PIRQUE

Date Published	Title	Type	Authors	Quick Synopsis	Link
2021-12-31	Small Launchers in a Pandemic World - 2021 Edition of the Annual Industry Survey	Database/List/Ranking	Carlos Niederstrasser	Even with the challenges posed by the world-wide COVID pandemic, small vehicle "Launch Fever" has not abated. In 2015 we first presented this survey at the AIAA/USU Conference on Small Satellites1, and we identified twenty small launch vehicles under development. By mid-2021 ten vehicles in this class were operational, 48 were identified under development, and a staggering 43 more were potential new entrants. Some are spurred by renewed government investment in space, such as what we see in the U.K. Others are new commercial entries from unexpected markets such as China. All are inspired by the success of SpaceX and the desire to capitalize on the perceived demand caused by the mega constellations.	https://digitalcommons.usu.edu/cgi/viewcontent.cgi?article=5036&context=smallsat
2021-12-31	2021 Global Retirement Index	Report	Dave Goodsell	In 2021, the world is full of uncertainties for retirees and those saving for retirement. Security is a critical issue — from the immediate challenges of more waves of the pandemic, to longer-term questions about the environment, geopolitics, and inflation. Retirement is clearly among the top issues for investors. In fact, 40% of investors say “it will take a miracle” to retire securely.1 The 2021 Natixis Global Retirement Index looks at the state of retirement security around the world — and takes a deep dive into four critical concerns for retirement savers, including inflation, interest rates, public debt, and a world of worries.	https://www.im.natixis.com/us/resources/2021-global-retirement-index-full-report
2019-12-31	2019 Global Retirement Index	Report	Natixis	From uncertain economics to aging demographics to climate change, global retirement security faces a wide range of modern risks. These issues have sweeping implications for a sustainable society. But, while they need to evaluate from both global and national perspectives, the ultimate risks to retirement security actually lie closer to home. Our 2019 Global Retirement Index reveals three key threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.	https://www.im.natixis.com/us/resources/global-retirement-index-2019-report
2019-12-31	Maintaining the AI Chip Competitive Advantage of the United States and its Allies	Report		The United States and its allies enjoy a competitive advantage in the production of artificial intelligence chips necessary for leading AI research and implementation. This memo identifies chokepoints for limiting China’s access to key chipmaking equipment.	https://cset.georgetown.edu/wp-content/uploads/CSET-Maintaining-the-AI-Chip-Competitive-Advantage-of-the-United-States-and-its-Allies-20191206.pdf
2019-12-31	Q4 2019 Store Intelligence Data Digest	Report		The Q4 2019 Store Intelligence Data Digest offers analysis on the latest mobile trends	https://go.sensortower.com/rs/351-RWH-315/images/Sensor-Tower-Q4-2019-Data-Digest.pdf
2018-12-31	2018 Global Retirement Index	Report	Natixis	With the 10th anniversary of the financial crisis, major trends are shaping – and reshaping – the global retirement landscape. From fluctuating monetary policy, rising rates, and crumbling pensions to deepening government debt, changing demographics, and environmental threats, these trends raise a critical question: How can we protect retirement security around the world?	https://www.im.natixis.com/us/resources/2018-global-retirement-index-report
2017-12-31	Information	Report			https://www.pirque.vc/information/
2014-12-31	The State of Social Safety Nets 2014	Report		This publication begins a series that will monitor and report on social safety nets in developing countries. This first report in the series provides key social safety nets statistics and explains trends using information from 146 countries, including detailed household survey data from 69 countries in the World Bank’s Atlas of Social Protection: Indicators of Resilience and Equity (ASPIRE) database.	https://openknowledge.worldbank.org/bitstream/handle/10986/18376/879840WP0FINAL00Box385208B00PUBLIC0.pdf
1983-12-31	West Coast Venture Capital	Graphic	AMC	Chart mapping 25 years of the people and companies that set the modern venture capital industry.	https://computerhistory.org/wp-content/uploads/2020/01/110C9228-Edit.jpg
2021-10-31	Pegasus Product Description	Report	NSO Group	Pegasus is a world-leading cyber intelligence solution that enables law enforcement and intelligence agencies to remotely and covertly extract valuable intelligence from virtually any mobile device. This breakthrough solution was developed by veterans of elite intelligence agencies to provide governments with a way to address the new communications interception challenges in today's highly dynamic cyber battlefield. By capturing new types of information from mobile devices, Pegasus bridges a substantial technology gap to deliver the most accurate and complete intelligence for your security operations.	https://s3.documentcloud.org/documents/4599753/NSO-Pegasus.pdf
2008-10-31	Bitcoin: A Peer-to-Peer Cash System	Report		A purely peer-to-peer version of electronic cash would allow online payments to be sent directly from one party to another without going through a financial institution	https://bitcoin.org/bitcoin.pdf
2021-08-31	Mainframes, ML and digital transformation	Article	Benedict Evans	'Digital transformation’ sounds like a parody of meaningless tech marketing, but actually captures some pretty interesting and important shifts in big company tech. It’s not as exciting as crypto or AR, and it takes a decade or two, but it’s just as big as smartphones.	https://www.ben-evans.com/benedictevans/2021/8/31/mainframes-machine-learning-and-digital-transformation
2021-08-31	Pegasus Spyware: How It Works and What It Collects	Article	Kim Zetter	An NSO document leaked to the internet reveals how the Pegasus spyware - sold to intelligence and law enforcement agencies around the world - can be used to spy on targeted mobile phones.	https://zetter.substack.com/p/pegasus-spyware-how-it-works-and
2021-07-31	Investor's Guide to The Care Economy: Four Dynamic Areas of Growth	Report	Pivotal Ventures,The Holding	This report investigates areas of care that show the most promise for investors, entrepreneurs, and corporations. For the first half of 2021, The Holding Co., in partnership Ventures, launched this initiative as the COVID-19 pandemic revealed just how inadequate our current care economy really is.	https://www.investin.care/about#download
2021-07-31	China Internet Report 2021	Report	SCMP	Following a period of rapid growth and innovation, the China internet sector has entered a new phase of development with both push and pull factors driving internet companies to evolve.	https://multimedia.scmp.com/infographics/china-internet-2021/#download
2020-07-31	China Internet Report 2020	Report	SCMP	01. China at a Glance 02. Top Trends for 2020 03.Top Funded Start-Ups	https://as-pacific.com/assets/presentations/China-Internet-Report-2020.pdf
2019-07-31	Capitalists in the Twenty-First Century	Literature/Paper	Eric Zwick,Owen Zidar,Danny Yagan,Matthew Smith	· Our findings draw attention to a class of entrepreneurs hidden from public view who prevail among top earners and whose human capital income is key for understanding top incomes. An important role for human capital is consistent with the view that the demand for top human capital has outpaced its supply, with the returns to top human capital increasingly taking the form of business income. · In our data, the owners appear to be managers and key workers, which contrasts with the separation of ownership and control in public company governance. · In both number and aggregate income, these groups far surpass that of top public company executives, who have been the focus of much inequality commentary. Typical firms owned by the top 1–0.1% are single-establishment firms in professional services (e.g., consultants, lawyers, specialty tradespeople) or health services (e.g., physicians, dentists). A typical firm owned by the top 0.1% is a regional business with $20M in sales and 100 employees, such as an auto dealer, beverage distributor, or a large law firm.	https://academic.oup.com/qje/article-abstract/134/4/1675/5542244
2021-05-31	2021 Corporate Longevity Forecast	Report	Brian Hindo,Ned Calder,Patrick Viguerie	Creative destruction continues apace – and at a high level. After a plunge in activity due to the COVID pandemic, major rebounds in private equity, M&A, and IPOs are leading indicators of a continued future rise in the value of the S&P 500. Our tracking of corporate longevity of S&P 500 firms shows a steady churn rate of companies dropping off the index as new entrants join the list and corporate lifespans continue their downward trajectory.	https://www.innosight.com/wp-content/uploads/2021/05/Innosight_2021-Corporate-Longevity-Forecast.pdf
2018-05-31	"Learn to sell, learn to build. If you can do both, you will be unstoppable"	Quote		"Learn to sell, learn to build. If you can do both, you will be unstoppable"	https://twitter.com/naval/status/1002104154737684480
2017-05-31	Internet Trends 2017	Report	Mary Meeker	1) Global Internet Trends = Solid Slowing Smartphone Growth 4-9 2) Online Advertising (+ Commerce) = Increasingly Measurable + Actionable 10-79 3) Interactive Games = Motherlode of Tech Product Innovation + Modern Learning 80-150 4) Media = Distribution Disruption @ Torrid Pace 151-177 5) The Cloud = Accelerating Change Across Enterprises 178-192 6) China Internet = Golden Age of Entertainment + Transportation 193-231 (Provided by Hillhouse Capital) 7) India Internet = Competition Continues to Intensify Consumers Winning 232-287 8) Healthcare @ Digital Inflection Point 288-319 9) Global Public / Private Internet Companies 320-333 10) Some Macro Thoughts 334-351 11) Closing Thoughts	https://www.bondcap.com/report/it17/#view/1
2020-03-31	Asia Pacific eCommerce and Payments Guide 2020	Report		Asia-Pacific is the world's leading region in terms of the digital payments market size. Digital wallets such as Alipay, PayPay, LINE Pay, GoPay and others contributed significantly to this success, as they accounted for more than 50% of the region's E-Commerce sales and above a third of the transaction value at the point of sale in 2019. For China, these shares were even higher, thanks to more than nine in ten connected consumers using Alipay and WeChat Pay, according to statistics cited in the report.	https://cdn2.hubspot.net/hubfs/5246303/Asia%20Pacific%20eCommerce%20and%20Payments%20Guide%202020.pdf
2021-01-31	EV Industry Breakdown	Report		The EV industry, which currently accounts for only 1% of global car stock as of 2019, will create a domino effect across many companies in the value chain. As Time Investors, we will breakdown the framework of the EV industry. This will help us identify companies with strategic assets that will deliver decades of wins and support our climate initiatives.	https://drive.google.com/file/d/1HWWLgMA7gLK2RbvCTBr7UGspgVAU90lI/view
2021-12-30	Marketplaces Year in Review 2021	Report	Juozas Kaziukenas	2021 was the year of broken supply chains, Amazon aggregators, more advertising, Shopify’s almost-marketplace, and one unanswered question - did the pandemic boost e-commerce after all? For now, the world of marketplaces revolves around Amazon - it has doubled in size in two years. No one will challenge it directly, but a different paradigm might.	https://www.marketplacepulse.com/marketplaces-year-in-review-2021
2020-12-30	MLOps Tooling Landscape v2 (+84 new tools) - Dec '20	Article		While looking for these MLOps tools, I discovered some interesting points about the MLOps landscape: Increasing focus on deployment The Bay Area is still the epicenter of machine learning, but not the only hub MLOps infrastructures in the US and China are diverging More interests in machine learning production from academia	https://huyenchip.com/2020/12/30/mlops-v2.html
2021-11-30	Decentralized Finance (DeFi)	Report	Matt Maximo,David Grider	Decentralized Finance (DeFi) is an emerging crypto innovation that goes beyond banking and beyond borders to create a new internet-native global financial ecosystem. DeFi has started to reshape global finance and e-commerce, yet the asset category remains mysterious to many investors. Our first Grayscale DeFi Primer offered an overview of DeFi, discussed use cases, and examined the native tokens of several well-known protocols. In this DeFi report, we will take a deeper dive into the financial system powering the Web 3.0 crypto cloud economy.	https://grayscale.com/wp-content/uploads/2021/11/Grayscale_DeFi_Report_Nov2021.pdf
2021-11-30	Museum Genomics	Literature/Paper	Scott V. Edwards,Craig Moritz,Gonzalo Giribet,Beth Shapiro,Daren C. Card	Natural history collections are invaluable repositories of biological information that provide an unrivaled record of Earth's biodiversity. Museum genomics—genomics research using traditional museum and cryogenic collections and the infrastructure supporting these investigations—has particularly enhanced research in ecology and evolutionary biology, the study of extinct organisms, and the impact of anthropogenic activity on biodiversity. However, leveraging genomics in biological collections has exposed challenges, such as digitizing, integrating, and sharing collections data; updating practices to ensure broadly optimal data extraction from existing and new collections; and modernizing collections practices, infrastructure, and policies to ensure fair, sustainable, and genomically manifold uses of museum collections by increasingly diverse stakeholders. Museum genomics collections are poised to address these challenges and, with increasingly sensitive genomics approaches, will catalyze a future era of reproducibility, innovation, and insight made possible through integrating museum and genome sciences.	https://www.annualreviews.org/doi/10.1146/annurev-genet-071719-020506
2020-11-30	Bitcoin is Hope	Essay/Thoughts/Whitepaper/Opinion	Robert Breedlove	Antithetical to the entrepreneurial ethic is the central bank, which “chases two rabbits” of growth and stability, with deleterious results in the long-run. Growth is purely a market process, and it cannot be induced by decree (just try yelling at your garden to “grow faster”). By attempting to override Darwinian reality, central banking stifles entrepreneurial adaptivity — the most important aspect of survival for any species.	https://www.swanbitcoin.com/bitcoin-is-hope/
