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Year
2020
Quarter
Q4
Category
Drivers of Creative Destruction
Winners Take All
Disruption of the Incumbents
Section
Amazon
Apple
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Bitcoin
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Capital
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Deception
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Square
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Tag
5g
ads
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CAGR
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games
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ico
id
IoT
iphone
ipo
language
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lidar
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market capitalization
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monthly active users (MAU)
moore's law
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quantum
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Organization
Aave
ABB
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Aldi
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AngelList
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bitcoin
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Boston Dynamics
Box
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Carta
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Code.org
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Corning
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DeepMind
Desktop Metal
DiDi
Discord
DJI
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DoorDash
Dropbox
DuckDuckGo
Electrify America
Epic Games
ethereum
facebook
Fatshark
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Flipkart
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Garena
Github
Glu
GM
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Grab
Grinding Gear Games
Grubhub
Hardt Hyperloop
Hasbro
Honeywell
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Ikea
Intel
Internet Security Research Group
JD.com
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Let's Encrypt
LG
LG Chemistry
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Lilium
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Linux Foundation
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magniX
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oppo
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Supercell
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Tencent
Tesla
The Boring Company
The Lego Group
Total
Toyota
Trader Joe's
Transsion
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Uber
Ubisoft
United Parcel Service, UPS
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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
~2b Android, ~1b iPhones, ~1b Chinese Android
Platforms
2020 Q4
Q3 2020 sales (units): 🥇Samsung 🥈Huawei 🥉Xiaomi
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)
India: Samsung (24%) overtakes Xiaomi (23%) after yrs
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)
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
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
Tencent
2020 Q4
#1 mobile OS for the Chinese economy: 1.2b+ MAU on WeChat & Weixin
WeChat (HQ=🇸🇬, incl servers) → intl users, Weixin (HQ=🇨🇳) → PCR 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
$112b/yr value transacted in mini programs (2019), 2x 2018
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
Tencent
2020 Q4
$0.1tb $NPN (Δ≈$40b) = 73% x $0.2t $PRX (Δ≈$70b) = 31% x $0.9t Tencent
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)
>25% of adults *unable* to use a cpu (2b people) vs 1b+ illiterate
Skills
2020 Q4
low rural cpu access → barrier to meaningful participation in XXI society
Skills
2020 Q4
learn to sell, learn to build. If you can do both → unstoppable
OnlyFans: 1m creators, 90m users, $2b paid to creators in 4yrs
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
avg 4yrs public college undergrad > USA median household income
Skills
2020 Q4
most teachers = not that good, univ = not monopoly on good teachers
great teachers: reach more people + make more $ → online classrooms
$1b earned by 100k instructors sharing knowledge at teachable.com
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
Skills
2020 Q4
6.7% USA unemployment, 3.6m cashiers, 1.5m WMT employees, 1.4m RE agents
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
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