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Communications 2020 Q2
  • 100m MAU on Discord: announces shift from gaming to communications
    • Credit 2020 Q2
  • 1.7b remain unbanked (17%), 50% in 🇧🇩🇨🇳🇮🇳🇮🇩🇲🇽🇳🇬🇵🇰 untapped mkt!
    • Credit 2020 Q2
  • when cash tx <7% → cash mgmt cost > mg  profit on that cash sale
    🥇🇳🇴=11% vs 🇺🇸=26%, 🇸🇪 begins e-krona pilot project
    • Credit 2020 Q2
  • Visa + Mastercard + Amex > 96% mkt sh, avg fee: 3.61%/tx
    USA poor: 10% of income = fees+tx costs = spent on food = $140b/yr
    • Credit 2020 Q2
  • China’s new system: digital wallets replaced cards/cash at registers
    inception to dominance in 10yrs, leapfrogged magnetic cards
    QR = only merchants or customer connected for a tx, no card terminal
    disintermediates bankcentric card-based model w/o marketplace
    • Credit 2020 Q2
  • >1b MAU *each* Alipay + WeChat Pay, accepted in 40 countries (10 in 🇪🇺)
    Alipay+TransferWise send remittances using recipient’s Alipay ID
    • Credit 2020 Q2
  • Apple Pay: 0.4b users, 5% card tx. 🥇🇺🇸=30m users, 70% retail accepts
    • Credit 2020 Q2
  • PayPal: 0.3b accts, 24m merchants, $10b in loans, 52m Venmo App users
    • Credit 2020 Q2
  • Adyen: 100m biz, including McDonald’s, Domino’s Pizza, Uber
    • Credit 2020 Q2
  • Square: 90m profiles, 24k shops, $7b in loans, 24m Cash App users
    stimulus checks → Cash App, april = #1 month by direct-deposit volume
    • Credit 2020 Q2
  • Amazon+GSachs: loans to SME. Amazon Lending $0.9b since 2011
    • Credit 2020 Q2
  • 31% global adult pop w/ credit scores, 78% in USA (200m FICO scores)
    • Credit 2020 Q2
  • 50m users crypto today, decentralized ID → credit scores for all 5.8b adults ?
    • Credit 2020 Q2
  • $0.7b AUM by BlockFi, loans guaranteed by bitcoin and ethereum
    • Commerce 2020 Q2
  • everything the internet did to media is happening to retail
    contraction in physical retail is more pronounced than increase in digital
    • Commerce 2020 Q2
  • Craigslist (founded '95): $1b/yr, FTE=30, owners=2
    • Commerce 2020 Q2
  • Shopify: 1m merchants, 175 geos, $60b GMV, $1.5m/s BF+CM global sales
    years of offline-to-online migration + COVID = several weeks
    handling Black Friday-level traffic *every day*
    joins Libra + merchants can accept 1.8k cryptocurrencies
    • Commerce 2020 Q2
  • consumer goods (ex content) ARPU/yr: 🥇🇰🇷=$1.4k 🥈🇺🇸=$1.4k 🥉🇬🇧=$1.3k
    e-commerce readiness index 2019: #1🇳🇱...#5🇬🇧...#13🇺🇸...#19🇰🇷
    🇺🇸 23.5 retail sq ft per capita ≈5x🇫🇷 ≈8x🇨🇳 ≈10x🇩🇪
    • Commerce 2020 Q2
  • China 2020E: $2.1t online sales, 41% of retail sales, 80% mobile
    vs USA: $0.7t online sales, 14→27% of retail sales, 44% mobile
    • Commerce 2020 Q2
  • Apple App Store: $55b/yr rev, $100 in-app spending per active iPhone
    2019: 500m visits/wk, 2m apps, $0.5t GMV, $155b to developers
    vs Google Play: $29b/yr rev, $30 in-app spending per active device
    • Commerce 2020 Q2
  • WMT sh price since acq Jet.com = 2x, +37% '19 e-comm sales (74% Q1 '20)
    Shopify partnership = 1.2k merchants to Walmart.com (120m visits/mo)
    • Commerce 2020 Q2
  • WhatsApp for Business adds catalogues to enable mobile commerce
    • Commerce 2020 Q2
  • Target: 3.2k in-house software engineers, $0.6b acq of Shipt (2017)
    • Commerce 2020 Q2
  • 44m use food deliv apps (USA 2019): ~26%≈DoorDash≈Grubhub≈UberEats
    • Capital 2020 Q2
  • USA: 6m biz <500 FTE, 20k ≥500 FTE, 7k co NYSE+NASDAQ ($42t mkt cap)
    60% Fortune 500 co in 2000 → not F500 anymore
    • Capital 2020 Q2
  • top 5 co by mkt cap: hq=🇸🇦🇺🇸, exchange=SA/USA, comp adv=oil/tech
    • Capital 2020 Q2
  • S&P500 mkt cap: Σ top 5 ≈ 20% ≈ Σ bottom 342 = $6.1 *trillion*
    $4.2t cash + cash eq held by non-financial USA corp biz
    • Capital 2020 Q2
  • USA ($133b) now 52% of global VC ($257b), down from 84% in 2004
    $120b in "dry powder" by USA VCs = 90% of 2019 investments
    • Capital 2020 Q2
  • 13 states $b/yr VC ecosystem, Q1 '20: 🥇CA=$15b 🥈MA=$3.5b 🥉NY=$2.9b
    • Capital 2020 Q2
  • $1.4t in "dry powder" by USA OE funds, $0.4t invested in 2019