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Year
2021
Quarter
Q3
Category
Drivers of Creative Destruction
Winners Take All
Disruption of the Incumbents
Section
Amazon
Apple
Asia
Bitcoin
Blockchain
Borders
Capital
Cloud
Commerce
Communications
Credit
Deception
EV
Facebook
Internet
Manufacturing
ML
Nations
OS
Platforms
Rides
Robots
Skills
Square
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Uber
Tag
5g
ads
aerospace
ai
android
api
app stores
batteries
bikes
CAGR
covid-19
delivery services
employees (full-time equivalent)
fintech
gold
gps
healthcare
household
id
IoT
iphone
ipo
language
lidar
logistics
maps
market capitalization
micromobility
mobiles
monthly active users (MAU)
open source
population
privacy
r&d
religion
saas
satellites
search
self driving vehicles
semiconductors
storage
surveillance
test
unicorn
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wearables
Geo
africa
australia
bangladesh
brazil
canada
china
denmark
europe
european union
france
germany
great britain
india
indonesia
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japan
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netherlands
nigeria
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pakistan
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spain
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Organization
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Alibaba
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Bank of America
BBC
bitcoin
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CATL
Cessna
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Desktop Metal
Discord
Disney
DJI
Donkey Republic
Dropbox
DuckDuckGo
Electrify America
facebook
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Github
GM
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Grab
Hardt Hyperloop
Honda
HP
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IBM
Intel
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Lenovo
LG
LG Energy
Lime
London Stock Exchange
Lyft
MicroAcquire
Microsoft
Nokia
NSO Group
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OnlyFans
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Reddit
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Routematch
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Twilio
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Uber
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โ Found in
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Rides
2021 Q3
๐ฉ๐ฐ Donkey Republic: 13.6k bikes, 132k users, +60 cities, 14 countries
Rides
2021 Q3
๐ฉ๐ช Aviation Ind + Deuthsche Bahn plan: 20% domestic โ๏ธ (+4m pax) โ ๐
Rides
2021 Q3
Hardt Hyperloop: plan to connect Amsterdam to ๐ช๐บ cities @ ~1,000km/h
Virgin Hyperloop: 1st human test โ pod traveling at a 160km/h
Rides
2021 Q3
16-sep-21 to 17-sep-21: $DASH mkt cap > $UBER, (2018 UberEats 3x Dash)
Rides
2021 Q3
GSA + Uber/Lyft: 5yr contract, 4m fed employees, $0.2b budget, -3% rate
Rides
2021 Q3
Lyft #1 bikeshare operator in N. America: 48k bikes at $0.15/min
Rides
2021 Q3
micromobility: electric motorized vehicles <230kg for trips <8km
$1b into new bike lanes (2,300km) in Europe during lockdown
Rides
2021 Q3
new hot asset: curb. 30% traffic = searching to pull over along the curb
mapping out all curbs: incl parking signs, fire hydrants, bike lanes
Rides
2021 Q3
Google rolls out new street-level details in Tokyo, SF, NY, London
Rides
2021 Q3
NASA + Aerion: supersonic commercial flights at Mach 3 to Mach 5
Rides
2021 Q3
independent-developed supersonic jets: Mach 5=Hermeus, M2.2=Boom XB-1
Communications
2021 Q3
text messaging โ most used data service in the world
Communications
2021 Q3
480 undersea cables: Google owns 14, $FB's 2Africa project = 37k km
Facebook feat Google: undersea cables USโIndonesiaโSingapore
Communications
2021 Q3
Tor network: 5k nodes, 750k/day Internet users (#1 USA, #2 Italy)
Communications
2021 Q3
Pegasus spyware (๐ฎ๐ฑNSO Group) surveillance tool sold to gov intel agency
remotely extract stored/real-time data from phones w/o tipping user
DIY on-site private 5G network, open-source software + $5k hardware
๐ช๐บ ISDNโVoIP phase out by 2025. 6G R&D 'Hexa-X' project led by Nokia
Communications
2021 Q3
web:๐ฅ๐ฌ๐ง=63% ๐ฅ๐ท๐บ=7% ๐ฅ๐น๐ท=4% v spoken(ex๐จ๐ณ๐ฎ๐ณ):๐ฅ๐ฌ๐ง=1.3b ๐ฅ๐ช๐ธ=0.5b ๐ฅ๐ธ๐ฆ=0.3b
Communications
2021 Q3
76% of sites using https. Let's Encrypt: 175m certificates, 265m sites
Communications
2021 Q3
NASA's 'heartbeat' biometric tech to verify ID based on cardiac data
Communications
2021 Q3
48m T-Mobile USA prospective/current/former customers database hacked
name, DOB, SSN, address, drivers license, plaintext security PIN
Communications
2021 Q3
Mozilla VPN @ $5/mo (servers in 30 geos) โ WireGuard standard
Tailscale's network = no corp VPN, no LAN w/ unencrypted traffic
Amazon WorkSpaces (Amazon Client VPN) grew 33% in 2020
Nigeriaโs federal government suspended access to Twitter
Communications
2021 Q3
500m/mo on Telegram (1b d/l in Aug), potential IPO
1m links to Telegram groups shared on dark web forums, +5x YoY
Communications
2021 Q3
350m/mo on Zoom v 145m/mo on Microsoft Teams v 140m/mo on Discord
Credit
2021 Q3
1.7b remain unbanked (17%), 50% in ๐ง๐ฉ๐จ๐ณ๐ฎ๐ณ๐ฎ๐ฉ๐ฒ๐ฝ๐ณ๐ฌ๐ต๐ฐ untapped mkt!
Credit
2021 Q3
94% Ivory Coastโs high school students (1.9m) pay tuition via mobile
only 19% of the countryโs 25m people have a bank account
Credit
2021 Q3
1952 barcodes, 1994 quick response codes "QRcodes" (100x more data)
2010s QRcode + smartphone = scan โ weblink. 2020 QRcodes + c19 = ๐ฅ
Credit
2021 Q3
๐จ๐ณ 2010 = 99% tx in cash. 2020=41% < ๐ฏ๐ต. #1 ๐ธ๐ช = 9% (ekrona โ 2022)
cheque # pymnts: ๐บ๐ธ(2018)=14,500m v ๐ฌ๐ง(2020)=185m v ๐ธ๐ช(2019)=0.0004m
Credit
2021 Q3
Visa + Mastercard + UnionPay > 96% mkt sh, avg fee: 3.61%/tx
USA poor: 10% of income = fees+tx costs = spent on food = $140b/yr
Credit
2021 Q3
BNPL (Buy Now Pay Later) after the $8t credit card mkt: 5m users in UK
90% of cards held by AfterPay = debit. Millennials don't use credit
Credit
2021 Q3
PayPal: 0.4b accts, 32m merchants, 70m Venmo users, $15b in loans
Credit
2021 Q3
Apple Pay: ๐บ๐ธ=45m users, launching: QR code payments + Apple Card ๐ฆ๐บ๐ช๐บ
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