Clear Filters β†’ Found in 272 bullets
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Manufacturing 2021 Q3
  • 1.46m realtors (USA) > 1.43m houses for sale ATL w/ mortgages @ ~3% = 🀯
  • Manufacturing 2021 Q3
  • LA: $920k median home on a $70k median household income = 🀯🀯
    $270k accessory dwelling unit β†’ $3k/mo rent, >13%/yr on 'free' land
  • EV 2021 Q3
  • 13.5m EVs on the road (13x in 6yrs, 53% CAGR), of which 0.6m e-buses
    EV fleet (1H 2021): πŸ₯‡πŸ‡¨πŸ‡³=6.3m πŸ₯ˆπŸ‡ͺπŸ‡Ί=4.4m πŸ₯‰πŸ‡ΊπŸ‡Έ=1.8m
    EVs to public charging stations: πŸ‡¨πŸ‡³11:1 πŸ‡ͺπŸ‡Ί20:1 πŸ‡ΊπŸ‡Έ17:1
  • EV 2021 Q3
  • Top 3 makers: EV battery: BYD, Panasonic, CATL. EV cars: Tesla, VW, BYD
  • EV 2021 Q3
  • Li-ion battery pack (real 2020$): 2010=$1,191/kWh β†’ 2020=$137 (-89%)
    LG Chem's batteries unit (NCM722/811) spin out β†’ LG Energy solutions
  • EV 2021 Q3
  • new lobby ZETA (Zero Emission Trans Assn): 100% of new car = EV by 2030
    59 co (TSLA, UBER, PLL, ABB...) policies: infra, credits, manufact.
    all-in electric before 2025: Honda, Jaguar, Volvo, Ford
  • EV 2021 Q3
  • Zero emission deadline: CAβ†’2030, NYβ†’2035, MAβ†’2035E
  • EV 2021 Q3
  • EV still more expensive than conventional, price parity by mid-2020
  • EV 2021 Q3
  • Co-free batteries? Tesla WIP. Goal: $ recycle materials < mining new
  • EV 2021 Q3
  • EV fewer moving parts = -25% car maintenance, 400k πŸ‡©πŸ‡ͺ jobs at risk
  • EV 2021 Q3
  • EV ⚑ network race: ChargePoint @ 77% mkt sh of networked L2 chargers
    Electrify America (VW): $449 home L2 charger βˆ€πŸ‡ΊπŸ‡ΈπŸ‡¨πŸ‡¦-EVs compatible
    USA: 130k charging spots ChargePoint vs 3k Electrify America
  • EV 2021 Q3
  • e-bikes sold Germany (2020) > all electric cars sold in Europe
  • EV 2021 Q3
  • 30min flight Cessna 208B w/ magniX e-propulsion sys: πŸ”‹=$6 vs β›½=$350
  • EV 2021 Q3
  • Norway: 58 electric ferries by 2021. electric Sea-Doos to come
  • EV 2021 Q3
  • $10b of VC into air mobility 2015-2020, 80% β†’ eVTOL
  • Square 2021 Q3
  • 65pts avg Net Promoter Score = 2x incumbent banking providers
    100% in-house product development, financing, technology, IP, M&A
  • Square 2021 Q3
  • $110b mkt cap with 5k employees β†’ $20m/FTE = 10x JPMChase = 11x BofA
    sales/profit: loans 22%/42%, hardware 2%/-3% (textbook x-subsidy)
  • Square 2021 Q3
  • free invoicing software new tier β†’ Invoices Plus, next co subs service
  • Square 2021 Q3
  • seller ecosystem: enable businesses to accept payments
    $6t USA mkt: 15m micro=$0.5t sales + 3m SMB=$1.2t + 1m mid=$4.3t
  • Square 2021 Q3
  • growing service/product suite in πŸ‡ΊπŸ‡ΈπŸ‡¨πŸ‡¦πŸ‡―πŸ‡΅πŸ‡¦πŸ‡ΊπŸ‡¬πŸ‡§ (commonwealth roadmap)
    seller mix: 45% <$125k/yr GPV, 27% $125k-500k, 27% >$500k
    software: POS, invoices, online store, commerce API
    hardware: card/chip reader, register, terminal
    financial services: transfers, loans, installments, payroll
  • Square 2021 Q3
  • SQ capital: loans (<20%) to qualified sellers (no application)
    $8.9b across 1.2m loans ($300-$1k, no interest), avg loss rate <4%
  • Square 2021 Q3
  • Cash App: individuals manage their money
    40m MAU (70m total): store, send, receive, spend, invest their money
    $5 overall customer acquisition cost in 2020
    $1.9b total app balance: investable options US stocks, ETF, bitcoin
  • Square 2021 Q3
  • $29b acq of Afterpay (BNPL co), $10t in payments, 2% penetration by BNPL
    x-products: 16m $APT customers pay installments on Cash App
  • Cloud 2021 Q3
  • ppl/biz β†’ β€œmarch to the cloud”, storage at ~40% (50% 2025E)
    $1 trillion/yr spent on IT services, +10% YoY = +$100b per year
    IT budget: 7.5% of rev. b/d: 64% current setup, 36% growth+innovation
  • Cloud 2021 Q3
  • $1t in rev (1.25% of global GDP): $0.6t software + $0.4t semiconductors
  • Cloud 2021 Q3
  • $0.25 trillion growing mkt: πŸ₯‡AWS=32% mkt sh πŸ₯ˆAzure=19% πŸ₯‰Google=7%
  • Cloud 2021 Q3
  • cloud costs weighed down mkt cap of public software companies by $b
    repatriation: β…“ to Β½ the cost of running equiv workloads on the cloud
  • Cloud 2021 Q3
  • EMCloud Index mkt cap = $2.7t (58 companies) vs <$0.1t (20 co) in 2010
    Dropbox ($12b) 15.5m paying users (0.7b total), Box ($4b) 15.2m (76m)
  • Cloud 2021 Q3
  • ~50% of SaaS in big co, not bought by IT. IT may not even know about it
  • Cloud 2021 Q3
  • 3-party APIs: role integrating+facilitating cloud migration
    API economy = everything as a service: identity, payments, messaging