2020-11-30	The Race To Crack Battery Recycling—Before It’s Too Late	Article		Millions of EVs will soon hit the road, but the world isn’t ready for their old batteries. A crop of startups wants to crack this billion-dollar problem.	https://www.wired.com/story/the-race-to-crack-battery-recycling-before-its-too-late/
2020-11-30	Measuring digital development Facts and figures 2020	Report		ITUs Measuring digital development: Facts and figures 2020 offers a snapshot of the most important ICT indicators, including estimates for the current year. Latest figures show a wide urban-rural connectivity gap. Large swathes of the rural landscape are still not covered by a mobile broadband network, and fewer households in these areas have Internet access.	https://www.itu.int/en/ITU-D/Statistics/Documents/facts/FactsFigures2020.pdf
2016-11-30	Ericsson Mobility Report (Nov 2016)	Report	Ericsson	Commercial 5G networks based on ITU standards are expected to be available in 2020, and early deployments of pre-standard networks are anticipated in several markets. By the end of 2022, we forecast 550 million 5G subscriptions and a population coverage for the technology of 10 percent, starting in metropolitan and urban areas.	https://www.ericsson.com/en/reports-and-papers/mobility-report/reports
2015-11-30	Ericsson Mobility Report (Nov 2015)	Report	Ericsson	Currently, there are as many mobile subscriptions as people in the world, and every second, 20 new mobile broadband subscriptions are activated. In addition to the increase in subscribers, data consumption also continues to rise.	https://www.ericsson.com/en/reports-and-papers/mobility-report/reports
2014-11-30	Ericsson Mobility Report (Nov 2014)	Report	Ericsson	The number of mobile broadband subscriptions grew even faster – at a rate of 30 percent year-on-year, reaching 2.5 billion and data usage per subscription also continued to grow steadily. 65–70 percent of all mobile phones sold in Q3 2014 were smartphones. Together, these factors have contributed to a 60 percent growth in mobile data traffic during the 12 months following Q3 2013.	https://www.ericsson.com/en/reports-and-papers/mobility-report/reports
2013-11-30	Ericsson Mobility Report (Nov 2013)	Report	Ericsson	The number of mobile subscriptions worldwide has grown approximately 7 percent year-on-year during Q3 2013. The number of mobile broadband subscriptions grew even faster over this period – at a rate of 40 percent year-on-year, exceeding 2 billion in 2013. The amount of data usage per subscription also continued to grow steadily and around 55 percent of all mobile phones sold in Q3 2013 were smartphones.	https://www.ericsson.com/en/reports-and-papers/mobility-report/reports
2012-11-30	Ericsson Mobility Report (Nov 2012)	Report	Ericsson	Traffic in mobile networks continues to grow at an impressive rate worldwide. While voice remains a cornerstone of most operators’ service offerings, it is data growth, driven by the uptake of smart devices and apps, which is having the most significant impact on networks globally. In this release, the regular features which track subscriptions and traffic have been updated to reflect our latest measurements and to include annual forecast numbers to 2018. The updated forecasts are in line with previous ones, showing continued uptake of both mobile subscriptions and mobile traffic.	https://www.ericsson.com/en/reports-and-papers/mobility-report/reports
2021-10-30	FDI In Figures	Report	OECD	In the first half of 2021, global FDI flows more than doubled to USD 870 billion. Global investment flows overtook pre-pandemic levels and were 43% higher than in the first half of 2019. The United States, China and the United Kingdom saw the biggest increases, with a more than USD 20 billion rise in their FDI inflows, respectively. Rebounds from large negative inflows recorded by selected EU countries in H2 2020 further contributed to the overall surge.	https://www.oecd.org/investment/investment-policy/FDI-in-Figures-October-2021.pdf
2021-10-30	A Legal Framework for Decentralized Autonomous Organizations	Literature/Paper	David Kerr,Miles Jennings	The purpose of this paper is to identify a number of taxation, entity formation and operational issues pertaining to Decentralized Autonomous Organizations (“DAOs”) and to suggest a domestic entity structure capable of addressing such issues, including filing and paying U.S. taxes, opening an entity bank account, signing legal agreements and limiting liability for DAO members. A threshold question for determining the most appropriate domestic entity structure for a DAO is to determine whether it has a for-profit or not-for-profit purpose. Not for-profit purpose is not equivalent to tax-exempt and although very few DAOs will qualify as tax-exempt organizations, many may meet the requirements of not-for profits for state law purposes. Accordingly, DAOs that meet the requirements should consider registration as unincorporated nonprofit associations (“UNA”) in states that recognize such an entity form.	https://a16z.com/wp-content/uploads/2021/10/DAO-Legal-Framework-Jennings-Kerr10.19.21-Final.pdf
2021-10-30	How to Win the Future (pdf)	Report	Andreessen Horowitz, a16z	Web 3—a group of technologies that encompasses blockchain, cryptographic protocols, digital assets, decentralized finance and social platforms, NFTs, and DAOs—is the third generation of the internet. These innovations have garnered an incredible amount of attention, both good and bad, over the past few years,and are still very early in their evolution. They will serve as the basis for new forms of economic and social interaction arising from platforms that allow people to collaborate, create, exchange, and take ownership of their digital identity and assets.	https://a16z.com/wp-content/uploads/2022/01/WEB3-Policy-Handbook-PxP.pdf.pdf
2021-10-30	How to Win the Future	Report	Andreessen Horowitz, a16z	An agenda for the third generation of the Internet.	https://a16z.com/wp-content/uploads/2021/10/How-to-Win-the-Future-Deck.pdf
2021-10-30	Notes on "A legal framework for Decentralized Autonomous Organizations"	Article	Jesse Pollak	Below are my summary notes from reviewing the a16z legal framework for DAOs. If you read their framework, feel free to comment and help me clarify the takeaways - my note taking is definitely not perfect. Nothing in here should be taken as legal advice and I recommend that you read the entire framework yourself.	https://docs.google.com/document/d/16l3iAnGL7tLJvheHyIlj01HNUvdUe9iCr0s4CJJcZys/edit#
2021-10-30	America's Entrepreneurial States	Report	Julie Trivitt,Dave Shideler,Minoli Ratnatunga,Katie Milligan,Ross DeVol,Jonas Crews	The metrics underlying America’s Entrepreneurial States: Supporting Entrepreneurs to Help Drive the Economy show that when it comes to creating and supporting entrepreneurial ecosystems, the coasts win and the heartland lags. Our country was built on the American Dream.	https://heartlandforward.org/wp-content/uploads/2021/10/Americas-Entrepreneurial-States_HF-Report.pdf
2021-10-30	The Human Sleep Paradox: The unexpected Sleeping Habits of Homo sapiens	Literature/Paper	David R. Samson	The human sleep pattern is paradoxical. Sleep is vital for optimal physical and cognitive performance, yet humans sleep the least of all primates. In addition, consolidated and continuous monophasic sleep is evidently advantageous, yet emerging comparative data sets from small-scale societies show that the phasing of the human pattern of sleep–wake activity is highly variable and characterized by significant nighttime activity. To reconcile these phenomena, the social sleep hypothesis proposes that extant traits of human sleep emerged because of social and technological niche construction. Specifically, sleep sites function as a type of social shelter by way of an extended structure of social groups that increases fitness. Short, high-quality, and flexibly timed sleep likely originated as a response to predation risks while sleeping terrestrially. This practice may have been a necessary preadaptation for migration out of Africa and for survival in ecological niches that penetrate latitudes with the greatest seasonal variation in light and temperature on the planet.	https://www.annualreviews.org/doi/pdf/10.1146/annurev-anthro-010220-075523
2016-10-30	A brief history of cryptocurrencies	Report		Overview and future trends within cryptocurrencies	http://shoutout.fintechna.com/2016/11/04/a-brief-history-of-cryptocurrencies/
2021-09-30	Here are some things young Michael Burry said about various subjects	Article	Oliver Sung	Many people know Michael Burry as the hedge fund manager from “The Big Short” who infamously bet against mortgage securities before the 2008 crisis. It’s these early message boards posts that give us glimpses into how Michael Burry thought as a value investor: -On buy and hold -On fundamentals -On strategy -On value investing -On the market -On diversification -On insider buying -On buybacks -On the internet -On bubbles -On Warren Buffet -On technical analysis -On investing as an art	https://twitter.com/OliverSungJunto/status/1443558696034910217
2021-09-30	Public attitudes towards offensive language on TV and radio: Quick Reference Guide	Report	Ipsos	Ofcom commissioned Ipsos MORI to conduct research to help them understand public attitudes towards offensive language on TV and radio. This document serves as a Quick Reference Guide summarising views towards the acceptability of individual words on TV and radio. We have also developed a full summary report that this Guide should be read in conjunction with, which contains additional findings related to offensive content including: blackface, misgendering, deadnaming and mimicking accents.	https://www.ofcom.org.uk/__data/assets/pdf_file/0020/225335/offensive-language-quick-reference-guide.pdf
2021-09-30	Technology Report	Report	Bain	Although Covid-19 remains a global threat, we’re in a period of extraordinary economic growth. Government stimulus programs and a pent-up desire to “get back to the office” have piqued expectations of growth and innovation. The technology sector has led the way with strong equity values.	https://www.bain.com/globalassets/noindex/2021/bain_report_technology-report-2021.pdf
2021-09-30	Mobile Computational Photography: A Tour	Literature/Paper	Damien Kelly,Mauricio Delbracio,Michael Brown,Peyman Milanfar	The first mobile camera phone was sold only 20 years ago, when taking pictures with one's phone was an oddity, and sharing pictures online was unheard of. Today, the smartphone is more camera than phone. How did this happen? This transformation was enabled by advances in computational photography—the science and engineering of making great images from small-form-factor, mobile cameras.	https://www.annualreviews.org/doi/10.1146/annurev-vision-093019-115521
2021-09-30	Taming Wildcat Stablecoins	Literature/Paper	Jeffrey Zhang,Gary B. Gorton	Cryptocurrencies are all the rage, but there is nothing new about privately produced money. The goal of private money is to be accepted at par with no questions asked. This did not occur during the Free Banking Era in the United States—a period that most resembles the current world of stablecoins. State-chartered banks in the Free Banking Era experienced panics, and their private monies made it very hard to transact because of fluctuating prices. That system was curtailed by the National Bank Act of 1863, which created a uniform national currency backed by U.S. Treasury bonds. Subsequent legislation taxed the state-chartered banks’ paper currencies out of existence in favor of a single sovereign currency.	https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3888752
2020-09-30	2020 Global Retirement Index	Report	Natixis	From aging demographics and record levels of public debt to low interest rates and climate-related disasters, global retirement security was on shaky ground at the beginning of 2020. By June, public health, social, economic, and financial risks all reached a boiling point. The 2020 Global Retirement Index brings five critical risks to retirement security into focus: recession, interest rates, public debt, climate change, and income inequality. Learn more about what they mean for institutions, financial professionals, and individual investors.	https://www.im.natixis.com/us/resources/2020-global-retirement-index-full-report
2018-09-30	Top Healthcare AI Trends to Watch	Report		AI needs doctors. Big pharma is taking an AI-first approach. Apple is revolutionizing clinical studies. We look at the top artificial intelligence trends reshaping healthcare. Healthcare is emerging as a prominent area for AI research and applications.	https://www.cbinsights.com/reports/CB-Insights_AI-Trends-In-Healthcare.pdf
2021-08-30	The Promise of Low-Carbon Freight	Report	Ersilia Verlinghieri,Irena Itova,Nicolas Collignon,Rachel Aldred	The promise of low-carbon freight report from climate charity Possible and the Active Travel Academy looks at the benefits of electric cargo (e-cargo) bikes in London. Using GPS data from Pedal Me cargo bike routes and comparing them to the routes that vans would have had to take to deliver the same parcels, the research found that e-cargo bikes an deliver goods about 60% faster than vans in London, on average.	https://static1.squarespace.com/static/5d30896202a18c0001b49180/t/61091edc3acfda2f4af7d97f/1627987694676/The+Promise+of+Low-Carbon+Freight.pdf
2020-08-30	Investment Thesis for Desktop Metal	Deck/Memo/Presentation	Chamath Palihapitiya		https://twitter.com/chamath/status/1300463875402407937
1916-08-30	Electric Car Charging Stations in Chicago	Graphic		Commonwealth Edison Company's sub stations equipped for emergency vehicle charging.	https://cleantechnica.com/files/2021/08/EV-Charging-Stations-in-Chicago-1916.jpeg
2013-07-30	"Just the way he advertised: Jesus, Gandhi, Me!"	Quote	Bill Burr	"Just the way he advertised: Jesus, Gandhi, Me!"	https://lybio.net/bill-burr-doesnt-believe-the-steve-jobs-hype-conan-on-tbs/comedy/
