Clear Filters โ†’ Found in 296 bullets
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Platforms 2021 Q4
  • 7.9b world population, 5.9b adults โ†’ age >15yrs (75% of world pop) mortality rates
  • Platforms 2021 Q4
  • 8.0b mobile connections, non-IoT SIM cards (101%)
    5.3b unique mobile phone users (67%)
  • Platforms 2021 Q4
  • 7.1b w/ electric power (90%) e-grid
  • Platforms 2021 Q4
  • 5.9b w/ access to working/adequate toilets (74%)
  • Platforms 2021 Q4
  • 4.2b active smartphone users (53%), 0.4b 5G smartphones in 2020
    ~2b Android, ~1b iPhones, ~1b Chinese Android
  • Platforms 2021 Q4
  • Q3 2021 sales (units): ๐Ÿฅ‡21%=Samsung ๐Ÿฅˆ15%=Apple ๐Ÿฅ‰13%=Xiaomi
    iPhone 12 = #1 selling smartphone YTD 2021
    smartphone trade-in: 3.2 avg age, $138 avg value (22% YoY)
    ๐Ÿ‡จ๐Ÿ‡ณ makers #1 by mkt sh: India=Xiaomi (23%), Africa=Transsion (47%)
  • Platforms 2021 Q4
  • 4.0b (51%) have access to global navigation satellite system
    ๐Ÿ‡บ๐Ÿ‡ธ=GPS ๐Ÿ‡จ๐Ÿ‡ณ=BeiDou ๐Ÿ‡ท๐Ÿ‡บ=GLONASS ๐Ÿ‡ช๐Ÿ‡บ=Galileo ๐Ÿ‡ฎ๐Ÿ‡ณ=NavIC
  • Platforms 2021 Q4
  • 2.4b bikes (31%), 250m e-bikes (10% of bikes) go bikes go
  • Platforms 2021 Q4
  • 1.5b cars (20%), of which 15m EV (1% of cars)
  • Platforms 2021 Q4
  • 1.4b PCs (18%), 1% YoY, Q3 2021 sales: 44% = Lenovo + HP
  • Platforms 2021 Q4
  • 0.9b (11%) wearables: earwear, wristbands, watches, others great chat!
    Q3 2021 sales (units): ๐Ÿฅ‡29%=Apple ๐Ÿฅˆ9.2%=Samsung ๐Ÿฅ‰9.2%=Xiaomi
  • Platforms 2021 Q4
  • 0.5b smart speakers (6.5%). USA: >1 per household trends
  • Platforms 2021 Q4
  • 0.3b core gamers (across games/consoles)
  • Skills 2021 Q4
  • 80% of the global workforce does not sit behind a desk (deskless)
    >26% of adults *unable* to use a cpu (2b people) vs 1.1b+ illiterate
  • Skills 2021 Q4
  • Feynman technique: w/ pen+paper explain me like I'm 5, review/refine start f***ing reading
    written > spoken: documentation = remote teams's unspoken superpower
    successful remote team members = great writers
  • Skills 2021 Q4
  • 27m software dev (0.3% world pop), 750m excel users, 150m google sheets amazing!
    60m of K-12 (USA) = code.org account, 1.7m USA kids = homeschool
  • Skills 2021 Q4
  • 44% GDP (USA) = people working (wages/salaries), completely unoptimized good thread
    ๐Ÿ‡บ๐Ÿ‡ธ 60m gigworkers, 22m healthcare, 3.3m cashiers, 1.6m RE agents creator econ
  • Skills 2021 Q4
  • 82m "learners" using Coursera (58 degrees), 10% USA univ = fully online
    top endowments: ๐Ÿฅ‡$53b=Harvard ๐Ÿฅˆ$47b=Princeton ๐Ÿฅ‰$43b=Yale drop out ?
  • Skills 2021 Q4
  • academic brain drain: tenured faculty members leaving to large tech co indian CEOs!
  • Skills 2021 Q4
  • current work culture, remnant of ind age โ†’ unsuited for information age
    half-life of skills: 5yrs professional, 3yrs technical
  • Skills 2021 Q4
  • web3 = verify id+ownersh. = portable reputation = get paid for your work LOL, get use to it
    creators earning a living wage (>$69k/yr) in USA, 41% YoY momentum
  • Skills 2021 Q4
  • learn to sell, learn to build. If you can do both โ†’ unstoppable sovereign individual
    OnlyFans: 1.5m creators, 170m users, $3.2b paid to creators in 4yrs onlyfans
    Substack: 1m active readers, 1m paying, #1 publisher ~$5m/yr
  • Skills 2021 Q4
  • 200k lens creator on Snap, Adobe photoshos web version on beta
  • Internet 2021 Q4
  • 4.9b active internet users (59% of world pop), 4.3b *mobile* users good report
    billions of people not online, or canโ€™t access in own language
  • Internet 2021 Q4
  • separate *mobile* internets: ๐Ÿ‡จ๐Ÿ‡ณ=1b ๐Ÿ‡ฎ๐Ÿ‡ณ=810m ๐Ÿ‡บ๐Ÿ‡ธ=290m ๐Ÿ‡ช๐Ÿ‡บ=290m
    โ‰  rights: ๐Ÿ‡จ๐Ÿ‡ณNew IP ๐Ÿ‡ฎ๐Ÿ‡ณPDPA/Aadhaar ๐Ÿ‡บ๐Ÿ‡ธCCPA/COPRA ๐Ÿ‡ช๐Ÿ‡บGDPR/ePrivacy
  • Internet 2021 Q4
  • web3: next-gen internet platform structured as a publicly traed
    blockchain-based network โ†’ easier to bootstrap network vs telecoms bootstrapping networks
  • Internet 2021 Q4
  • 4.2b social media users (90%) +13% YoY, 4.1b email users (88%) great read
    MAU: 2b YouTube (20% *all mobile* traffic), 440m BBC, 500mE Reddit internet properties
  • Internet 2021 Q4
  • speeds: fastest 5G=416Mbps, avg broadband=120Mbps, avg mobile=70Mbps
  • Internet 2021 Q4
  • 0.6b 5G subs (7.5% pop) vs 4.7b 4G (60%, but >80% covered) โ†’ 4G = peaked
    33% of 5G budget โ†’ *smart* factories/ports = industrial-scale IoT
    $500m 5G in aviation to grow at +50%/yr to $4b by 2026E
  • Internet 2021 Q4
  • IoT connections today: 2G/3G > 4G, industrial IoT just starting become a host