Clear Filters β†’ Found in 272 bullets
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Credit 2021 Q3
  • Adyen: $0.5t tx volume 2021E, including McDonald’s, Domino’s Pizza, Uber
    • Credit 2021 Q3
  • 31%=pop w/ credit scores, 78%=πŸ‡ΊπŸ‡Έ (0.2b FICO scores, 0.4k agencies v πŸ‡¨πŸ‡³=1)
    • Credit 2021 Q3
  • AntGroup (Alipay) to split payment biz from loans biz, orders of πŸ‡¨πŸ‡³ 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: πŸ₯‡=πŸ‡¨πŸ‡­ πŸ₯ˆ=πŸ‡³πŸ‡± πŸ₯‰=πŸ‡©πŸ‡°
    • Commerce 2021 Q3
  • consumer goods ARPU/yr: πŸ₯‡πŸ‡°πŸ‡·=$2.0k πŸ₯ˆπŸ‡¨πŸ‡­=$1.9k πŸ₯‰πŸ‡¬πŸ‡§=$1.7k
    • Commerce 2021 Q3
  • China 2021E: $2.8t online sales, 52% of retail sales, 80% mobile
    πŸ‡¨πŸ‡³ rules global consumption, retail spending 2019 = 92% πŸ‡ΊπŸ‡Έ
    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
    πŸ‡¨πŸ‡³ 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 Walmart’s e-commerce biz 2021E = all Target's sales
    • Commerce 2021 Q3
  • πŸ‡ΊπŸ‡Έ GMV β€˜21E: $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 ↓↓↓↓↓
    USA: +30m biz, only ~4.5k listed β‰ˆ $55t mkt cap
    world: top 5 co by mkt cap: hq=πŸ‡ΊπŸ‡ΈπŸ‡ΈπŸ‡¦, ex=US/SA, comp adv=tech/oil
    • Capital 2021 Q3
  • S&P500 mkt cap: Ξ£ top 5 β‰ˆ 20% β‰ˆ Ξ£ bottom 335 β‰ˆ $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 βœ“ direct listing w/ *new* $
    • Capital 2021 Q3
  • private ⋃ public market countdown to single capital market
    exchanges: CartaX, SharesPost, NASDAQ private mkt, Pulley (Stripe)
    • Capital 2021 Q3
  • $1.2t in VC AUM: πŸ₯‡N.America=$532b, πŸ₯ˆAsia=$522b πŸ₯‰ Europe=$127b
    • Capital 2021 Q3
  • USA VC by state: πŸ₯‡=CA πŸ₯ˆ=NY πŸ₯‰=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*