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Internet 2021 Q3
  • ~95% of USA hospitals using e-Health Records, but data pools in the dark
    dark = *unconnected* by modern data arch of interoperability + APIs
    • Apple 2021 Q3
  • #1 profitable company: 📱 $57b > 🛢️ $49b (Saudi Aramco), first time
    • Apple 2021 Q3
  • 🏁 USA co to $2t mkt cap, $0.2t cash on balance sheet > Iraq GDP
    • Apple 2021 Q3
  • 2.8b devices sold (1.7b active, 1b=iPhones)
    dx channel: Google pays $10b/yr → default search eng on iOS devices
    100% F500 companies use Apple products
    ~25b/mo queries handled by Siri, 1/day per iPhone user
    iOS 14: searching from the home screen = Apple's own search results
    #2 browser: Safari. 24% web traffic mkt sh (10% desktop, 41% tablet)
    • Apple 2021 Q3
  • iPhone: #1 product of all time, 1.9b cumulative sold (since Q2 '07)
    $870 x̄ price (subs biz: new phone every 2yrs) vs $260 for Android
    AZ+GA: first to support digital state IDs (+TSA) on Wallet app
    iPhones+iPads > PCs combined. w/ Apple chips better Intel/Qualcomm
    • Apple 2021 Q3
  • MAU est: 510m Apple Pay, 420m iMessage, 200m Shazam, 20m AppleTV+
    • Apple 2021 Q3
  • 0.2b AirPods sold since '17, 2020=0.1b, if standalone biz → #1 unicorn
    • Apple 2021 Q3
  • 140m Apple Watches sold cum > Σ🇨🇭watchmakers. 40% mkt sh (4x #2)
    • Apple 2021 Q3
  • R&D: 64 LiDAR patents, 100 acqs since '15, $4b invest Hyundai-Kia TBA
    Apple 3D maps: walking w/ AR-powered guidance → London, LA, NY, SF
    Project Titan (2024E): 70 SD-cars (#3 fleet), 154 drivers
    TSMC partnership: M1 chips and micro OLED displays → AR
    M1 chip: Apple Silicon eclipses Intel, ARM arch + AMX coprocessor
    • Facebook 2021 Q3
  • 3.5b used at least one Facebook-family app per mo. ARPU > $10
    • Facebook 2021 Q3
  • Social apps by time spent: Fb, WhatsApp, Instagram, TikTok, Messenger
    Mark: “transition from social media co to a metaverse company”
    #1 global SMB acquisition engine, leveraging product and tools
    Shops: 1m active shops, 250m users. Workplace second only to Slack
    #1 platform for mobile app marketers (2020): Facebook > Google
    200m biz, 12m MAU advertisers. FB Biz Suite for SMEs: x-messaging
    • Facebook 2021 Q3
  • Facebook: 2.8b MAU, 1.8b DAU
    • Facebook 2021 Q3
  • WhatsApp: 2.0b MAU, 50m MAU WhatsApp Biz, desktop app: voice/video calls
    • Facebook 2021 Q3
  • Messenger: 1.3b MAU, 40m biz, biz-ppl preference: 40% chat vs 32% call
    • Facebook 2021 Q3
  • Instagram: 1.2b MAU, 25m biz, #1 platform for influencer mktg > TikTok
    • Facebook 2021 Q3
  • 🇮🇳: #1 geo by FB users, 0.4b WhatsApp users, approval for payments TBA
    Reliance/Jio (🇮🇳#1 physical retailer) integrate ecomm into WhatsApp
    • Facebook 2021 Q3
  • $18b R&D in 2020E, non-ad revenue rose by 72% to $1.8b
    in-house ML chip. general-purpose processors cannot meet FB's needs
    • Facebook 2021 Q3
  • Facebook Reality Labs: 10k people working on AR+VR (1/5 of FTE)
    • Facebook 2021 Q3
  • Facebook Financial (aka F2): payments/commerce, digital wallet/crypto
    $100b in payment volume LTM, ppl-biz in 160 countries, 55 currencies
    🇧🇷 ok for WhatsApp to use Visa/MC networks for P2P money transfers
    26 Diem Association members: Coinbase, Xapo, Shopify, Uber, PayU...
    • Robots 2021 Q3
  • 3m industrial robots (2021) installed base growing 10% YoY
    robots per 10k employee: 🥇🇸🇬=918 🥈🇰🇷=855 🥉🇯🇵=364 … 🌎=113
    industrial robotics mkt by 2026E: $42b machines + $138b systems
    • Robots 2021 Q3
  • 80% world’s warehouses don’t have automation equipment
    BDynamics: human 'Atlas', dog 'Spot', warehouse 'Handle' + 'Stretch'
    • Robots 2021 Q3
  • USA drones (Q3 2021): 0.9m fleet (0.3m commercial), 0.2m cert pilots
    FAA new rules (Apr-21): flights over pop areas at night w/ remote ID
    • Robots 2021 Q3
  • $6b commercial drones market in 2019, projections of $35b by 2026E
    public safety UAS drone-responders: DJI=90% mkt sh, Skydio=10%
    • Robots 2021 Q3
  • 30 nations w/ defensive SD weapons: engagement speed > human
    🇬🇧 Army by 2030: 90k human soldiers + 30k robots
    • Robots 2021 Q3
  • $1.7b LiDAR market, projections of $3b by 2027E
    LiDAR "Moore's law": every 18mo → sensor resolution 2x, price 1/2x
    • Robots 2021 Q3
  • 63 carmakers issued autonomous testing permits by CA DMV
    Cruise + Waymo: ok to charge fee for autonomous services to public
    • Robots 2021 Q3
  • Covid showed the economy's dependence on trucking w/ retiring drivers
    autonomous truck = biggest system update since highway network
    1st rollout candidates: TX, AZ, NM. regulation✔️ weather✔️ roads✔️
    Waymo's long-haul truck goes live
    • Robots 2021 Q3
  • NHTSA new rules: OK to design *without* steering wheels+brake pedals
    • Asia 2021 Q3
  • Jul-2021: centenary of the founding of the Chinese Communist Party (CCP)
    14th Five-Year Plan (2021-25), new major theme: "common-prosperity"
    $15.5b pledge by Alibaba, other to follow
    • Asia 2021 Q3
  • goals: 2025 Made in 🇨🇳, 2030 AI leader, 2035 🇨🇳 standard ∀ XXI techs
    2020 #1 foreign direct investment reicipient: China > USA, 1st time
    2020 AI journal citations: China > United States, first time