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Platforms 2021 Q3
  • 7.9b world population, 5.9b adults → age >15yrs (75% of world pop)
    • Platforms 2021 Q3
  • 8.0b mobile connections, non-IoT SIM cards (102%)
    5.3b unique mobile phone users (67%)
    • Platforms 2021 Q3
  • 7.1b w/ electric power (90%)
    • Platforms 2021 Q3
  • 5.8b w/ access to working/adequate toilets (74%)
    • Platforms 2021 Q3
  • 4.2b active smartphone users (53%), 0.4b 5G smartphones in 2020
    ~2b Android, ~1b iPhones, ~1b Chinese Android
    • Platforms 2021 Q3
  • 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 (28%), Africa=Transsion (48%)
    • Platforms 2021 Q3
  • 4.0b (51%) have access to global navigation satellite system
    🇺🇸=GPS 🇨🇳=BeiDou 🇷🇺=GLONASS 🇪🇺=Galileo 🇮🇳=NavIC
    • Platforms 2021 Q3
  • 2.4b bikes (31%), Copenhagen 2016: 1st time bikes in street > cars
    • Platforms 2021 Q3
  • 1.6b cars (20%), keeps rising, of which 14m EV (0.8% of cars)
    • Platforms 2021 Q3
  • 1.4b PCs (18%) = 1.1b Windows, 0.2b Mac + Linux
    Q4 2020 sales: +11% YoY, 47% = Lenovo + HP
    • Platforms 2021 Q3
  • 0.4b (5.7%) wearables: earwear, wristbands, watches (3.6%), others
    2018 sales: earwear = 0.6x watches. 2019: earwear = 1.8x watches
    • Platforms 2021 Q3
  • 0.4b smart speakers (5.1%). USA: 1 per household
    • Skills 2021 Q3
  • 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 Q3
  • 25m software dev (0.3% world pop), 750m excel users, 150m google sheets
    60m of K-12 (USA) = code.org account, 1.7m USA kids = homeschool
    • Skills 2021 Q3
  • 44% GDP (USA) = people working (wages/salaries), completely unoptimized
    🇺🇸 60m gigworkers, 7.7m unemployed, 3.3m cashiers, 1.5m RE agents
    • Skills 2021 Q3
  • 82m "learners" using Coursera (56 degrees), 10% USA univ = fully online
    • Skills 2021 Q3
  • half-life of skills: 5yrs professional, 3yrs technical
    to get ahead / not fall behind → be constantly learning
    • Skills 2021 Q3
  • current work culture, remnant of ind age → unsuited for information age
    steady/monotonous vs creativity: sprint when inspired + rest/repeat
    • Skills 2021 Q3
  • learn to sell, learn to build. If you can do both → unstoppable
    OnlyFans: 1m creators, 120m users, $3.2b paid to creators in 4yrs
    Substack: 1m active readers, 500k paying, #1 publisher ~$5m/yr
    • Skills 2021 Q3
  • $1.6t in student debt vs $10.3t in mortgage debt
    avg 4yrs public college undergrad > USA median household income
    • Skills 2021 Q3
  • Income Sharing Agreements (ISA): educational financing away from debt
    modern forms of equity finance for their personal growth and needs?
    vertically integrated risk: bootcamps = financing + edu in same org
    income tax ≈ ISA with the rest of the citizens of the country
    • Internet 2021 Q3
  • 4.7b active internet users (59% of world pop), 4.3b *mobile* users
    billions of people not online, or can’t access in own language
    • Internet 2021 Q3
  • separate *mobile* internets: 🇨🇳=1b 🇮🇳=980m 🇺🇸=290m 🇪🇺=290m
    ≠ rights: 🇨🇳New IP 🇮🇳PDPA/Aadhaar 🇺🇸CCPA/COPRA 🇪🇺GDPR/ePrivacy
    • Internet 2021 Q3
  • 4.2b social media users (90%) +13% YoY, 4.1b email users (88%)
    MAU: 2b YouTube (20% *all mobile* traffic), 440m BBC, 430m Reddit
    • Internet 2021 Q3
  • speeds: fastest 5G=354Mbps, avg broadband=110Mbps, avg mobile=57Mbps
    India broadband internet rollout by subs: urban=101%, rural=34%
    • Internet 2021 Q3
  • 5G: 30% pop covered (vs 4G=85%), 400m subs. 🇨🇳=0.9m 5G base stations
    33% of 5G budget → *smart* factories/ports = industrial-scale IoT
    • Internet 2021 Q3
  • $500m 5G in aviation to grow at +50%/yr to $4b by 2026E
    • Internet 2021 Q3
  • connected IoT devices: 12b short-range, 2.1b wide-area (cellular)
    cars, machines, meters, sensors, POS terminals, wearables, etc
    IoT connections today: 2G/3G > 4G, industrial IoT just starting
    • Internet 2021 Q3
  • Blues Wireless: $49 for the device-to-cloud module, $0 after
    IoT for all: embedded to hardware → connect to internet no WiFi
    • Internet 2021 Q3
  • 4.1k satellites (comms+obs) +30% YoY: 🥇🇺🇸=61% 🥈🇨🇳=11% 🥉🇷🇺=4.1%
    internet constellations: SpaceX=1.7k OneWeb=256 Planet=206