2021-06-30	Reuters Institute Digital News Report 2021	Report	Anne Schulz,Craig T. Robertson,Nic Newman,Rasmus Kleis Nielsen,Richard Fletcher,Simge Andi	This is the tenth edition of our Digital News Report and a milestone for us in that the 46 markets covered this year account for more than half the world’s population. We are particularly proud to be able to include more countries in the Global South, primarily because we hope the data and analysis we present are useful for journalists, editors, and media executives there, but also because we strongly believe their colleagues elsewhere can learn a lot from the situation in countries where news media have long faced political attacks, financial precarity, and internet users heavily oriented towards mobile and social media – some of the realities journalists in historically more privileged parts of the world increasingly have to deal with.	https://reutersinstitute.politics.ox.ac.uk/sites/default/files/2021-06/Digital_News_Report_2021_FINAL.pdf
2021-06-30	USA News Media Landscape Trends	Report	Accenture	The American media landscape has fundamentally changed in the past two decades. The internet democratised how content is created and consumed, enabling new channels of communication between businesses and consumers. These changes have significantly disrupted traditional newspaper revenues, which have fallen by half as the market for printed classifieds advertisements has all but disappeared.	https://newsmedia-analysis.com/wp-content/uploads/2021/06/accenture_analysis_USAnewsmedia.pdf
2020-06-30	Reuters Institute Digital News Report 2020	Report	Anne Schulz,Nic Newman,Rasmus Kleis Nielsen,Richard Fletcher,Simge Andi	This yearâs report comes in the midst of a global health pandemic that is unprecedented in modern times and whose economic, political, and social consequences are still unfolding. The seriousness of this crisis has reinforced the need for reliable, accurate journalism that can inform and educate populations, but it has also reminded us how open we have become to conspiracies and misinformation. Journalists no longer control access to information, while greater reliance on social media and other platforms give people access to a wider range of sources and âalternative factsâ, some of which are at odds with official advice, misleading, or simply false.	https://reutersinstitute.politics.ox.ac.uk/sites/default/files/2020-06/DNR_2020_FINAL.pdf
2020-06-30	Midyear Report	Report		Please join us in looking back at the major stories in the industry over the first six months of 2020. We are encouraged by the continued strong demand for music. We celebrate the creativity that artists have shown and the new ways that they are staying engaged with their fan bases.	https://static.billboard.com/files/2020/07/NielsenMID-YEAR-2020-us-1594300786.pdf
2019-06-30	World Energy Investment 2019	Report		The World Energy Investment (WEI) report is the world’s benchmark for tracking investment trends across the energy sector. Now in its fourth edition, the report continues to enhance its role as a timely and valued analytical tool - with a new look and feel - to help inform decision making by governments, industry and the financial community alike	https://webstore.iea.org/world-energy-investment-2019
2018-06-30	Reuters Institute Digital News Report 2018	Report	Antonis Kalogeropoulos,David A. L. Levy,Nic Newman,Rasmus Kleis Nielsen,Richard Fletcher	This is our seventh annual report that explores the changing environment around news across countries. The report is based on a survey of more than 74,000 people in 37 markets, along with additional qualitative research, which together make it the most comprehensive ongoing comparative study of news consumption in the world. Europe remains a key focus, where we cover 25 countries including Bulgaria for the first time this year, but we also cover six markets in Asia (Japan, South Korea, Taiwan, Hong Kong, Malaysia, and Singapore) along with four Latin American countries (Brazil, Argentina, Chile, and Mexico) and the United States and Canada from North America.	https://s3-eu-west-1.amazonaws.com/media.digitalnewsreport.org/wp-content/uploads/2018/06/digital-news-report-2018.pdf
2018-06-30	World Energy Investment 2018	Report		Now established as a benchmark for measuring investment across the energy sector, the third edition of the World Energy Investment report presents the IEA’s continuing analysis of the wide-ranging factors shaping energy investment decisions today. This year, we have identified a common theme about the importance of governments.	https://webstore.iea.org/login
2018-06-30	Electric Vehicles	Report		Review of global EV and battery sales globally	https://bnef.turtl.co/story/evo2018/login
2017-06-30	Reuters Institute Digital News Report 2017	Report	Antonis Kalogeropoulos,David A. L. Levy,Nic Newman,Rasmus Kleis Nielsen,Richard Fletcher	This is our sixth annual report that explores the changing environment around news across countries. The report is based on a survey of more than 70,000 people in 36 markets, along with additional qualitative research, which together make it the most comprehensive ongoing comparative study of news consumption in the world. A key focus remains in Europe where we have added Slovakia, Croatia, and Romania for the first time – but we have also added four markets in Asia (Taiwan, Hong Kong, Malaysia, and Singapore) along with three additional Latin American countries (Argentina, Chile, and Mexico).	https://reutersinstitute.politics.ox.ac.uk/sites/default/files/Digital%20News%20Report%202017%20web_0.pdf
2016-06-30	Reuters Institute Digital News Report 2016	Report	David A. L. Levy,Nic Newman,Rasmus Kleis Nielsen,Richard Fletcher	This is our fifth annual report that explores the changing environment around news across countries. The report is based on a survey of more than 50,000 people in 26 countries, which makes it the largest ongoing comparative study of news consumption in the world and twice as big as last year. A key focus is in Europe where we have done the bulk of our polling – but we are delighted to have added Canada and South Korea this year to the United States, Australia, Brazil, and Japan, which have been part of our survey for some time.	https://s3-eu-west-1.amazonaws.com/media.digitalnewsreport.org/wp-content/uploads/2018/11/Digital-News-Report-2016.pdf
2016-06-30	Ericsson Mobility Report (Jun 2016)	Report	Ericsson	In this Ericsson Mobility Report, we continue to describe the evolution towards the Networked Society. Between 2015 and 2021, IoT is expected to increase at a compounded annual growth rate (CAGR) of 23 percent, making up close to 16 billion of the total forecast 28 billion connected devices in 2021.	https://www.ericsson.com/en/reports-and-papers/mobility-report/reports
2015-06-30	Reuters Institute Digital News Report 2015	Report	David A. L. Levy,Nic Newman,Rasmus Kleis Nielsen	This is our fourth annual report that looks to map the changing ecology of news across countries. The report is based on a survey of more than 20,000 people in 12 countries, which makes it the largest ongoing comparative study of news consumption in the world. We have added Australia and Ireland this year to a core set that includes France, Germany, Denmark, Finland, Italy, Spain, Brazil,1 and Japan – along with the UK and US	https://reutersinstitute.politics.ox.ac.uk/sites/default/files/research/files/Reuters%2520Institute%2520Digital%2520News%2520Report%25202015_Full%2520Report.pdf
2015-06-30	Ericsson Mobility Report (Jun 2015)	Report	Ericsson	Smartphone subscriptions are set to more than double by 2020. By this time, 70 percent of the world´s population will have a smartphone. There is also a growing number of connected devices, mainly driven by an increasing range of applications and business models, and supported by falling modem costs. Our forecast indicates that there will be 26 billion connected devices by 2020.	https://www.ericsson.com/en/reports-and-papers/mobility-report/reports
2014-06-30	Reuters Institute Digital News Report 2014	Report	David A. L. Levy,Nic Newman	This is our third annual report that looks to track and compare changes in online news consumption across countries. This year we find more compelling evidence about the pace of the multi-platform revolution and the increasing use of smartphones and tablets for news. The report also explores different ways in which people are paying for news, the growing importance of video content, and brings unique data about the role played by different social networks for news in our participating countries.	https://reutersinstitute.politics.ox.ac.uk/sites/default/files/research/files/Reuters%2520Institute%2520Digital%2520News%2520Report%25202014.pdf
2014-06-30	Ericsson Mobility Report (Jun 2014)	Report	Ericsson	The number of mobile subscriptions worldwide grew approximately 7 percent year-on-year during Q1 2014. The number of mobile broadband subscriptions grew even faster over this period – at a rate of 35 percent year-on-year, reaching 2.3 billion. The amount of data usage per subscription also continued to grow steadily. Around 65 percent of all mobile phones sold in Q1 2014 were smartphones. Together, these factors have contributed to a 65 percent growth in mobile/cellular data traffic between Q1 2013 and Q1 2014.	https://www.ericsson.com/en/reports-and-papers/mobility-report/reports
2013-06-30	Reuters Institute News Report 2013	Report	David A. L. Levy,Nic Newman	This is the second in what we hope will be an annual series of reports that tracks the transition of the news industry towards an increasingly digital and multiplatform future. This year’s report provides compelling evidence about the growing number of ways of consuming news and, in particular, the speeding up of the mobile and tablet revolution. It also documents the ways in which people are paying for news, the growing number of locations where they access the news, and brings new data about the trust and credibility of different news sources as well as attitudes to partial or impartial news.	https://s3-eu-west-1.amazonaws.com/media.digitalnewsreport.org/wp-content/uploads/2014/05/Reuters-Institute-Digital-News-Report-2013.pdf
2013-06-30	Ericsson Mobility Report (Jun 2013)	Report	Ericsson	The number of mobile subscriptions worldwide has grown approximately 8 percent year-on-year during Q1 2013. The number of mobile broadband subscriptions grew even faster over this period at a rate of 45 percent year-on-year, reaching around 1.7 billion. The amount of data usage per subscription also continued to grow steadily. About 50 percent of all mobile phones sold in Q1 2013 were smartphones.	https://www.ericsson.com/en/reports-and-papers/mobility-report/reports
2012-06-30	Reuters Institute Digital News Report 2012	Report	Steve Schifferes,David A. L. Levy,Peter Kellner,Nic Newman	Digital and social media are contributing to audience and device fragmentation - and to the disruption of the business models that have underpinned our information ecosystem.	https://s3-eu-west-1.amazonaws.com/media.digitalnewsreport.org/wp-content/uploads/2012/05/Reuters-Institute-Digital-News-Report-2012.pdf
2018-05-30	Internet Trends 2018	Report	Mary Meeker	We focus on trends around data + personalization; high relative levels of tech company R&D + Capex Spending; E-Commerce innovation + revenue acceleration; ways in which the Internet is helping consumers contain expenses + drive income (via on-demand work) + find learning opportunities. We review the consumerization of enterprise software and, lastly, we focus on China’s rising intensity & leadership in Internet-related markets. At 3.6B, the number of Internet users has surpassed half the world’s population. When markets reach mainstream, new growth gets harder to find - evinced by 0% new smartphone unit shipment growth in 2017.	https://www.bondcap.com/report/it18/#view/1
2012-05-30	Internet Trends 2012	Report	Mary Meeker	1) Basic Stats – Internet Growth Remains Robust, Rapid Mobile Adoption Still in Early Stages 2) Re-Imagination – of Nearly Everything 3) Economy – Mixed Trends, With Negative Bias 4) ‘USA, Inc.’ – A Lot to be Excited About in Tech, A Lot to be Worried about in Other Areas 5) Bubble – or Not?	https://www.bondcap.com/report/it12/#view/1
2021-04-30	Bitcoin is Key to an Abundant, Clean Energy Future	Report	Ark,Square	In this memo, we aim to explain how the Bitcoin network functions as a unique energy buyer that could enable society to deploy substantially more solar and wind generation capacity. This deployment, along with energy storage, aims to facilitate the transition to a cleaner and more resilient electricity grid. We believe that the energy asset owners of today can become the essential bitcoin miners of tomorrow.	https://assets.ctfassets.net/2d5q1td6cyxq/5mRjc9X5LTXFFihIlTt7QK/e7bcba47217b60423a01a357e036105e/BCEI_White_Paper.pdf
2021-04-30	A year of disruption in the private markets	Report	McKinsey	After record activity in 2019, private markets fundraising in 2020 declined on an annual basis across most asset classes and regions, reflecting the impact of COVID-19. North America and Europe saw their first drop since 2014, while Asian fundraising declined for the third straight year.	https://www.mckinsey.com/~/media/mckinsey/industries/private%20equity%20and%20principal%20investors/our%20insights/mckinseys%20private%20markets%20annual%20review/2021/mckinsey-global-private-markets-review-2021-v3.pdf
2020-04-30	The Smart Audio Report Spring 2020	Report		New research from The Smart Audio Report from NPR and Edison Research finds that 77% of those in the U.S. age 18+ are experiencing a change in their typical routine due to the outbreak of COVID-19 as of April 1, and voice-assistant usage has expanded during these disruptions.	https://www.nationalpublicmedia.com/uploads/2020/04/The-Smart-Audio-Report_Spring-2020.pdf
2020-03-30	Assessing the impacts of shared autonomous vehicles oncongestion and curb use: A traffic simulation study in The Hague, Netherlands	Report		This research aims to provide insights into the congestion effectsof SAVs on urban traffic, focusing on the differences in microscopic behaviour from conven-tional cars, and to investigate which easy-to-implement solutions a municipality couldapply to facilitate the new mix of traffic	https://www.sciencedirect.com/science/article/pii/S2046043020300265
2020-01-30	Digital 2020: Global Digital Overview	Report		Digital, mobile, and social media have become an indispensable part of everyday life for people all over the world. More than 4.5 billion people now use the internet, while social media users have passed the 3.8 billion mark. However, the shadow of data misuse remains and almost half of internet users are using ad blockers. For this and more, check out Digital 2020 below: your ultimate guide to the evolving digital world.	https://wearesocial-net.s3-eu-west-1.amazonaws.com/wp-content/uploads/common/reports/digital-2020/digital-2020-global.pdf
