA: 1 per household double digit growth
  • Platforms 2020 Q2
  • 0.2b smart watches (2.6%). 21% USA pop owns wearable boom
  • Tencent 2020 Q2
  • #1 gaming company in the world: by revenue and users shut up and take our money
  • Tencent 2020 Q2
  • #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 Q2
  • #1 OS for the entire Chinese economy: 1.2b+ MAU on WeChat & Weixin
    ecosystem: 2.4m mini programs w/ 400m DAU, 1.5m developers
    WMPF WeChat mini-program hardware framework → open for dev access link
  • Tencent 2020 Q2
  • 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, AR
  • Tencent 2020 Q2
  • #1 mobile payment platform 🇨🇳: 1b/tx/day, 800m MAU, 50m merchants
  • Tencent 2020 Q2
  • Tencent's fintech biz: if stand alone → 🇨🇳 #4 largest public co
  • Tencent 2020 Q2
  • $85b AUM on wealth mgmt platform LiCaiTong, 100m users
  • Tencent 2020 Q2
  • active investment portfolio of 800 co (100 in 2019): 160+ unicorns the commonwealth playbook
    $4.5b → DiDi, $1.8b → Tesla (5%), $1.4b → Flipkart, $150m → Reddit
    18% Snap, 12% CICC (bank), 10% Universal Music Group, 8% Spotify
  • Tencent 2020 Q2
  • 112m TencentVideo subs, #4 video app by rev 2010-2019, #3 in 2019 playing monopoly among monopolists
  • Tencent 2020 Q2
  • $3b in R&D (2019): cloud business makes $2.4b with 1m paying users
    $70b (>10% mkt cap) 5yr plan: cloud computing, AI, IoT, cybersecurity
  • Skills 2020 Q2
  • learn to sell, learn to build. If you can do both → unstoppable
    teamwork is unattractive to superstars link
  • Skills 2020 Q2
  • >25% of adults *unable* to use a cpu (2b people) vs 1b+ illiterate
  • Skills 2020 Q2
  • school: start w/ basics + expand to curiosity
    online learning: start w/ curiosity + expand to the basics
    2.4m kids in USA = homeschooled link
  • Skills 2020 Q2
  • YouTube: full of rewindable (patience = ∞) instructors/teachers
  • Skills 2020 Q2
  • 64m "learners" using Coursera, 20 accredited degrees offered link
  • Skills 2020 Q2
  • 51% of USA adults (2019): college = "very important," vs 70% in 2013
  • Skills 2020 Q2
  • $4k = Berkeley MBA 1992 x 25 → $130k in 2020, vs CPI < 2x link