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Platforms 2020 Q4
  • 7.8b world population, 5.8b adults → age >15yrs (74% of world pop)
  • Platforms 2020 Q4
  • 7.9b mobile connections, non IoT SIM cards (101%)
    5.2b unique mobile phone users (67%)
  • Platforms 2020 Q4
  • 7.0b w/ electric power (90%)
  • Platforms 2020 Q4
  • 5.8b w/ access to working/adequate toilets (74%)
  • Platforms 2020 Q4
  • 4.2b active smartphone users (54%), 4b (51%) have GPS=map on hand link
    ~2b Android, ~1b iPhones, ~1b Chinese Android
  • Platforms 2020 Q4
  • Q3 2020 sales (units): 🥇Samsung 🥈Huawei 🥉Xiaomi ready player 3?
    1st time in 10yrs: Apple not among top three companies
    but iPhone 11 = #1 selling smartphone
    smartphone trade-in: 3.1 avg age, $121 avg value (22% YoY) circular econ
    India: Samsung (24%) overtakes Xiaomi (23%) after yrs link
    Africa: Shenzhen phone company Transsion (40%)
  • Platforms 2020 Q4
  • 2.4b bikes (31%), Copenhagen 2016: 1st time bikes in street > cars
  • Platforms 2020 Q4
  • 1.6b cars (21%), keeps rising, of which 11m EV (0.6% of cars) link
  • Platforms 2020 Q4
  • 1.2b PCs (15%) = 1.1b Windows, 0.2b Mac + Linux
    Q3 2020 sales, 13% YoY, #1 growth in 10yrs, (47% = Lenovo + HP)
  • Platforms 2020 Q4
  • 0.3b (4.3%) wearables: earwear, wristbands, watches, others  fitbit not good
    2018 sales: earware = 0.6x watches. 2019: earware = 1.8x watches
  • Platforms 2020 Q4
  • 0.3b smart speakers (3.9%). USA: 1 per household
  • Tencent 2020 Q4
  • #1 gaming company in the world: by revenue and by users
    gaming revenue: mobile = 2.4x PC/Mac = 2.9x home consoles
  • Tencent 2020 Q4
  • #1 corp dev team to *own* content: 100% Riot (LoL=$5.5b rev in Q2)
    <100%: Supercell (CoC), Grinding Gears (PoE)
    <50%: Epic (Fortnite), PocketGems, Fatshark, SEA (Garena)
    <15%: Glu, Activision, Bluehole (PUBG), Discord, Ubisoft, Paradox India is a big mkt
  • Tencent 2020 Q4
  • #1 mobile OS for the Chinese economy: 1.2b+ MAU on WeChat & Weixin EO ban blocked
    WeChat (HQ=🇸🇬, incl servers) → intl users, Weixin (HQ=🇨🇳) → PCR users dear 🇦🇺670k users
    Chinese users spend ~4hrs/day > USA users Σ social media apps
    433 days to 100m users, vs 5.5yrs Facebook, vs 4yrs Twitter
  • Tencent 2020 Q4
  • app ecosystem: 3.2m mini programs w/ 0.8b MAU, 1.5m developers mini apps!
    $112b/yr value transacted in mini programs (2019), 2x 2018 superapps
  • Tencent 2020 Q4
  • #1 mobile payment platform 🇨🇳: 1b/tx/day, 800m MAU, 50m merchants
    $110b AUM on wealth mgmt platform LiCaiTong, 100m users
  • Tencent 2020 Q4
  • #1 tech investor, portfolio of 1k co (of which 160=unicorns)
    18% JD.com, 5% Tesla, 5% Afterpay, 5% Reddit, 9% Spotify
    many of today’s top internet assets + free call option new world closing the gap
  • Tencent 2020 Q4
  • $0.1tb $NPN (Δ≈$40b) = 73% x $0.2t $PRX (Δ≈$70b) = 31% x $0.9t Tencent link
  • Tencent 2020 Q4
  • $3b in R&D (2019): cloud business makes $2.4b with 1m paying users
    $70b (>10% mkt cap) 5yr plan: cloud computing, AI, IoT, cyber
  • Skills 2020 Q4
  • 80% of the global workforce does not sit behind a desk (deskless) wanna be a PM?
    >25% of adults *unable* to use a cpu (2b people) vs 1b+ illiterate creative destruction
  • Skills 2020 Q4
  • low rural cpu access → barrier to meaningful participation in XXI society report
  • Skills 2020 Q4
  • learn to sell, learn to build. If you can do both → unstoppable smart!
    OnlyFans: 1m creators, 90m users, $2b paid to creators in 4yrs link
    Substack: 1m active readers, 250k paying, #1 publisher ~$5m/yr
  • Skills 2020 Q4
  • $999b in student debt by 43m Americans since 2007, vs $760b mortgage skeptics should not be silenced
    avg 4yrs public college undergrad > USA median household income a few backers
  • Skills 2020 Q4
  • most teachers = not that good, univ = not monopoly on good teachers
    great teachers: reach more people + make more $ → online classrooms acast
    $1b earned by 100k instructors sharing knowledge at teachable.com report
  • Skills 2020 Q4
  • 76m "learners" using Coursera (26 degrees), 10% USA univ = fully online
  • Skills 2020 Q4
  • jobs that require STEM skills/understandings are expanding
    2012 fed report: need 1m additional STEM bachelor’s to meet demand
  • Skills 2020 Q4
  • 21m software dev (0.3% world pop), 40% of K-12 USA = code.org account twilio love
  • Skills 2020 Q4
  • 6.7% USA unemployment, 3.6m cashiers, 1.5m WMT employees, 1.4m RE agents 26.1% *true* unemployment
    CA *voters*: gig econ workers = indep. contractors not employees
    10% of USA workers “alt work arrangements.” FED: 31% of adults
  • Skills 2020 Q4
  • 150m children out of school due to Covid, 1.7m USA kids = homeschooled
  • Skills 2020 Q4
  • Reddit: USA comp not based on geo. OK hires: remote, office, hybrid $2.5 trillion theft