2020-01-30	YouTube is full of teachers who will happily repeat themselves until you get it. A rewindable instructor has infinite patience. One of the great resources of our time.	Quote		YouTube is full of teachers who will happily repeat themselves until you get it. A rewindable instructor has infinite patience. One of the great resources of our time.	https://twitter.com/TheStoicEmperor/status/1222762769960730626
2020-12-29	2020 Review: SaaS IPOs	Report	Alex Clayton	2020 has been a year to remember for SaaS IPOs, and it's even more impressive it all happened in around six months in the midst of a global pandemic.	https://www.meritechcapital.com/blog/2020-review-high-growth-saas-ipos
2020-11-29	OnlyFans grew faster than any other creator platform this year. Let's explore why	Deck/Memo/Presentation	Peter Yang	OnlyFans flywheel	https://twitter.com/petergyang/status/1333088904296026119
2020-10-29	How Discord (somewhat accidentally) invented the future of the internet	Bio/Obituary/Profile/Interview		Discord's founders just wanted to create a way to talk to their gamer friends. They created something much bigger.	https://www.protocol.com/discord
2020-10-29	Payments in Sweden 2020	Report		Cash usage is at the lowest level ever. Less than one-tenth of all payments are made in cash. Instead, people in Sweden are paying more often by card or the app Swish. This trend has grown stronger during the coronavirus pandemic. To prepare for a future in which fewer and fewer people pay in cash, the Riksbank is investigating the possibility of issuing digital cash the so-called e-krona. It is also important that those who want to use cash should be able to continue to do so. These are the conclusions in the latest report, "Payments in Sweden 2020".	https://www.riksbank.se/en-gb/payments--cash/payments-in-sweden/payments-in-sweden-2020/1.-the-payment-market-is-being-digitalised/cash-is-losing-ground/
2020-06-29	Bio of Bloomberg L.P.	Bio/Obituary/Profile/Interview			https://threads-web.vercel.app/threads/1277632097478488065
2013-05-29	Internet Trends 2013	Report	Liang Wu,Mary Meeker	• Key Internet Trends – Growth Continues • Re-Imagination – Being Re-Imagined & Uploaded • Mobile – Aggressive Momentum • Computing – Yet Another Platform Change… • Lots to Learn from China – Volume + Innovation • Most Enabled Entrepreneurs Ever? • So, You Want to Be a Public Company? • High-Skilled Immigration – Perspective	https://www.bondcap.com/report/it13/#view/1
2020-04-29	How Hulu works	Article	Peter Ramsey	If you’re subscribed to Netflix, Amazon Prime and Disney+, then you already have more content available than you could ever realistically consume. Which makes the user experience of other streaming services—such as Hulu—even more important. They can’t just be good, they need to be great. This is a case study about signing up to Hulu, and highlights a few ways that they could improve their UX.	https://builtformars.com/case-studies/how-hulu-works
2020-04-29	THE FUTURE SHOPPER REPORT 2020	Report		Our latest report, drawn from data collected during the COVID-19 outbreak, gives an insight not only into the digital commerce shopping habits of over 16,000 consumers in the UK, US, Australia, China, France, Germany, Spain and the Netherlands, but also how this outbreak will affect future shoppers.	https://insights.wundermanthompsoncommerce.com/hubfs/@UK/Landing%20Pages/2020/The%20Future%20Shopper%202020/WTC%20-%20The%20Future%20Shopper%20Report%202020.pdf
2021-03-29	We only hire from top schools is lazy practice that results in less-than-top teams.	Essay/Thoughts/Whitepaper/Opinion	Martin Casado	"We only hire from top schools" is lazy practice that results in less-than-top teams. This thread is a rough attempt to explain why	https://twitter.com/martin_casado/status/1376263559215153152
2018-03-29	Electric Buses in Cities Driving Towards Cleaner Air and Lower CO2	Report		This report, authored by Bloomberg New Energy Finance on behalf of the C40 Cities Climate Leadership Group, provides an overview of the e-bus sector, including a description of business models, an overview of existing e-bus manufacturers and a detailed analysis of the costs associated with running e-buses. The report also discusses how different types of cities can best deploy electric buses.	https://about.bnef.com/blog/electric-buses-cities-driving-towards-cleaner-air-lower-co2/
2021-12-28	Living Wage Calculator	Literature/Paper	Carey Anne Nadeau,Amy K. Glasmeier	The living wage model is an alternative measure of basic needs. It is a market-based approach that draws upon geographically specific expenditure data related to a family's likely minimum food, childcare, health insurance, housing, transportation, cell phone and broad band service, funds for civic engagement (see page 8 of this document for details) and other necessities (e.g., clothing, personal care items, etc.) costs. The living wage draws on these cost elements and the rough effects of income and payroll taxes to determine the minimum employment earnings necessary to meet a family's basic needs while also maintaining self-sufficiency.	https://livingwage.mit.edu/resources/Living-Wage-Users-Guide-Technical-Documentation-2021-12-28.pdf
2020-09-28	Why the world needs to wake up to India’s Jio	Article			https://qz.com/india/1898734/with-facebook-google-ambanis-jio-can-be-a-global-tech-leader/
2016-07-28	Disrupting Logistics: The Startups That Are Unbundling FedEx & UPS	Report		Startups have cropped up within the shipping and logistics industry, applying technology and new on-demand economy concepts to lower costs, increase flexibility, and streamline operations	https://www.cbinsights.com/research/startups-unbundling-fedex/
2020-06-28	Money wants to be stupid.	Essay/Thoughts/Whitepaper/Opinion		The word “invest” has 2 distinct meanings in relation to capital: Invest (1): Spend money to build a capability. Example: a bridge, a factory, a mansion. Invest (2): Spend money to acquire a formal stake in an existing capability. Example: stock, bond, lien.	https://twitter.com/vgr/status/1277262959828283392
2020-05-28	Covid’s Impact on Ad Pricing	Report		Two-thirds of advertising sellers—including publishers, platforms and programmatic media sellers—have had advertising rates decline since the Covid lockdown began . Publishers that sell ads directly have been significantly more impacted by ad rate reductions than programmatic specialist. Display ad CPMs have been hit hardest by price reduction. Ads on connected devices (CTV/OTT) are showing the greatest price resilience	https://www.iab.com/wp-content/uploads/2020/05/IAB_Sell-Side_Ad_Revenue_2_CPMs_5.28.2020.pdf
2020-05-28	ISBA PROGRAMMATIC SUPPLY CHAIN TRANSPARENCY STUDY	Report		The advertiser-funded ISBA Programmatic Supply Chain Transparency Study, in association with the Association of Online Publishers (AOP) and carried out by PwC, marks the first time that programmatic advertising supply chains – the way in which advertisers and publishers are served by the programmatic ad delivery system - have been mapped from end-to-end, anywhere in the world.	https://www.isba.org.uk/media/2424/executive-summary-programmatic-supply-chain-transparency-study.pdf
2017-05-28	Cryptoasset Valuation Methodologies	Report		Methodology for valuating cryptoassets.	https://twitter.com/cburniske/status/868821997626765313
2014-05-28	Internet Trends 2014	Report	Mary Meeker	1) Key Internet Trends 2) Status Update – Tech Stocks / Education / Healthcare 3) Re-Imagining Continues 4) Screen + Video Growth = Still Early Innings 5) China’s Epic Share Gains 6) Public Company Trends 7) One More Thing(s)... 8) Ran Outta Time Thoughts / Appendix	https://www.bondcap.com/report/it14/#view/1
1997-05-28	Internet Trends 1997	Report	Sharon Pearson,Mary Meeker	In this report we describe the trends, the companies, and the outlook for Internet-based retailing. Based on our review of the development of retailing in the past, we conclude that, in time, the opportunity for retailing and direct-marketing cost savings on the Web will be significant, though it will likely only affect certain retailing sectors.	https://www.bondcap.com/report/it97/#view/1
2020-04-28	2020 Flexera State of the Cloud Report	Report		Cloud spend is rising as organizations adopt multi-cloud strategies and put more workloads and data in the cloud	https://resources.flexera.com/web/pdf/report-state-of-the-cloud-2020.pdf
2019-02-28	RIAA 2018 YEAR-END MUSIC INDUSTRY REVENUE REPORT	Report		Fueled by tremendous creative output by groundbreaking artists and now more than 50 million paid subscriptions, the U.S. music industry experienced its third year of consecutive growth in 2018 with retail revenues up 12% to $9.8 billion. Streaming now comprises 75% of total industry revenues. Vinyl continues to be a bright spot for the physical market, up 8% to $419 million, the highest revenue level since 1988.	http://www.riaa.com/wp-content/uploads/2019/02/RIAA-2018-Year-End-Music-Industry-Revenue-Report.pdf
2021-01-28	Businesses at Work 2021	Report		Welcome to the seventh Businesses at Work report, an in-depth look into how organizations and people work today — exploring workforces and customers, and the applications and services they use to be productive.	https://www.okta.com/sites/default/files/2021-03/Businesses-at-Work-2021.pdf
2018-01-28	“Economists don’t decide what things are worth, people do.”	Quote	Joel Monegro	“Economists don’t decide what things are worth, people do.”	https://twitter.com/cburniske/status/957716435962421249
2020-12-27	Fund people, not projects I: The HHMI and the NIH Director's Pioneer Award	Essay/Thoughts/Whitepaper/Opinion		So there's this paper, Incentives and Creativity: Evidence from the academic life sciences (Azoulay, Graff Zivin, Manso 2011) that shows that Howard Hughes Medical Institute (HHMI) investigators (who are funded for a longer term and in a more open ended way) outperform those of the National Institutes of Health (NIH) that have shorter review cycles and more concrete grant proposals. This is seen as a vindication of the "fund people, not projects" paradigm. However, the effect sample reported is huge , perhaps too good to be true, and the extent to which this model can scale is debatable, as Azoulay himself also says that it is not clear how well this model can scale. HHMI is very much focused on a narrow elite.
2020-09-27	Coinbase is a mission focused company	Article	Brian Armstrong	There have been a lot of difficult events in the world this year: a global pandemic, shelter in place, social unrest, widespread protests and riots, and west coast wildfires. On top of that we have a contentious U.S. election on the horizon.	https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804
2017-07-27	"The height of civilization isn’t the poor owning cars but the rich sharing bikes."	Quote	Horace Dediu	"The height of civilization isn’t the poor owning cars but the rich sharing bikes."	https://twitter.com/asymco/status/890571956281651201
2021-05-27	The Cost of Cloud, a Trillion Dollar Paradox	Article	Martin Casado,Sarah Wang	There is no doubt that the cloud is one of the most significant platform shifts in the history of computing. Not only has cloud already impacted hundreds of billions of dollars of IT spend, it’s still in early innings and growing rapidly on a base of over $100B of annual public cloud spend.	https://a16z.com/2021/05/27/cost-of-cloud-paradox-market-cap-cloud-lifecycle-scale-growth-repatriation-optimization/
2019-05-27	Just keep building icebergs. Those who never did and never could never will.	Quote	Rocky Pruitt	Just keep building icebergs. Those who never did and never could never will.	https://twitter.com/RockyPruitt/status/1133157580795273216
2015-05-27	Internet Trends 2015	Report	Mary Meeker	1) Internet – Two-Thirds of a Generation In... 2) Key Internet Trends 3) Re-Imagining Continues... 4) America’s Evolving Work Environment... 5) Big Internet Markets = China / India 6) Public / Private Company Data 7) One More Thing... 8) Ran Outta Time Thoughts / Appendix	https://www.bondcap.com/report/it15/#view/1
2020-04-27	COVID-19 CRISIS: GLOBAL KNOWLEDGE BASE FOR STARTUP ECOSYSTEM ACTORS	Report		This compilation is a living document including useful ways to mitigate or resolve COVID-19 induced challenges around the world for policy makers, startups, and their communities.	https://startupgenome.com/reports/covid-19-global-knowledge-base
2020-04-27	Startup Ecosystem Faces Capital Crunch over Coming Months	Report		The National Venture Capital Association (NVCA) is working to better understand the impact of the COVID-19 economic crisis on the startup ecosystem, and to explain the role and limitations of venture capital during this time. This white paper also outlines what we believe the industry may look like over the coming months as this crisis evolves	https://nvca.org/wp-content/uploads/2020/04/Startup-Ecosystem-Faces-Capital-Crunch-over-Coming-Months-5.pdf
2017-03-27	Global Extreme Poverty	Report		During the first half of the last century, the growth of the world population caused the absolute number of poor people in the world to increase, even though the share of people in poverty was going down. After around 1970, the decrease in poverty rates became so steep that the absolute number of people living in extreme poverty started falling as well. This trend of decreasing poverty—both in absolute numbers and as a share of the world population—has been a constant during the last three decades.	https://ourworldindata.org/extreme-poverty
2017-02-27	THE KNOWLEDGE PROJECT: Naval Ravikant	Report		Naval Ravikant is the CEO and co-founder of AngelList. He’s invested in more than 100 companies, including Uber, Twitter, Yammer, and many others. It’s difficult to nail down exactly what we discuss in our conversation because I had so many questions to ask him. Naval is an incredibly deep thinker who challenges the status quo on so many things. This is an interview you’ll want to listen to, think a bit, and then listen to again.	https://theknowledgeproject.libsyn.com/naval-ravikant-on-reading-happiness-systems-for-decision-making-habits-radical-honesty
