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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
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Nations
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Platforms
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Tag
5g
ads
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ai
android
api
app stores
batteries
bikes
CAGR
covid-19
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employees (full-time equivalent)
fintech
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gps
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id
IoT
iphone
ipo
language
lidar
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market capitalization
micromobility
mobiles
monthly active users (MAU)
open source
population
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r&d
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saas
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self driving vehicles
semiconductors
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test
unicorn
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wearables
Geo
africa
australia
bangladesh
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canada
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denmark
europe
european union
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india
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AngelList
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bitcoin
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CATL
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Desktop Metal
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Disney
DJI
Donkey Republic
Dropbox
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Electrify America
facebook
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Github
GM
Google
Grab
Hardt Hyperloop
Honda
HP
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IBM
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Lenovo
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Lime
London Stock Exchange
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MicroAcquire
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NSO Group
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OnlyFans
Panasonic
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Raspberry Pi
Reddit
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Routematch
Segment
SharesPost
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Slack
SMIC
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Tencent
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Twilio
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Credit
2021 Q3
Adyen: $0.5t tx volume 2021E, including McDonaldβs, Dominoβs Pizza, Uber
Credit
2021 Q3
31%=pop w/ credit scores, 78%=πΊπΈ (0.2b FICO scores, 0.4k agencies v π¨π³=1)
Credit
2021 Q3
AntGroup (Alipay) to split payment biz from loans biz, orders of π¨π³ govt
Credit
2021 Q3
50m using crypto, decentralized ID β credit scores for all 5.8b adults?
$15b AUM by BlockFi, loans guaranteed by bitcoin and ethereum
Coinbase: bitcoin-backed fiat loans, <$20k @ 8%, collateral <30% btc
Aave: open-source non-custodial lending protocol, $2b in flash loans
Commerce
2021 Q3
v1: ppl go to shops. v2: shops must go to ppl. v3: ppl will be shops...
97% of car purchases β online research, auto ecom penetration <2%
FastGrowingTrees.com 1.2k trees/plants/shrubs delivered in 3 days
Commerce
2021 Q3
e-commerce readiness index 2020: π₯=π¨π π₯=π³π± π₯=π©π°
Commerce
2021 Q3
consumer goods ARPU/yr: π₯π°π·=$2.0k π₯π¨π=$1.9k π₯π¬π§=$1.7k
Commerce
2021 Q3
China 2021E: $2.8t online sales, 52% of retail sales, 80% mobile
π¨π³ rules global consumption, retail spending 2019 = 92% πΊπΈ
vs USA: $1t online sales, 15% of retail sales, 45% mobile
vs UK: 28% of retail sales, 40% when excluding grocery
Commerce
2021 Q3
Nike.com: #1 fashion site, 150m/mo, 30% of sales=ecomm
π¨π³ 22 consecutive quarters of double-digit revenue growth
Commerce
2021 Q3
Doordash: from 5% to 50% mkt sh in 18mo, speed matters
Commerce
2021 Q3
11k stores permanently disappeared from UK's high streets in 2020
Commerce
2021 Q3
App Store: $72b/yr 2020 rev (1.9x Google), $138 in-app per iPhone
apps w/ live streaming feat = 75% of spending, top 25 social apps
Commerce
2021 Q3
Shopify: 1.7m merchants, 175 geos, $200b GMV 2021E
Commerce
2021 Q3
20% commerce during holidays = e-commerce
Commerce
2021 Q3
8.2m Walmart+ @ $98/yr, free same day deliveries, acq 1% of Rakuten
$75b/yr sales Walmartβs e-commerce biz 2021E = all Target's sales
Commerce
2021 Q3
πΊπΈ GMV β21E: $370b=AMZN,$65b=WMT,$39b=eBay,$44b=Apple,$20b=BestBuy
Capital
2021 Q3
60% Fortune 500 co in 2000 β not F500 anymore, co half-life βββββ
USA: +30m biz, only ~4.5k listed β $55t mkt cap
world: top 5 co by mkt cap: hq=πΊπΈπΈπ¦, ex=US/SA, comp adv=tech/oil
Capital
2021 Q3
S&P500 mkt cap: Ξ£ top 5 β 20% β Ξ£ bottom 335 β $8.7 *trillion*
Capital
2021 Q3
819 tx (<$92m) reported by 5 big tech co (USA), 2010-2019, 1/week/co
77% of acq = voting security (control), asset, hiring events
Capital
2021 Q3
primary reason to go public: yesterday=liquidity, now=acquire companies
liquidity now: secondary options. while pub-priv M&A β painful
780 IPOs YTD (USA), $260m avg size, 20 2x on 1st day of trading
$0.2t underpriced IPOs (1980-YTD) β SEC β direct listing w/ *new* $
Capital
2021 Q3
private β public market countdown to single capital market
exchanges: CartaX, SharesPost, NASDAQ private mkt, Pulley (Stripe)
Capital
2021 Q3
$1.2t in VC AUM: π₯N.America=$532b, π₯Asia=$522b π₯ Europe=$127b
Capital
2021 Q3
USA VC by state: π₯=CA π₯=NY π₯=MA ; >$3b/yr=WA,TX,NC ; >$2b/yr=FL,IL,CO
Capital
2021 Q3
platforms enabling startup creation: angel investments 3x in 2010-2020
AngelList: $3b in AUM, 6k syndicates, 10m angels/entrepreneurs
100k buyers in MicroAcquire, +AngelList build syndicate β buy company
Capital
2021 Q3
$15t AUM by BlackRock+Vanguard+StateSt β β₯20% ownership in 98% S&P500
Capital
2021 Q3
$2t PE dry powder 2020, $1t/yr raised 2015-2020, direct lending +726%
Capital
2021 Q3
UK govt: new rules facilitate list on the London Stock Exchange + SPAC
Twilio
2021 Q3
#1 real time telecom infra w/o geo boundaries + software like margins
enabling developers to build real-time comms into software apps
3b+ phone numbers in 180 countries, 2.3b/day emails handled
Twilio
2021 Q3
avg gross margin: 89% app services, 87% email, 74% voice, 45% message
relations/contracts w/ every phone carrier and telco in the world
plug & play experience, zero sense to renegotiate all of those deals
Twilio
2021 Q3
$4t global IT budget: 36% communications vs 10% software, 5% cloud
covid: β companies using live chat for the *first time*
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