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Year
2021
Quarter
Q4
Category
Drivers of Creative Destruction
Winners Take All
Disruption of the Incumbents
Section
Amazon
Apple
Asia
Bitcoin
Blockchain
Borders
Capital
Cloud
Coinbase
Commerce
Communications
Credit
Deception
Electric Vehicles
Facebook
Internet
Machine Learning
Manufacturing
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Open Source
Platforms
Rides
Robots
Skills
Square
Tesla
Twilio
Uber
Tag
5g
ads
aerospace
ai
android
api
app stores
batteries
bikes
CAGR
covid-19
delivery services
employees (full-time equivalent)
fintech
gold
gps
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household
id
IoT
iphone
ipo
language
lidar
logistics
maps
market capitalization
micromobility
mobiles
monthly active users (MAU)
open source
podium
population
privacy
r&d
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saas
satellites
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self driving vehicles
semiconductors
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test
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Geo
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Organization
Aave
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Anduril
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BBC
bitcoin
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BYD
ByteDance
CATL
Cessna
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Chicago
Clearview
Coinbase
Coursera
Desktop Metal
Discord
Donkey Republic
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Electrify America
facebook
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Github
GM
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Grab
Grammarly
Hardt Hyperloop
Honda
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IBM
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Kroger
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MicroAcquire
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Nike
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OnlyFans
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Reddit
Redwood Materials
Segment
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Tencent
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Tesla
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TSMC
Twilio
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Uber
Unity
Venmo
Virgin Hyperloop
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Zipline
ZipWhip
Zoom
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Platforms
2021 Q4
7.9b world population, 5.9b adults โ age >15yrs (75% of world pop)
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%)
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): ๐ฅ21%=Samsung ๐ฅ15%=Apple ๐ฅ13%=Xiaomi
iPhone 12 = #1 selling smartphone YTD 2021
smartphone trade-in: 3.2 avg age, $138 avg value (22% YoY)
๐จ๐ณ makers #1 by mkt sh: India=Xiaomi (23%), Africa=Transsion (47%)
Platforms
2021 Q4
4.0b (51%) have access to global navigation satellite system
๐บ๐ธ=GPS ๐จ๐ณ=BeiDou ๐ท๐บ=GLONASS ๐ช๐บ=Galileo ๐ฎ๐ณ=NavIC
Platforms
2021 Q4
2.4b bikes (31%), 250m e-bikes (10% of bikes)
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
Q3 2021 sales (units): ๐ฅ29%=Apple ๐ฅ9.2%=Samsung ๐ฅ9.2%=Xiaomi
Platforms
2021 Q4
0.5b smart speakers (6.5%). USA: >1 per household
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
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
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
๐บ๐ธ 60m gigworkers, 22m healthcare, 3.3m cashiers, 1.6m RE agents
Skills
2021 Q4
82m "learners" using Coursera (58 degrees), 10% USA univ = fully online
top endowments: ๐ฅ$53b=Harvard ๐ฅ$47b=Princeton ๐ฅ$43b=Yale
Skills
2021 Q4
academic brain drain: tenured faculty members leaving to large tech co
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
creators earning a living wage (>$69k/yr) in USA, 41% YoY
Skills
2021 Q4
learn to sell, learn to build. If you can do both โ unstoppable
OnlyFans: 1.5m creators, 170m users, $3.2b paid to creators in 4yrs
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
billions of people not online, or canโt access in own language
Internet
2021 Q4
separate *mobile* internets: ๐จ๐ณ=1b ๐ฎ๐ณ=810m ๐บ๐ธ=290m ๐ช๐บ=290m
โ rights: ๐จ๐ณNew IP ๐ฎ๐ณPDPA/Aadhaar ๐บ๐ธCCPA/COPRA ๐ช๐บGDPR/ePrivacy
Internet
2021 Q4
web3: next-gen internet platform structured as a publicly traed
blockchain-based network โ easier to bootstrap network vs telecoms
Internet
2021 Q4
4.2b social media users (90%) +13% YoY, 4.1b email users (88%)
MAU: 2b YouTube (20% *all mobile* traffic), 440m BBC, 500mE Reddit
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
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