2021-01-27	DIGITAL 2021: GLOBAL OVERVIEW REPORT	Report		Close to half a billion new social media users. 1.3 billion years spent using the internet. Trillions of dollars spent on ecommerce. If you’re looking for the latest digital insights and social media stats, you’ll find them all here.	https://wearesocial-net.s3-eu-west-1.amazonaws.com/wp-content/uploads/common/reports/digital-2021/digital-2021-global.pdf
2021-12-26	The Mirrortable	Article	Balaji Srinivasan	Mirrortables are to cap tables what stablecoins are to fiat currencies. They streamline and internationalize the logistical mess of angel investing.	https://balajis.com/mirrortable/
2019-12-26	Flatiron School 2019 Jobs Report	Report		Our grads launch new careers with impressive salaries. Our 2019 Jobs Report shows how motivated people with big career goals can quickly transform their lives by landing jobs in tech. Check out these stats.	https://hi.flatironschool.com/rs/072-UWY-209/images/Flatiron%20School%20Jobs%20Report.pdf
2020-11-26	MP Materials (MP) Breakdown	Deck/Memo/Presentation	Igli Gezim	MP Materials owns and operates the largest, rare earth materials mining and processing facility in the Western Hemisphere.	https://equitybreakdown.substack.com/p/mp-materials-mp-breakdown
2020-10-26	Q3 2020 FinTech Insights	Report		FT Partners Research is pleased to announce the publication of our 115-page Q3 2020 FinTech Insights, providing a comprehensive review of global FinTech deal activity with analysis across private company financings, IPOs, and M&A statistics.	https://ftpartners.docsend.com/view/c7kgct3ztqyd8mv3
2021-02-26	Amazon's Cash Flow	Deck/Memo/Presentation		We published a blog on Amazon around a year ago where we explored the issue of free cash flow. We explained then that Amazon uses three different definitions of free cash flow and why we use a different calculation. Feedback from readers was that this was quite surprising, given that the free cash flow yield is considered one of the most important valuation parameters, and many readers asked if we could delve deeper into Amazon’s cash flow statement and look at some of the factors affecting operating cash flow	https://www.behindthebalancesheet.com/blog-1/amazons-cash-flow
2018-01-26	Focus	Essay/Thoughts/Whitepaper/Opinion	Venkatesh Rao		https://www.pirque.vc/focus/
2016-01-26	"If it were a fact, it wouldn't be called intelligence."	Quote	Donald Rumsfeld	"If it were a fact, it wouldn't be called intelligence."	https://www.youtube.com/watch?v=4Z3z7DvoA-M
2019-11-25	2019 Internet Report: Southeast Asia's Golden Age	Report		A detailed outlook on Southeast Asia: why we believe it's Asia’s next chapter of growth An explanation for the rise of regional tech platforms in Southeast Asia and the enablers of it Our prediction on the winning tech business models and the use of China as a credible roadmap The massive opportunity for growth equity in the region Identifying a new generation of tech companies: the rise of the rhinos	https://www.dropbox.com/s/ev8kajnqzrzk03l/Asia%20Partners%202019%20Southeast%20Asia%20Internet%20Report.pdf
2019-11-25	The State of European Tech	Report		In 2019 alone, 40 different European tech companies raised rounds of 100 million dollars or more. Back then, there were just 22 venture-backed tech companies with billion-dollar valuations or higher. Today, there are 99. There's no doubt we're producing some of the fastest-growing companies on the planet right now.	https://www.atomico.com/presenting-the-2019-state-of-european-tech-report/
2017-07-25	Report of Investigation Pursuant to Section 21(a) of the Securities Exchange Act of 1934: The DAO	Report		The United States Securities and Exchange Commission’s (“Commission”) Division of Enforcement (“Division”) has investigated whether The DAO, an unincorporated organization; Slock.it UG (“Slock.it”), a German corporation; Slock.it’s co-founders; and intermediaries may have violated the federal securities laws. The Commission has determined not to pursue an enforcement action in this matter based on the conduct and activities known to the Commission at this time.	https://www.sec.gov/litigation/investreport/34-81207.pdf
2020-06-25	Global Startup Ecosystem Report 2020	Report		The global startup economy remains large, creating nearly $3 trillion in value, a figure on par with the GDP of a G7 economy.1 Seven out of the top 10 largest companies in the world are in technology — the highest concentration of any industry sector among the top global companies — and 2019 saw close to $300 billion in venture capital investments around the world.2	https://startupgenome.com/all-reports
2020-06-25	IPO Industry Breakdown	Report		Realtime Industry breakdown of IPOs YTD and 1 Year	https://www.renaissancecapital.com/IPO-Center/Stats/Industry
2021-05-25	Vimeo, Anjali Sud pitched story	Article	Ankith Harathi	Imagine trying to compete with YouTube and Netflix at the same time. That's what Anjali Sud faced when she joined Vimeo 6 years ago. She quickly felt their strategy was wrong, and brought it up in a meeting. Today, as CEO, she took Vimeo public.	https://twitter.com/ankithharathi/status/1397369781335076864
2019-05-25	"Bitcoin is not tied to anything" "Neither is US dollars and how big is your cash position?"	Quote	Anthony Pompliano	"Bitcoin is not tied to anything" "Neither is US dollars and how big is your cash position?"	https://twitter.com/mrjasonchoi/status/1132247273427963904
2020-04-25	Adults' Media Use and Attitudes Report	Report		Adult internet users estimate they spend an average of 25.1 hours online per week, unchanged since 2018 and 2017. What is changing, though, is the way in which people access the internet. Nearly all UK internet users now use at least one device other than a computer to go online (93%), and a growing proportion of adults only use devices other than a computer to go online (34% of all adults, up from 29% in 2018). This is the continuation of a long-term trend; use of only non-computer devices was just 6% in 2014. Eleven per cent of adults only use a smartphone to go online, up from 3% in 2014	https://www.ofcom.org.uk/__data/assets/pdf_file/0031/196375/adults-media-use-and-attitudes-2020-report.pdf
2018-04-25	Adults' Media Use and Attitudes Report	Report		The annual adults' media use and attitudes report provides research that looks at media use, attitudes and understanding, and how these change over time, with a particular focus on those groups that tend not to participate digitally. The report covers the internet, as well as TV, radio, mobile and games.	https://www.ofcom.org.uk/__data/assets/pdf_file/0011/113222/Adults-Media-Use-and-Attitudes-Report-2018.pdf
2020-02-25	RIAA 2019 YEAR-END MUSIC INDUSTRY REVENUE REPORT	Report		Continued strong growth to more than 60 million paid subscriptions drove the U.S. music industry to its fourth consecutive year of double digit growth. Total 2019 revenues of $11.1 billion were up 13% versus $9.8 billion the prior year. Streaming made up nearly 80% of total revenues as the music industry has transformed to a digital-first business.	https://www.riaa.com/wp-content/uploads/2020/02/RIAA-2019-Year-End-Music-Industry-Revenue-Report.pdf
2020-02-25	The Inclusive Internet Index	Report		The Inclusive Internet Index, commissioned by Facebook and conducted by The Economist Intelligence Unit, returns for its fourth year. The index provides a rigorous benchmark of national-level Internet inclusion in 100 countries across four categories: Availability, Affordability, Relevance and Readiness. This year’s index, which covers 91% of the world’s population, is published for a third year alongside the Value of the Internet Survey, which polled 4,953 respondents from 99 countries, to gauge perceptions on how Internet use affects people’s lives and livelihoods. This executive summary presents the index and survey highlights.	https://theinclusiveinternet.eiu.com/
2019-02-25	The Inclusive Internet Index	Report		The Inclusive Internet Index, commissioned by Facebook and conducted by The Economist Intelligence Unit, returns for its third year. Expanded to cover 100 countries, up from 86 in 2018, the index provides a rigorous benchmark of national-level Internet inclusion across four categories: Availability, Affordability, Relevance and Readiness. This year’s index, which covers 94% of the world’s population, is published for a second year alongside the Value of the Internet Survey, which polled 5,069 respondents from 99 countries, to gauge perceptions on how Internet use affects people’s lives and livelihoods. This executive summary presents the index and survey highlights.	https://theinclusiveinternet.eiu.com/
2019-02-25	The Mobile Economy 2019	Report		The GSMA Mobile Economy series provides the latest insights on the state of the mobile industry worldwide. Produced by our renowned in-house research team, GSMA Intelligence, these reports contain a range of technology, socio-economic and financial datasets, including forecasts out to 2025. The global version of the report is published annually at MWC Barcelona, while regional editions are published throughout the year.	https://data.gsmaintelligence.com/api-web/v2/research-file-download
2021-01-25	The Future 100: 2021	Report		The Future 100: Trends and Change to Watch in 2021 highlights emerging consumer behaviors with 100 trend predictions from Wunderman Thompson Intelligence. Trends span culture, tech and innovation, travel and hospitality, brands and marketing, food and drink, beauty, retail, health, work and finance. Each includes an original analysis of why it matters for the organizations whose products and services we use daily. This year’s report also includes 21 exclusive predictions from leading experts across industries to mark 2021.	https://intelligence.wundermanthompson.com/trend-reports/the-future-100-2021/
2021-01-25	3D-PRINTED ELECTRONICS: ADDITIVELY MANUFACTURED ELECTRONICS (AME)	Deck/Memo/Presentation	Nano Dimension		https://s23.q4cdn.com/747906804/files/doc_presentations/2021/2021-1-25-NNDM_Corporate_Presentation.pdf
2017-12-24	"We should always be careful not to assume the new paradigm will function like the old paradigm. But we can arrive at the expectation that payments will be a fragmented space by applying first principles rather than extrapolating from the present."	Quote	John Pfeffer	"We should always be careful not to assume the new paradigm will function like the old paradigm. But we can arrive at the expectation that payments will be a fragmented space by applying first principles rather than extrapolating from the present."	https://twitter.com/bluegrasscap/status/1226204059968974848
2020-11-24	Investment Thesis for Metromile $INAQ	Deck/Memo/Presentation	Chamath Palihapitiya		https://twitter.com/chamath/status/1331278297930428417
2021-10-24	Designing an Exchange	Article	Ming Zhao	Exchanges are the market's DNA. Details of their inner workings determine all downstream trading dynamics.	https://twitter.com/FabiusMercurius/thread/1452349285865984000
2019-10-24	2020 Global Networking Trends Report	Report		Trends such as globalization, digital transformation, business automation and resilience, and sustainability are shaping the requirements for a new kind of network.• The evolving technology landscape—emerging cloud-native models, Internet of Things, artificial intelligence (AI), mobile, cybersecurity threats, and immersive applications—are dramatically impacting IT networking architectures and operations	https://www.cisco.com/c/dam/m/en_us/solutions/enterprise-networks/networking-report/files/GLBL-ENG_NB-06_0_NA_RPT_PDF_MOFU-no-NetworkingTrendsReport-NB_rpten018612_5.pdf
2019-10-24	Deep Tech Trends 2019	Report		It mainly focuses on our key investment areas via our programs (hardware via www.hax.co, and biotech via www.indiebio.co and www.rebelbio.co). It is embedded below followed by some key highlights.	https://sosv.com/deeptechtrends/
2019-10-24	Deep Tech Trends 2019	Report		Key trends in 'Deep Tech' covering __IoT __Robotics __Health Tech __Frontier Tech and __Biotech. Made by the SOSV team.	https://www.slideshare.net/SOSv/deep-tech-trends-2019
2019-09-24	Music Listening 2019	Report		IFPI, the organisation that represents the recorded music industry worldwide, today released the Music Listening 2019 report, which examines the ways in which music consumers aged 16 – 64 engage with recorded music across 21 countries.	https://www.ifpi.org/downloads/Music-Listening-2019.pdf
2013-09-24	Overpopulation	Essay/Thoughts/Whitepaper/Opinion	Alan Weisman		https://www.pirque.vc/overpopulation/
2007-07-24	Making Silicon Valley: Innovation and the Growth of High Tech, 1930-1970	Book	Christophe Lecuyer	In Making Silicon Valley, Christophe Lécuyer shows that the explosive growth of the personal computer industry in Silicon Valley was the culmination of decades of growth and innovation in the San Francisco-area electronics industry. Using the tools of science and technology studies, he explores the formation of Silicon Valley as an industrial district, from its beginnings as the home of a few radio enterprises that operated in the shadow of RCA and other East Coast firms through its establishment as a center of the electronics industry and a leading producer of power grid tubes, microwave tubes, and semiconductors.	https://www.amazon.com/Making-Silicon-Valley-Innovation-Technology/dp/0262622114
2020-06-24	Online Nation 2020 Report	Report		Online Nation is an annual research report, published for the first time in 2019. Using research produced both by Ofcom and others, this report and the accompanying interactive data look at what people in the UK are doing online, how they are served by online content providers and platforms, and their experiences of using the internet, alongside business models and industry trends. As well as looking at long-term trends, this year’s report includes more recent data looking at online behaviour in the UK during the coronavirus (Covid-19) pandemic.	https://www.ofcom.org.uk/__data/assets/pdf_file/0027/196407/online-nation-2020-report.pdf
2020-06-24	Online Nation 2020 Summary report	Report		Online Nation is an annual research report, published for the first time in 2019. Using research produced both by Ofcom and others, this report and the accompanying interactive data look at what people in the UK are doing online, how they are served by online content providers and platforms, and their experiences of using the internet, alongside business models and industry trends.	https://www.ofcom.org.uk/__data/assets/pdf_file/0028/196408/online-nation-2020-summary.pdf
