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Asia 2021 Q3
  • ๐Ÿ‡จ๐Ÿ‡ณ gov't $: $2.4b SMIC's new chip plant, $60b in loans to 1k selected co
    • Asia 2021 Q3
  • # unicorns ๐Ÿ‡บ๐Ÿ‡ธ=233 v ๐Ÿ‡จ๐Ÿ‡ณ=227, #1 by $: ๐Ÿ‡จ๐Ÿ‡ณByteDance=$280b v ๐Ÿ‡บ๐Ÿ‡ธStripe=$96b
    1H 2021 VC funding: ๐Ÿ‡บ๐Ÿ‡ธ=$200b v ๐Ÿ‡จ๐Ÿ‡ณ=$50b
    • Asia 2021 Q3
  • UK Telecom bill: Huawei official ban, remove all equipment by 2027
    • Asia 2021 Q3
  • ๐Ÿ‡ฑ๐Ÿ‡น Defense Deputy Minister: "...not buy new Chinese phones...get rid of
    those already purchased as fast as reasonably possible..."
    • Asia 2021 Q3
  • USA Comm Dept: SMIC, DJI, +60 co ban list (no export ๐Ÿ‡บ๐Ÿ‡ธ tech components)
    SMIC: "will impact our efforts to produce โ‰ค10 nm"
    • Asia 2021 Q3
  • ๐Ÿ‡ฎ๐Ÿ‡ณ+๐Ÿ‡ฏ๐Ÿ‡ต official communications partnership: 5G + undersea cables
    • Asia 2021 Q3
  • ๐Ÿ‡ฎ๐Ÿ‡ณ Trans Minister to $TSLA: โ€œmake cars in ๐Ÿ‡ฎ๐Ÿ‡ณ, sell in ๐Ÿ‡ฎ๐Ÿ‡ณ, export from ๐Ÿ‡ฎ๐Ÿ‡ณโ€
    • Asia 2021 Q3
  • ~10% Foxconn's iPhone assembly/manufacturing: ๐Ÿ‡จ๐Ÿ‡ณ โ†’ ๐Ÿ‡ฎ๐Ÿ‡ณ
    • Asia 2021 Q3
  • not using the internet: India=763b people, China=502b, Pakistan=162b
    • Asia 2021 Q3
  • $250b ๐Ÿ‡ฎ๐Ÿ‡ณ internet mkt cap 2050E: 43% comm + 14% video=educ + 8% fintech
    • Asia 2021 Q3
  • ๐Ÿ‡ฎ๐Ÿ‡ณ government welcomes establishment of a semiconductor foundry
    • Bitcoin 2021 Q3
  • ๐Ÿ first digital/unforgeable/scarce commodity in world history
    15-aug-1971 (50yrs), Nixon suspends USD:gold convertibility
    6-oct-2009 first day BTC had a price: $1 then = $44 *million* today
    7-sep-2021 ๐Ÿ‡ธ๐Ÿ‡ป โ†’ โ‚ฟ official currency, ๐Ÿ in the ๐Ÿ—บ๏ธ, $30 for each user
    • Bitcoin 2021 Q3
  • 1 BTC: >1 USD (Feb-2011), >1 Gold oz (Mar-2017), >24.6x Gold oz (Q3 '21)
    • Bitcoin 2021 Q3
  • the greatest invention for personal freedom since the gun
    fiat: backed by violence, BTC: backed by math โ†’ peaceful revolution
    • Bitcoin 2021 Q3
  • every property is a govt IOU as govts enforce private property rights
    except bearer assets: physically custodied gold and private BTC keys
    priced out of the real estate market, many will turn to bitcoin?
