Clear Filters → Found in 272 bullets
Click me to copy link to results and share Copied to clipboard!
Twilio 2021 Q3
  • 10m developers (18% Github), dev-first model: community = sales + mktg
    acquire developers like consumers → spend like enterprises
    • Twilio 2021 Q3
  • 220k active customers accts: 36% (FTE<100), 28% (FTE<2k), 36% (FTE>2k)
    • Twilio 2021 Q3
  • by rev: 45% messaging, 17% voice, 16% email, 12% app services, 10% other
    • Twilio 2021 Q3
  • Twilio SIM: 1 SIM number, 1 API, 1 billing relationship, global reach
    WhatsApp pays Twilio $100m/yr for account verification, (5% of rev)
    Microsoft Azure: connect/auth IoT devices to internet w/ Twilio
    Lime e-scooters w/ Twilio: 100m rides across 30 countries in 2yrs
    • Twilio 2021 Q3
  • $0.5b in R&D 2020E (15-18% of revenue), aggressive M&A (8 co)
    • Twilio 2021 Q3
  • $3.2b acq Segment: collect and unifying customer data across silos
    20k companies using it, then send data to over 300+ SaaS tools
    $79b TAM: Customer Data Platform expands it by $79b
    • Nations 2021 Q3
  • Security Council’s permanent members:
    2.9b Facebook (37% of world pop)
    2.5b Christianity (31%)
    2.0b WhatsApp (25%)
    2.0b Islam (25%)
    1.4b China (18%)
    • Nations 2021 Q3
  • Security Council’s non-permanent members:
    1.4b India (18%)
    1.3b TikTok/Douyin (16%)
    1.2b WeChat (16%)
    1.2b Instagram (15%)
    1.2b Hinduism (15%)
    744m QQ (9.5%)
    566m Sina Weibo (7.2%)
    500m Telegram (6.3%)
    498m Snapchat (6.3%)
    454m Pinterest (5.8%)
    • Nations 2021 Q3
  • Not represented in the General Assembly (28%):
    1.2b non-religious, aka “humanists” (15%)
    1.0b people with no legal identification (13%)
    • Uber 2021 Q3
  • aggregate gross bookings ATH, +39% Q2 2021 vs Q2 2019
    • Uber 2021 Q3
  • 101m/mo platform consumers (100m in 2019), 10k cities, 71 countries
    3 markets: riders↔drivers + eaters↔restaurants + carriers↔shippers
    5m members: Uber pass, Eat pass, Postmates Unlimited
    • Uber 2021 Q3
  • 70k UK drivers → union✓. 4k Amsterdam drivers → employees✓
    demand > supply → driver's pre tips $/hr: NYC≈Philly≈Chicago≈$37
    • Uber 2021 Q3
  • Mobility: +184% Q2 2021 vs 2020 bookings, only biz segment w/ EBITDA>$0
    • Uber 2021 Q3
  • Delivery: 85% YoY Q2 2021 bookings, covid: delivery = luxury → utility
    $52B run rate → $1b/week of GMV, 600k restaurants on the platform
    $2.7b acq of Postmates: 10m active customers, 115k restaurants
    • Uber 2021 Q3
  • Freight: $1b revenues (38% YoY), 71k carriers operating 🇺🇸🇨🇦
    $0.5b investment by Greenbriar → UFreight = $3.3b
    • Uber 2021 Q3
  • Uber Money: wallet app includes credit card, debit account, etc
    • Uber 2021 Q3
  • Uber Rent: same app, book/pickup vehicle from 100s locations, ✓ 🇦🇺🇫🇷🇬🇧
    • Uber 2021 Q3
  • $2.2b in R&D 2020E, >$7b "war chest" (cash in hand)
    M&A: Routematch (🇺🇸) public transit operators software, 550 agencies
    • Uber 2021 Q3
  • ~$20b portfolio to go public: 14% Didi🇨🇳 (~$10b), 16% Grab🇮🇩 (~$6b),
    26% Aurora🇺🇸 ($3b), et al...Yandex🇷🇺 acq Uber's 38% stake for $1b
    • Uber 2021 Q3
  • moves more people than airline industry
    $84b mkt cap vs $101b ∑ top 7 🇺🇸 airlines, $26b ∑ top 5 car rentals
    • Manufacturing 2021 Q3
  • $12 trillion industry of manufactured “parts" → in office/premise?
    20% CAGR in "nextgen" additive manufacturing 2006-16, 25% 2016-20
    additive manuf of electronics: 3D printed connected electronics
    • Manufacturing 2021 Q3
  • Desktop Metal (3D printers): 100x faster, 1/20 cost. Pure-play co
    $85b/yr of medical and dental implants → customized 3D printing
    • Manufacturing 2021 Q3
  • Porsche: 3D-printed aluminum alloy pistons in 911 GT2 RS, -10% weight
    • Manufacturing 2021 Q3
  • 3m potential battery materials: 5wk to optimal design w/ ML, 500x human
    AI optimizes shape: removing material where not necessary
    • Manufacturing 2021 Q3
  • right to repair: 🇪🇺=Mar-1 MA=✔️ NJ,DE,FL,MO,NE,NH,NU,OR,SC,VE,WA=🤔
    new washers/hairdryers/TV/fridges *must be* 10yrs repairable
    • Manufacturing 2021 Q3
  • 80% Li, 95% CoNiCu recovered by Redwood Materials battery ♻️ process
    Panasonic plans cobalt-free battery for EVs in 2-3 years
    • Manufacturing 2021 Q3
  • EV transition: -12% manufacturing jobs, +70% labor for components
    • Manufacturing 2021 Q3
  • state-of-the-art = 5 nm transistors: 🥇🇹🇼TSMC + 🇰🇷Samsung 🥉🇺🇸Intel
    #1 in 🇨🇳: Semiconductor Manufacturing International Corp at ≤ 16 nm
    • Manufacturing 2021 Q3
  • $100b foundry ind 16% YoY, manuf capacity: 🥇🇹🇼+🇰🇷=43% 🥈🇨🇳=15% 🥉🇺🇸=12%
    • Manufacturing 2021 Q3
  • Intel: $124b to expand+new chip factories in 🇪🇺+🇺🇸, $30b/yr TSMC's capex