2020-06-24	Venture Capital in Africa: Mapping Africa’s start-up investment landscape	Report		In this context, VC activity in Africa has seen significant growth in recent years. The total number and value of VC deals reported on the continent reached a six-year record high in 2019. Fintech dominates the African start-up scene, but afro-entrepreneurship has also exploded within the Utilities, Logistics & Transportation, E-Commerce, Healthcare and Agribusiness sectors. In terms of countries, South Africa, Kenya and Nigeria have attracted the bulk of VC investments between 2014 and 2019, reflecting similar patterns to PE activity on the continent.	https://www.avca-africa.org/research-publications/data-reports/
2020-06-24	Central banks and payments in the digital era	Report		Central banks, as critical as ever in the digital era, can themselves innovate. In particular, central bank digital currencies (CBDCs) can foster competition among private sector intermediaries, set high standards for safety and risk management, and serve as a basis for sound innovation in payments.	https://www.bis.org/publ/arpdf/ar2020e3.pdf
1984-06-24	The 2 Sigma Problem: The Search for Methods of Group Instructions as Effective as One-to-One Tutoring	Literature/Paper	Benjamin Samuel Bloom	Individualized instruction lifted outcomes by 2 standard deviations — outperforming 98% of regular students. But “too costly for most societies to bear on a large scale".	http://web.mit.edu/5.95/www/readings/bloom-two-sigma.pdf
2018-04-24	Global Music Report 2018: Annual State of the Industry	Report		Global Recorded Music Revenues Increase by 8.1%; Streaming revenues grow 41.1% to become largest revenue source, driven by 176 million users of paid subscription accounts; Third consecutive year of growth following 15 years of revenue decline; The global recorded music market grew by 8.1% in 2017, its third consecutive year of growth since IFPI began tracking the market in 1997. Figures released today in IFPI’s Global Music Report 2018 show total revenues for 2017 were US$17.3 billion.	http://www.ifpi.org/downloads/GMR2018.pdf
2011-04-24	Something Ventured	Documentary	Molly Davis,Paul Holland	Documentary on the creation of the US venture capital industry.	https://www.amazon.com/gp/video/detail/amzn1.dv.gti.26a9f78b-8110-80d2-f2e1-52b014abaa16
2016-03-24	Founder-Led Companies Outperform the Rest — Here’s Why	Article	Chris Zook	A recent study by three professors at Purdue’s Krannert School of Management is part of a growing mountain of evidence of the superior and more lasting performance of companies where the founder still plays a significant role as CEO, chairman, board member, or owner or adviser.	https://hbr.org/2016/03/founder-led-companies-outperform-the-rest-heres-why
2014-03-24	How Amsterdam got Fiat Money	Report		Analysis of an early (seventeenth-century) and successful fiat money regime. New dataset on an early central bank, the Bank of Amsterdam. Evidence of early activist central bank policies.	https://www.sciencedirect.com/science/article/abs/pii/S0304393214000476
2015-02-24	State of Connectivity: 2014	Report		State of Connectivity: A Report on Global Internet Access, a new study by Internet.org examines the current state of global internet connectivity and takes a close look at who’s connected, who’s not and why.	https://about.fb.com/news/2015/02/the-state-of-global-connectivity/
2021-01-24	Bitcoin	Essay/Thoughts/Whitepaper/Opinion	Harold Christopher Burger	Bitcoin's price history is full of time based power laws. Inspired by Sornette et al. I looked for bubbles and antibubbles that can be described by power laws. Plenty of them!	https://twitter.com/hcburger1/status/1353344725038850050
2020-01-24	Build it and they will embrace it: Consumers are preparing for 5G connectivity in the home and on the go	Report		Consumers are eager to embrace 5G connectivity for both smartphones and home devices, but many want to rewrite the rules when it comes to data privacy, a new study suggests.	https://www2.deloitte.com/content/dam/insights/us/articles/6457_Mobile-trends-survey/DI_Build-it-and-they-will-embrace-it.pdf
2020-10-23	Payment Methods Report 2020	Report		The fifth edition of our annual Payment Methods Report brings out to our readers an extensive overview of what’s new in how people pay in the most relevant ecommerce markets, while focusing on innovation and the latest trends – such as Account-to-Account payments, the upgrades of e-wallets, the rise of super apps, buy now pay later (BNPL) and instalments solutions, click to pay for a new interoperable checkout, and the acceleration of contactless payments driven by the COVID-19 pandemic.	https://thepaypers.com/reports/download/payment-methods-report-2020-whats-new-in-the-way-people-prefer-to-pay
2020-10-23	No-Action Letter on Custody of Digital Assets and Qualified Custodian Status	Filing			https://pirque.s3.amazonaws.com/library/Two+Ocean+No-Action+Letter+%5BOfficial%5D.pdf
2019-10-23	Digital 2019 Q4 Global Digital Statshot	Report		A wealth of new data has contributed to impressive growth across various aspects of digital over the past three months, so our new Digital 2019 Q4 Global Digital Statshot report – produced in partnership with Hootsuite – has plenty of juicy headlines, as well as essential insights for brands and organisations preparing 2020 digital plans.	https://wearesocial.com/blog/2019/10/the-global-state-of-digital-in-october-2019
2019-09-23	Freelancing in America: 2019	Report		"Freelancing in America” is the most comprehensive study of the independent workforce. Commissioned by Upwork and Freelancers Union, the sixth annual study, which surveyed more than 6,000 U.S. workers over the age of 18, estimates that 57 million Americans freelance and that more people than ever see freelancing as a long-term career path. This year’s study also revealed that a 53% majority of Gen Z workers (ages 18-22) freelanced - the highest freelance participation rate of any age bracket since FIA’s 2014 launch	https://www.slideshare.net/upwork/freelancing-in-america-2019/1
0200-09-23	The State of Fashion 2021	Report		The report, the fifth in our annual series, drills down into the major themes affecting the fashion economy and assesses a range of possible responses. Reflecting our conversations with industry leaders over recent months, it examines the ten key trends likely to shape the business over the coming year. Our latest reading of the our global fashion index, meanwhile, reveals new insights into company performance by category, segment, and region.	https://www.mckinsey.com/~/media/McKinsey/Industries/Retail/Our%20Insights/State%20of%20fashion/2021/The-State-of-Fashion-2021-vF.pdf
2021-06-23	YouTube's audience on TVs soars, but TV advertisers go slow	Article	Sahil Patel	Viewers of YouTube, who have long watched the popular video service on their phones and computers, are now increasingly watching it on television sets, according to new data shared with The Information. But despite the shift, some traditional TV advertisers are still balking at moving their ad dollars to the service.	https://www.theinformation.com/articles/youtubes-audience-on-tvs-soars-but-tv-advertisers-go-slow
2020-06-23	Foursquare Recovery Index	Report		As COVID-19 stay-at-home orders begin to lift, shifting real world behavior will be a critical indicator of economic recovery. How people start returning to different places - and in what order, at what pace - will be necessary information for governments, journalists, researchers and brands alike in navigating the times ahead. Foursquare location data reliably and accurately reveals these changes in visitation in near real-time, helping you understand and plan for the recovery process.	https://foursquare.com/recoveryindex
2018-06-23	"If Silicon Valley (10x innovation) is terrified of China (20x innovation), how does Europe (1x innovation) feel? Extra-terrified or just reconciled to being a nice place to vacation and send your kids to school? Or...?"	Quote	Chris Anderson	"If Silicon Valley (10x innovation) is terrified of China (20x innovation), how does Europe (1x innovation) feel? Extra-terrified or just reconciled to being a nice place to vacation and send your kids to school? Or...?"	https://twitter.com/chr1sa/status/1010705051524841473
2020-04-23	Digital Around the World in April 2020	Report		The world has changed dramatically over the first three months of 2020, with the COVID-19 pandemic impacting almost every aspect of our lives. These changes have been clearly evident in the world’s digital behaviours too, especially as billions of people turn to connected devices to help them cope with life and work under lockdown.	https://wearesocial.com/blog/2020/04/digital-around-the-world-in-april-2020
2018-04-23	The Sun Going to Work Each Day to Support the Sorld	Graphic		The Sun Going to Work Each Day to Support the Sorld	https://fineartamerica.com/featured/the-sun-going-to-work-each-day-liana-finck.html
2019-02-23	"Capital input for math is coffee."	Quote	Venkatesh Rao	"Capital input for math is coffee."	https://twitter.com/vgr/status/1099369394491158529
2020-01-23	CHAIN REACTION: BLOCKCHAIN ENTERS THE MAINSTREAM	Report		Global Blockchain Business Council 2020 Annual Report	https://www.lw.com/thoughtLeadership/gbbc-report-blockchain-enters-mainstream
2021-12-22	Mindmap Web 3.0	Graphic	Tanay Jain	Takeaways from the MessariCrypto Theses '22, where the author of the image creates a diagram to tie things together.	https://pbs.twimg.com/media/FHQ8t0aUYAM9gN6?format=jpg&name=large
2021-12-22	Twitter is free university	Article	Easlo -	Twitter is free university. But 98.8% don’t follow the right people. In this thread you will find 10 educators to follow.	https://twitter.com/heyeaslo/status/1473881057434869763
2019-11-22	THE ECONOMIC COST OF BAD ACTORS ON THE INTERNET: FAKE NEWS	Report		"Fake news," as it is commonly known, refers to the proliferation of online reporting that is poorly sourced or completely made up. This first-ever in-depth economic analysis of the economic impact of the problem says the price tag to the global economy is $78 billion each year, with economic damage being inflicted on major sectors including politics, finance, advertising, online retail, and media.	https://info.cheq.ai/hubfs/Research/THE_ECONOMIC_COST_Fake_News_final.pdf
2021-10-22	Age of Invention: The Statute of Monopolies, Part I	Article	Anton Howes	One of the most frequently mentioned landmarks in the history of intellectual property is the Statute of Monopolies, passed by the English parliament in 1624. I’ve often seen it lauded as the beginning of the system of patents for invention, or the first patent law. I remember giving a talk a few years ago where I downplayed the role of formal institutions in encouraging the Industrial Revolution, prompting an outraged economist in the audience to point to the law as a sort of gotcha — “here’s a better explanation: with patents you incentivise invention, and the Brits had just invented patents”.	https://antonhowes.substack.com/p/age-of-invention-the-statute-of-monopolies
2018-10-22	Freelancing in America: 2018	Report		More than 1 in 3 Americans freelanced this year. Over the last five years the freelance workforce has grown by 3.7 million to 56.7 million. This is driven especially by growth among younger generations and full-time freelancers (as opposed to parttime freelancers).Americans are spending more than 1 billion hours per week freelancing, an increase of 72 million hours/week since 2015.	https://www.slideshare.net/upwork/freelancing-in-america-2018-120288770
2021-09-22	Latin America Digital Transformation Report 2021	Report	Atlantico	We are transforming atoms into bits. Books are replaced by pixels, coins disappear into wires, sculptures melt to tokens. As the world goes digital, what was once costly and scarce can now be free and abundant. Latin America's rapid digitalization, further accelerated by the pandemic, has ushered in profound changes to the region's society and economy.	https://www.atlantico.vc/latin-america-digital-transformation-report
2016-08-22	All 44 startups that launched at Y Combinator S16 Demo Day 1	Report		Overview of the 44 start-ups that from Ycombinator Demo Day	https://techcrunch.com/2016/08/22/y-combinator-demo-day-summer-2016/
2021-07-22	Bitcoin, Currencies, and Fragility	Literature/Paper	Nassim Nicholas Taleb	This discussion applies quantitative finance methods and economic arguments to cryptocurrencies in general and bitcoin in particular —as there are about 10,000 cryptocurrencies, we focus (unless otherwise specified) on the most discussed crypto of those that claim to hew to the original protocol [1] and the one with, by far, the largest market capitalization.	https://www.fooledbyrandomness.com/BTC-QF.pdf
2020-04-22	State of the Cloud Report 2020	Report		Cloud macro trends, growth strategies for founders, 2020 predictions, and why we believe the future is forged in the cloud.	https://www.bvp.com/assets/media/bessemer-state-of-the-cloud-2020.pdf
2019-04-22	Shared Micromobility in the U.S.: 2018	Report		In 2018, people took 36.5 million trips on station-based bike share systems and 38.5 million trips on shared e-scooters.	https://nacto.org/shared-micromobility-2018/
2021-03-22	Is College Still a Good Deal?	Report	Chika Dunga	Well-paying American jobs increasingly require a college degree, so more young adults are getting them—despite their rising cost. For many, living on campus to earn a four-year degree justifies the cost. However, as the pandemic has pushed campus life online, some students have questioned whether paying $40,000 in tuition makes sense. The pandemic exposed the shortcomings of the current college business model and has caused some to reimagine its future.	https://static.qz.com/membership/Quartz_is_college_good_deal.pdf
2019-03-22	Modeling Bitcoin Value with Scarcity	Literature/Paper	Plan B -	Satoshi Nakamoto published the bitcoin white paper 31/Oct 2008 [1], created the bitcoin genesis block 03/Jan 2009, and released the bitcoin code 08/Jan 2009. So begins a journey that leads to a $70bn bitcoin (BTC) market today.	https://medium.com/@100trillionUSD/modeling-bitcoins-value-with-scarcity-91fa0fc03e25
