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Year
2020
Quarter
Q2
Category
Drivers of Creative Destruction
Winners Take All
Disruption of the Incumbents
Section
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Apple
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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%)
5.2b unique mobile phone users (67%)
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%)
~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
Platforms
2020 Q2
India surpasses USA → #2 largest smartphone market
Xiaomi (30% mkt sh) #1 for 10 qtrs, Vivo (17%) beats Samsung (19%)
Platforms
2020 Q2
1.6b cars (20%), of which EV = 0.5%
car ownership is rising, not declining, on track to 2b
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
Platforms
2020 Q2
0.2b smart watches (2.6%). 21% USA pop owns wearable
Tencent
2020 Q2
#1 gaming company in the world: by revenue and users
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
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
$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
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
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
Skills
2020 Q2
YouTube: full of rewindable (patience = ∞) instructors/teachers
Skills
2020 Q2
64m "learners" using Coursera, 20 accredited degrees offered
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
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