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Platforms 2020 Q3
  • 7.8b world population, 5.8b adults → age >15yrs (74% of world pop) flattening the curve
  • Platforms 2020 Q3
  • 8.0b mobile connections, non IoT SIM cards (102%)
    5.2b unique mobile phone users (67%)
  • Platforms 2020 Q3
  • 7.1b w/ electric power (90%)
  • Platforms 2020 Q3
  • 5.8b w/ access to working/adequate toilets (74%)
  • Platforms 2020 Q3
  • 4.1b active smartphone users (53%)
    ~2b Android, ~1b iPhones, ~1b Chinese Android
    135m devices using KaiOS, now 3rd mobile OS after Android and iOS  BB comeback?
  • Platforms 2020 Q3
  • Q2 2020 sales (units): 🥇Huawei🥈Samsung 🥉Apple
    -20.4% Q2 YoY, but -0.4% for Apple (from: Android → to: iPhone SE)
    HMD sold 70m 'Nokia w/ Android' phones in 2019, 240m to date long live Nokia!
  • Platforms 2020 Q3
  • #2 smartphone market: India > USA, Xiaomi (29% mkt sh) #1 for 11 qtrs 
  • Platforms 2020 Q3
  • 2.0b bikes (31%), Copenhagen 2016: 1st time bikes in street > cars
  • Platforms 2020 Q3
  • 1.6b cars (20%), of which EV = 0.5% 
    car ownership is rising, not declining, on track to 2b 
  • Platforms 2020 Q3
  • 1.2b PCs (15%) = 1.1b Windows, 0.2b Mac + Linux paper 2.0
    50% of new PC sales (Q2 2020) = Lenovo + HP
  • Platforms 2020 Q3
  • 0.6b (7.3%) wearables: earwear, wristbands, watches, others
    2018 sales: earware = 0.6x watches. 2019: earware = 1.8x watches 250% growth!
  • Platforms 2020 Q3
  • 0.3b smart speakers (3.8%). USA: 1 per household 
  • Tencent 2020 Q3
  • #1 gaming company in the world: by revenue and by users must read
    gaming revenue: mobile = 2.4x PC/Mac = 2.9x home consoles
  • Tencent 2020 Q3
  • #1 corp dev team to *own* content: 100% Riot (LoL=$5.5b rev in Q2)
    <100%: Supercell (CoC), Grinding Gears (PoE)
    <50%: Epic (Fortnite), PocketGems, Fatshark, SEA (Garena)
    <15%: Glu, Activision, Bluehole (PUBG), Discord, Ubisoft, Paradox
  • Tencent 2020 Q3
  • #1 mobile OS for the Chinese economy: 1.2b+ MAU on WeChat & Weixin
    Chinese users spend ~4hrs/day > USA users Σ social media apps
    433 days to 100m users, vs 5.5yrs Facebook, vs 4yrs Twitter
    app ecosystem: 2.4m mini programs w/ 400m DAU, 1.5m developers PMF
  • Tencent 2020 Q3
  • Trump executive order restricting WeChat: 19m DAU in USA link
  • Tencent 2020 Q3
  • #1 mobile payment platform 🇨🇳: 1b/tx/day, 800m MAU, 50m merchants
  • Tencent 2020 Q3
  • Tencent's fintech biz: if stand alone → 🇨🇳 #4 largest public co
  • Tencent 2020 Q3
  • $112b AUM on wealth mgmt platform LiCaiTong, 100m users
  • Tencent 2020 Q3
  • #1 tech investor, portfolio of >700 co: 160+ unicorns
    18% JD.com, 5% Tesla, 5% Afterpay, 5% Reddit, 9% Spotify
    many of today’s top internet assets + free call option new world BH was investing in airlines 
  • Tencent 2020 Q3
  • 114m TencentVideo subs, #4 video app by rev 2010-2019, #3 in 2019
  • Tencent 2020 Q3
  • $3b in R&D (2019): cloud business makes $2.4b with 1m paying users
    $70b (>10% mkt cap) 5yr plan: cloud computing, AI, IoT, cyber
  • Skills 2020 Q3
  • 80% of the global workforce does not sit behind a desk (deskless) Genius
  • Skills 2020 Q3
  • >25% of adults *unable* to use a cpu (2b people) vs 1b+ illiterate
  • Skills 2020 Q3
  • 1.3b children out of school due to Covid, 1.7m USA kids = homeschooled
  • Skills 2020 Q3
  • school: start w/ basics + expand to curiosity
    self-directed online learning: start w/ curiosity + expand to the basics
  • Skills 2020 Q3
  • Bloom '84: avg student w/ tutoring 98% *above* conventional class
    but, individualized instruction too expensive. In 1984, but now? must read
  • Skills 2020 Q3
  • jobs that require STEM skills/understandings are expanding STEM students!
    2012 fed report: need 1m additional STEM bachelor’s to meet demand Figure D-1
    fastest growing job (LinkedIn): AI Specialist, 74% CAGR 2016-2020
  • Skills 2020 Q3
  • 20m software dev (0.4% world pop), 40% of K-12 USA = code.org account
  • Skills 2020 Q3
  • Schleifer et al 1991: teamwork is unattractive to superstars not dead
    learn to sell, learn to build. If you can do both → unstoppable lessons from evolution
    people only buy: time, money, sex, approval/peace of mind