2018-03-22	FINDINGS OF THE INVESTIGATION INTO CHINA’S ACTS, POLICIES, AND PRACTICES RELATED TO TECHNOLOGY TRANSFER, INTELLECTUAL PROPERTY, AND INNOVATION UNDER SECTION 301 OF THE TRADE ACT OF 1974	Report		FINDINGS OF THE INVESTIGATION INTO CHINA’S ACTS, POLICIES, AND PRACTICES RELATED TO TECHNOLOGY TRANSFER, INTELLECTUAL PROPERTY, AND INNOVATION UNDER SECTION 301 OF THE TRADE ACT OF 1974	https://ustr.gov/sites/default/files/Section%20301%20FINAL.PDF
2016-03-22	Unlocking Innovation Through Startup Engagement	Report		Techniques and best practices from start-ups for corporate innovation	http://go.500.co/unlockinginnovation
2021-02-22	Out of the Shadows Strategic priorities for a new, more diverse competitive financial services ecosystem	Report		Financial marketers may know a great deal less about many of the people they serve than they think they do, as more consumers do business with challenger banks and other alternative sources of banking services. Even among seniors, more than one in ten deals with a 'shadow banking' provider for checking, savings, credit cards, or investments.	https://www.fico.com/en/resource-access/download/18791?access_token_b06db=68e90f1bd61b9a33f7c0a3bead13a7e9002f311e1c2f1d3a4f6fa3bb3eb34e3d
2019-02-22	"Potential is when you can accelerate faster than your environment can."	Quote	Angela Jiang	"Potential is when you can accelerate faster than your environment can."	https://angelajiang.com/asides/potential/
2019-11-21	Code Media 2019	Report		MoffettNathanson analyst Michael Nathanson's Code Media 2019 presentation. Cable/Pay TV subscriber trends	https://www.scribd.com/presentation/436233700/MN-Recode-Presentation-1
2020-10-21	Venture Pulse Q3 2020	Report		Despite ongoing concerns related to COVID-19, geopolitical tensions, the upcoming US presidential election, and a potential hard Brexit, VC investment during the quarter remained robust across all regions of the world. An increasing number of mega-deals helped drive investment value up, with three deals above $1 billion. Late-stage companies in general attracted the lions share of investment in Q320, while funding for early-stage companies continued to falter across the globe. The prolonged decline in early-stage deals activity is concerning as it will likely have negative impacts on the pipeline, particularly for Series B rounds, down the road.	https://assets.kpmg/content/dam/kpmg/xx/pdf/2020/10/venture-pulse-q3-2020-asia.pdf
2020-10-21	North American Private Equity Investment Professional Compensation Survey	Report		For this report, Heidrick & Struggles compiled compensation data from a survey of 785 investment professionals in North America. Against the backdrop of the global COVID-19 pandemic, we explored a range of topics on compensation and executives backgrounds.	https://www.heidrick.com/Knowledge-Center/Publication/2020_NA_Private_Equity_Investment_Professional_Compensation_Survey
2020-10-21	Does Palantir See Too Much?	Article	Michael Steinberger		https://www.nytimes.com/interactive/2020/10/21/magazine/palantir-alex-karp.html
2021-09-21	Taking Stock With Teens® Fall 2021	Report	pipersandler	Piper Sandler completes 42nd semi-annual Generation Z survey of 10,000 U.S. teens. Some key findings on the Fall 2021 survey conducted between August 17 and September 16: -Regional responses were 47% in the South (vs. 48% Spring); NE at 10% (same as Spring) -38% of teens hold a part-time job – up from 33% in both Spring 2021 and Fall 2020 -91% of teens this Fall went back to school in-person, 5% in a hybrid format & 4% remain virtual	https://www.pipersandler.com/1col.aspx?id=6216
2021-09-21	Bitcoin and the U.S. Fiscal Reckoning	Article	Avik Roy	Cryptocurrencies like bitcoin have few fans in Washington. At a July congressional hearing, Senator Elizabeth Warren warned that cryptocurrency "puts the [financial] system at the whims of some shadowy, faceless group of super-coders." Treasury secretary Janet Yellen likewise asserted that the "reality" of cryptocurrencies is that they "have been used to launder the profits of online drug traffickers; they've been a tool to finance terrorism."	https://www.nationalaffairs.com/publications/detail/bitcoin-and-the-us-fiscal-reckoning
2018-09-21	FRED US publically listed companies per capita	Report		Number of Listed Companies in US per Million people	https://fred.stlouisfed.org/series/DDOM01USA644NWDB
2020-08-21	Deeper Down the Rabbit Hole	Article	Knut Svanholm	When you can't know how much a person owns, and when you can't take it by force, there's just no way of enriching yourself other than by providing something of value to your fellow man.	https://www.citadel21.com/deeper-down-the-rabbit-hole
2020-07-21	Investment Thesis for Rare Earth Metals	Deck/Memo/Presentation	Chamath Palihapitiya		https://twitter.com/chamath/status/1285687458030592002
2015-07-21	"We don’t ask you for free iPhones. Please don’t ask us to provide you with our music for no compensation."	Quote	Taylor Swift	"We don’t ask you for free iPhones. Please don’t ask us to provide you with our music for no compensation."	https://www.stereogum.com/1810310/read-taylor-swifts-open-letter-to-apple-music/news/
2018-06-21	2018 Global Games Market Report	Report		1. GAMES AS IP - THINKING BIGGER 2. MOBILE GAMING - START OF A NEW GROWTH PHASE 3. GAMES AS A SERVICE IS THE NEW NORMAL - ALSO FOR CONSOLES 4. GAMING GIVES POWER TO CONSUMERS TO ACCELERATE CHANGE	https://resources.newzoo.com/hubfs/Reports/Newzoo_2018_Global_Games_Market_Report_Light.pdf
2017-06-21	Blockchains	Essay/Thoughts/Whitepaper/Opinion	Naval Ravikant		https://www.pirque.vc/blockchains/
2021-05-21	Warren Buffett story	Article	70 Million Jobs	In 1956 Warren Buffett retired at the age of 26 with a net worth of $175k (~$1.7m today). Why did Buffet retire so early and how did he return to become the greatest investor of all time?	https://twitter.com/AcquiredFM/status/1395748732222775297
2020-05-21	Initial Coin Offerings	Report		This paper examines the market for initial coin offerings (ICOs). ICOs are smart contracts based on blockchain technology that are designed for entrepreneurs to raise external finance by issuing tokens without an intermediary. Unlike existing mechanisms for early- stage finance, tokens potentially provide investors with rapid opportunities thanks to liquid trading platforms. The marketability of tokens offers novel insights into entrepreneurial finance, which I explore in this paper.	https://www.researchgate.net/publication/341555998_Initial_Coin_Offerings/l
2019-05-21	Semiconductors Segment	Report		1. Business Environment 2. Long-Term Business Strategy	https://www.sony.net/SonyInfo/IR/library/presen/irday/pdf/2019/Semicon_E.pdf
2018-05-21	Wealth	Essay/Thoughts/Whitepaper/Opinion	Naval Ravikant		https://www.pirque.vc/wealth/
2021-04-21	Lex Fridman podcast w Breedlove-conversation outline	Article	Robert Breedlove	This is a Lex Fridman podcast where along with Robert Breedlove explore sovereignty, freedom, love, money, economics, philosophy, and Bitcoin.	https://www.dropbox.com/s/p05gtkmtwgw5vtk/Lex%20Fridman%20podcast%20w%20Breedlove%20-%20conversation%20outline.pdf
2020-04-21	Bad Bot Report 2020	Report		In the 2020 Bad Bot Report you’ll learn: What bad bots do and the business behind them The tell-tale signs you have a bot problem An in-depth breakdown of bad bots by industry and the specific challenges faced Proactive steps you can take to protect your business	https://www.imperva.com/resources/resource-library/reports/2020-bad-bot-report/
2020-04-21	Cyberstates 2020	Report		The definitive guide to the U.S. tech industry and tech workforce	https://www.cyberstates.org/pdf/CompTIA_Cyberstates_2020.pdf
2021-03-21	Domino's Pizza Business Breakdown	Deck/Memo/Presentation			https://businessbreakdowns.substack.com/p/dominos-pizza
2021-03-21	The a16z Marketplace 100: 2021	Report		The a16z Marketplace 100 is an annual ranking of the largest and fastest-growing consumer-facing marketplace startups and private companies. From the 25 newcomers to the list to the emerging marketplace categories, the Marketplace 100: 2021 edition reflects the imprint of a year like no other.	https://info.a16z.com/rs/382-JZB-798/images/marketplace-100-2021.pdf
2021-01-21	Business Breakdown: Airbnb	Article		Airbnb is a market leader with powerful competitive advantages, a strong management team, and multiple reliable growth drivers. The company is facing increased competition as competitors realize the nature and goals of travel are rapidly changing for many consumers. However, Airbnb is well positioned to take advantage of pent-up travel demand post Covid-19. Unlike some of its competitors, the company is heavily exposed to consumer travel, which will remain popular, while underexposed to corporate travel, with a questionable path to recovery. If Airbnb can withstand downward price pressure from competing hotels and rental companies as the number and quality of travel offerings increase, the company will remain a market leader in the space long-term, and a favorite for those looking for a unique travel experience.	https://www.businessbreakdowns.org/airbnb/
2021-12-20	FedEx thread	Article	Startup Stories	FedEx revolutionized commerce by bringing overnight shipping to millions of customers. However, fifty years ago the company needed a hot streak at a Vegas blackjack table to survive. Here the story on how FedEx’s CEO saved his company in Sin City.	https://twitter.com/StartupStoriez/status/1473054017295106048
2021-11-20	Age of Invention: Bears, Bulls, and the Bard	Article	Anton Howes	Although I’ve changed the title, this is really the third instalment of my ongoing series on the early history of the English patent system, leading up to the widely misunderstood Statute of Monopolies of 1624. I changed the title from “Statute of Monopolies, Part III” because the series has turned out to be a lot longer than I was expecting, and I worry that you’re wondering when you’ll actually find out about the statute. Rest assured, it’s coming, but I think this is a very rich and interesting vein to explore in full.	https://antonhowes.substack.com/p/age-of-invention-bears-bulls-and
2008-11-20	The Secret History of Silicon Valley	Deck/Memo/Presentation	Steve Blank	Talk on the creation of Silicon Valley, as an entrepreneurial ecosystem.	https://www.youtube.com/watch?v=ZTC_RxWN_xo
2020-10-20	Digital 2020 October Global Statshot Report	Report		All the latest stats, insights, and trends you need to make sense of how the world is using the internet, mobile, social media, and ecommerce in October 2020. Includes in-depth profile of digital channels used for communication at work. For more reports, including the latest global trends and in-depth local data for more than 240 countries and territories around the world.	https://www2.slideshare.net/DataReportal/digital-2020-october-global-statshot-report-october-2020-v01
2009-10-20	Internet Trends 2009	Report	Mary Meeker	• Financial Market + Economy Update / Dashboard 1. Financial Markets Have Rebounded, Technology Sector = Relatively Impressive. 2. Leading Economic Indicators Seem to Have Turned Corner, Coincident / Lagging Indicators Still Weak. • Mobile = Incremental Driver of Internet User / Usage Growth 1. Mobile Internet Usage Is and Will Be Bigger than Most Think. 2. Apple Mobile Share Should Surprise on Upside Near-Term. 3. Next Generation Platforms (Social Networking + Mobile) Driving Unprecedented Change in Communications + Commerce. 4. Mobile in Japan + Desktop Internet Provide Roadmaps for Mobile Growth + Monetization. 5. 3G Adoption / Trends Vary By Geography. 6. Carriers in USA / W. Europe Face Surging Network Demand But Uncertain Economics. 7. Regulators Can Help Advance / Slow Mobile Internet Evolution. 8. Mobile-Related Share Shifts Will Create / Destroy Material Shareholder Wealth.	https://www.bondcap.com/report/it09/#view/1
2021-09-20	Tech-tonic Shifts: Technology Is Reshaping the Global Economy	Article	Chris Johnson,David Crawford,Matthew Crupi	Most of the largest creators of value in recent years, regardless of sector, have one thing in common: technology is critical to their business.	https://www.bain.com/insights/technology-reshaping-global-economy-tech-report-2021
2021-07-20	A new pro-competition regime for digital markets	Report	BEIS,DCMS	The UK is home to one of the world’s strongest economies and to leading tech and innovation ecosystems. We have created 100 tech companies with valuations over $1 billion - more than France, Germany and the Netherlands combined. We are at the forefront of emerging industries such as artificial intelligence, cyber security and fintech, and tech has created some 2.93 million jobs across the country in the last two years alone. But this is just the beginning. We are unashamedly pro-tech and want to be the most innovative, pro-enterprise government ever, unlock a new era of digital-driven growth that will fuel our recovery, help us build back better from the pandemic, and level up the entire UK.	https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1003913/Digital_Competition_Consultation_v2.pdf
2021-06-20	Bitcoin, Currencies, and Bubbles	Literature/Paper	Nassim Nicholas Taleb	This discussion applies quantitative finance methods and economic arguments to cryptocurrencies in general and bitcoin in particular —as there are about 10,000 cryptocurrencies, we focus (unless otherwise specified) on the most discussed crypto of those that claim to hew to the original protocol [1] and the one with, by far, the largest market capitalization. In its current version, in spite of the hype, bitcoin failed to satisfy the notion of "currency without government" (it proved to not even be a currency at all), can be neither a short or long term store of value (its expected value is no higher than 0), cannot operate as a reliable inflation hedge, and, worst of all, does not constitute, not even remotely, safe haven for one’s investments, shield against government tyranny, or tail protection vehicle for catastrophic episodes.	https://www.dropbox.com/s/5jwrgf9l4j41dtx/Taleb%20-%20Bitcoin_Currencies_and_Bubbles.pdf
2021-05-20	From its myriad tips	Article	Francis Gooding	Try to imagine what it is like to be a fungus. Not a mushroom, pushing up through damp soil overnight or delicately forcing itself out through the bark of a rotting log: that would be like imagining the grape rather than the vine.	https://www.lrb.co.uk/the-paper/v43/n10/francis-gooding/from-its-myriad-tips
2020-05-20	The Impact of COVID-19 on Global Startup Ecosystems	Report		Global venture capital funding has dropped by about 20 percent since the onset of the crisis in December 2019. The drop, however, is far from evenly distributed.	https://startupgenome.com/all-reports