    • Bitcoin 2021 Q3
  • if valid signature โ†’ BTC takes you seriously, no matter who you are
    mathematically responsible in perpetuity, w/o counterparty risk
    • Bitcoin 2021 Q3
  • corp treasury: ๐Ÿฅ‡MSTR=114k ๐ŸฅˆTSLA=43k ๐Ÿฅ‰SQ=8k | #1 ETF: GBTC=0.7m
    • Bitcoin 2021 Q3
  • sovg treasury: ๐Ÿฅ‡๐Ÿ‡ง๐Ÿ‡ฌ=213k ๐Ÿฅˆ๐Ÿ‡บ๐Ÿ‡ฆ=46k ๐Ÿฅ‰๐Ÿ‡ธ๐Ÿ‡ป=700
    • Bitcoin 2021 Q3
  • 51% attack cost: $28b in hardware, $17m/day in elec consumption
    bitcoinโ€™s โ€œelectricity-hungryโ€ consumption โ‰ˆ 0.73% world โ‰ˆ ๐Ÿ‡ต๐Ÿ‡ญ
    • Bitcoin 2021 Q3
  • 12yrs old BTC: 18.8m circulating (90%), 2.2m to mine @ $43.5k
    mined: 78% buy+hold (16% "lost") 22% trading. ฯ€ gold > BTC
    38m active BTC users (0.5% global pop), 0.8m holding โ‰ฅ1.0 BTC
    1995 internet penetration = 0.4% (58% in 2019), just the beginning
    • Amazon 2021 Q3
  • #1 company by R&D: $50b (2021E), growing capex faster than everyone else
    One palm-scanning system launches at Red Rocks Amphitheater
    Inferentia: own custom-designed chips for Alexa cpu, sorry Nvidia
    #1 corporate buyer of renewable energy
    • Amazon 2021 Q3
  • #1 e-retailer USA: 41% mkt sh (5.8x Walmart), 5% of *all* USA retail
    55% units sold = 3rd-party (50% YoY), 50k sellers generating $1m
    213m Prime members, $1.4k/yr avg Prime spend
    opens 100 facilities + hires 125k workers, raises avg wage to $18/hr
    • Amazon 2021 Q3
  • #1 fulfillment co: 67 planes, 500k drivers
    0.5m last mile drivers. carries โ…” of own USA orders โ†’ 85% by 2022
    70% of USA pop within 160km of an Amazon Airport, 54% in May-2020
    ๐Ÿ‡บ๐Ÿ‡ธ: ๐Ÿฅ‡USPS=38% ๐ŸฅˆAMZN=34% ๐Ÿฅ‰UPS=16%
    2k police + fire dept partnered w/ Ring, 48/50 USA states
    Amazon Freight Partner: 1.1k Amazon-branded tractors vs 7.4k Walmart
    • Amazon 2021 Q3
  • #1 cloud infra provider = AWS: 33% mkt sh, $45b rev in 2020, ~6% web
    $10b Project Kuiper: 3k satellite constellation to cover 95% pop
    • Amazon 2021 Q3
  • #1 smart speaker USA: 70% mkt sh, 110m Echoโ€™s sold, 17m in Q4 2020
    • Amazon 2021 Q3
  • #1 e-grocery USA by value: $15b vs $10b Walmart, #2 by %: 30% v 27%
    11 stores using Amazon One: biometric check-out, 1 in London
    • Amazon 2021 Q3
  • #3 ads (10% mkt sh): $20b/yr biz, 56% *product* searches on amazon.com
    • Tesla 2021 Q3
  • #1 valuable carmaker: Tesla = 3.2x Toyota = 6.9x VW โ‰ˆ ฮฃ carmakers
    2020: S&P500 (#5), top valuable brands (#40), first full-yr profit
    among USA carmakers: Teslaโ€™s FTEs = 46% GM = 38% Ford
    26% automotive gross margin, vs 19% VW
    • Tesla 2021 Q3
  • safest vehicles ever tested: NHTSA 5โญ‘ safety ratings all categories
    • Tesla 2021 Q3
  • ๐Ÿ 1m EVs, 1.6m to date, 2020=0.5m, Q2=0.2m, ๐Ÿ‡จ๐Ÿ‡ณ plant rate > 8.7k/week