2019-05-20	Postmates Initiation	Report		Postmates is one of the four major on-demand delivery companies in the United States. It has seen steady growth since its founding in 2011 and has developed into a renowned brand with strong, impressive growth, especially in the last 12 months. The company has been a pioneer in the food delivery and subscription-pricing model.	https://mvp.vc/research-reports/
2016-04-20	The Cannabis Gold Rush: 50+ Startups Across Delivery, Compliance, News, And More	Report		List of 50+ Startups which are attempting to enter the cannabis market. Includes a list of companies in a variety of capacities within the market	https://www.cbinsights.com/research/cannabis-startup-market-map/
2020-02-20	SOVEREIGN WEALTH FUNDS 2019	Report		The 2019 Sovereign Wealth Funds Report analyzes the most recent trends in the SWFs industry, the largest deals and the sectors most targeted, including technology, life sciences, real estate, services and infrastructure. The time between 2018 and 2019 marked a record high of SWFs assets under management, reaching $8.3 trillion globally. Geographically, three countries — the United States, China, and India — remained the top destinations for SWFs. The 2019 report covers the difficult task of SWFs of reconciling short-term results with long-term investment horizons.	https://docs.ie.edu/cgc/research/sovereign-wealth/SOVEREIGN-WEALTH-RESEARCH-IE-CGC-REPORT_2019.pdf
2020-01-20	Digital Asset Investment Report	Report		Grayscale raised $607.7 million in 2019, surpassing cumulative investment from 2013 through 2018 combined. Cumulative investment across the Grayscale family of products since inception reached $1.17 billion. Grayscale saw back-to-back quarterly investment in excess of $225 million in 3Q19 and 4Q19. Grayscale Bitcoin Trust 4Q19 investment of $193.8 million marked the largest quarterly capital raise since inception.8	https://grayscale.co/wp-content/uploads/2020/01/Grayscale-Digital-Asset-Investment-Report-2019-January-2020.pdf
2019-01-20	"That's not fraud. That is, uh, I would call that false advertising."	Quote	Ja Rule	"That's not fraud. That is, uh, I would call that false advertising."	https://mashable.com/article/fyre-festival-documentary-ja-rule-tweet-storm-angry/
2020-12-19	MoneyTree Report Q3 2020	Report		Q320 FUNDING TO US-BASED, VC-BACKED COMPANIES IS THE SECOND STRONGEST QUARTER EVER VC investments to US-based, VC-backed companies hit a 7-quarter high in Q320 at $36.5B, up 22% year-over-year (YoY) and 30% from Q220. While deal activity has shown small increases each quarter so far this year, Q320 deals are still down 11% YoY amid the pandemic.	https://www.pwc.com/us/en/moneytree-report/assets/MoneyTree_Report_2020_Q3.pdf
2021-11-19	Bitcoin Interest Rates	Article	Nik Bhatia	The numerical commodity has become a collateral powerhouse. Subjects on this article: -A suite of interest rates -Perpetual funding rates -Treasury repo: a pawn shop for bonds -Mortgages and rental income -A powerhouse collateral -The bitcoin yield curve	https://thebitcoinlayer.substack.com/p/bitcoin-interest-rates
2021-10-19	March 2019 FBI CAST Cellular Analysis & Geo-Location Field Resource Guide	Report	CAST	CAST brings unique expertise to cases in which cellular telephone information serves an important evidentiary role in the investigation. When necessary, CAST will utilize industry standard survey gear drive test equipment to determine the true geographical coverage breadth of a cell site sector.	https://propertyofthepeople.org/document-detail/?doc-id=21088576
2020-10-19	Infrastructure 500 2020	Report		Bentley Infrastructure 500 is a ranking of infrastructure owners compiled by the CAD software company Bentley Systems.	https://prod-bentleycdn.azureedge.net/-/media/files/documents/bi-500/2020_bi500_en_a4_lr.pdf?la=en&modified=20201019120848&hash=9B76C94FBB5A8730F8BF9BD7EEE95EF6D4156064
2021-09-19	Only The Strong Survive	Literature/Paper	Big Al,Allen Farrington	In this piece we discuss our concerns around the broader “crypto” space beyond Bitcoin. Our arguments revolve around three primary themes: Philosophical, Technical, and Economic. From a philosophical perspective, we discuss the core properties that make Bitcoin work and that make it unique, in our view. From a technicalperspective, we evaluate how these properties are lacking to a greater or lesser extent in alternative “cryptoassets,” having been designed out again on questionable philosophical justifications. From an economic perspective, we walkthrough our concerns that “crypto” has not shown a path to establishing a basis for justifiable real-world value, explain why we believe this would be very difficult to ever accomplish, and suggest therefore that their technical flaws are especially vulnerable. Given the complexity of the task we have set ourselves, this piece is intended to bring our arguments into long form and provide a discussion base for good faith disagreement.	https://www.uncerto.com/only-the-strong-survive
2021-08-19	Electric Cars: The Battery Challenge	Article	Davide Castelvecchi	The age of the electric car is upon us. Earlier this year, the US automobile giant General Motors announced that it aims to stop selling petrol-powered and diesel models by 2035. Audi, based in Germany, plans to stop producing such vehicles by 2033. Many other automotive multinationals have issued similar road maps. Highlights: -In the coming decades, hundreds of millions of vehicles will hit the roads, carrying massive batteries inside them. And each of those batteries will contain tons of kilograms of materials that have yet to be mined. -Because it is still less expensive, in most instances, to mine metals than to recycle them, a key goal is to develop processes to recover valuable metals cheaply enough to compete with freshly mined ones. -Electric cars which are still more expensive than conventional ones - should reach price parity by the mid-2020s. -Other labs around the world are working on cobalt-free batteries: in particular, the pioneering EV maker Tesla. -Unlike conventional cathode materials, disordered rock salts do not require cobalt or nickel to remain stable during the process. In particular, they can be made with manganese, which is cheap and plentiful,... -The vas majority of lithium-ion batteries are produced in China, Japan and South Korea... -Some North American start up firms say they can already recover the majority of a batterie's metals, including lithium, at costs that are competitive with those of mining them... -"Over 98% of lead-acid batteries are recovered and recycled"... -...the battery pack (20yrs lifecycle) will outlive the vehicle it was built into.	https://media.nature.com/original/magazine-assets/d41586-021-02222-1/d41586-021-02222-1.pdf
2020-08-19	How Coinbase works	Article	Peter Ramsey	From a user experience perspective, buying, storing, trading and selling cryptocurrency—like Bitcoin—is still a pretty rough experience. There’s a steep learning curve, terminology to understand and a regular supply of horror stories about hackers stealing cryptocurrency to make the experience uncomfortable for most. Coinbase is on a mission to change that. They want to make buying cryptocurrency feel safer and simpler, in the hope that it entices new investors, who would otherwise be put off by the idea of managing their own digital wallet. But how could the user experience be better? Is it good enough?	https://builtformars.com/case-studies/how-coinbase-works
2019-08-19	"Learning will be the new work."	Quote	Larissa Schiavo	"Learning will be the new work."	https://medium.com/@larissafschiavo/industrial-revolution-66aee1b2cc2d
1755-07-19	An Essay on Economic Theory	Essay/Thoughts/Whitepaper/Opinion	Richard Cantillon	Here is the first accurate translation of Richard Cantillon's 1755 masterpiece on economics. This treatise is widely credited with being the first to describe the market process as one driven by entrepreneurship. William Stanley Jevons, in the first blush of discovery, proclaimed Cantillon’s Essai, “the cradle of political economy.”	https://cdn.mises.org/An%20Essay%20on%20Economic%20Theory_2.pdf
2017-06-19	Token Mechanics for a Decentralized Insurance Platform	Report		The purpose of this document, which will be part of the Etherisc White paper soon, is to give an analysis of basic principles of insurance and a deduction on how we can build a token system on top of these principles, which is sustainable and sound (later in this paper we will describe which kind of tokens we consider to be “sustainable” and “sound”).	https://etherisc.com/files/token_mechanics_1.0_en.pdf
2020-05-19	STATE OF SOFTWARE SECURITY Open Source Edition	Report		A unique companion guide to our annual State of Software Security report, this Open Source Edition of the report offers in-depth analysis of the open source libraries in 85,000 applications. ... What types of vulnerabilities are most common in open source libraries?	https://www.veracode.com/sites/default/files/pdf/resources/reports/state-of-software-security-open-source-edition-veracode-report.pdf
1998-05-19	New evidence for the power-law distribution of wealth	Literature/Paper	Sorin Solomon,Moshe Levy	We present a non-conventional approach for studying the distribution of wealth in society. We analyze data from the 1996 Forbes 400 list of the richest people in the US. Our results confirm that wealth is distributed according to a power law. The measured exponent of the power-law is 1.36. As theoretically predicted, this value is in close agreement with the exponent of the Lévy distribution of stock market fluctuations.	https://www.sciencedirect.com/science/article/abs/pii/S0378437197002173?via%3Dihub
2018-04-19	The Global Findex Database 2017	Report		The Global Findex database is the world’s most comprehensive data set on how adults save, borrow, make payments, and manage risk. Launched with funding from the Bill & Melinda Gates Foundation, the database has been published every three years since 2011. The data are collected in partnership with Gallup, Inc., through nationally representative surveys of more than 150,000 adults in over 140 economies	https://globalfindex.worldbank.org/
2020-03-19	The Infinite Dial 2020	Report		The Infinite Dial® study uses the gold standard of nationally representative survey research—a random probability telephone sample comprised of both mobile phones and landlines— of all Americans ages 12 and older. Findings from the Infinite Dial have become the barometer on digital audio and other digital media consumption, and is widely used and quoted by broadcasters, podcasters, online radio publishers, ad agencies, and the financial community.	http://www.edisonresearch.com/wp-content/uploads/2020/03/The-Infinite-Dial-2020-from-Edison-Research-and-Triton-Digital.pdf
2020-01-19	2020 EDELMAN TRUST BAROMETER: Global Report	Report		The 2020 Edelman Trust Barometer reveals that despite a strong global economy and near full employment, none of the four societal institutions that the study measures—government, business, NGOs and media—is trusted. The cause of this paradox can be found in people’s fears about the future and their role in it, which are a wake-up call for our institutions to embrace a new way of effectively building trust: balancing competence with ethical behavior.	https://cdn2.hubspot.net/hubfs/440941/Trust%20Barometer%202020/2020%20Edelman%20Trust%20Barometer%20Global%20Report.pdf
2017-12-18	International Communications Market Report 2017	Report		The aim of the report is to compare the UK communications sector with 16 countries in order to assess how the UK is performing in an international context. This report is intended to be used in a number of ways: to benchmark the UK’s communications sector, to learn from market and regulatory developments in other countries,	https://www.ofcom.org.uk/__data/assets/pdf_file/0032/108896/icmr-2017.pdf
2021-11-18	Taxing carried interest as ordinary income and the potential impact on new venture fund formation	Literature/Paper	Yael V. Hockberg,John Manuel Barrios	We explore the potential impact of taxation of carried interest at ordinary income rates on the economic attractiveness of new VC fund formation and its potential impact across US states.	https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3939267&utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosprorata&stream=top
2019-11-18	China Media Inflation Trend Report	Report		The overall economic environment in China shows a lower growth rate with an estimated increase on the CPI, where total media spend is only 2.8% higher than the same period last year. This is much lower than the comparison between Y2018 and Y2017. This will have a negative effect on the inflation of media price. However, the Chinese government has plans to reduce the interest rate to push consumer spending, which is good news for advertisers.	https://rthree.com/insights/china-media-inflation-trend-report-2020/
2019-11-18	State of Digital Marketing 2019	Report		LUMA presents its annual State of Digital Marketing, which covers our views on the market, industry trends, and the future of the ecosystem with a specific focus on digital marketing.	https://lumapartners.com/content/presentations/lumas-state-of-digital-marketing-2019/
2002-11-18	Internet Trends 2003	Report	Mary Meeker	Having evolved from five million Internet users in 1995 to an estimated 500 million now, the Internet has experienced the type of change that is common in the development and acceptance of a new, dramatic, and wide-reaching technology. With our research over the years we have endeavored to determine how that change would occur — before it occurred.	https://www.bondcap.com/report/it03/#view/1
2011-10-18	Internet Trends 2011	Report	Mary Meeker	1. Globality – We Aren’t In Kansas Anymore… 2. Mobile – Early Innings Growth, Still… 3. User Interface – Text  Graphical  Touch / Sound / Move 4. Commerce – Fast / Easy / Fun / Savings = More Important Than Ever… 5. Advertising – Lookin’ Good… 6. Content Creation – Changed Forever 7. Technology / Mobile Leadership – Americans Should Be Proud 8. Mega-Trend of 21st Century = Empowerment of People via Connected Mobile Devices 9. Authentic Identity – The Good / Bad / Ugly. But Mostly Good? 10. Economy – Lots of Uncertainty 11. USA Inc. – Pay Attention! 12. Closing Thoughts	https://www.bondcap.com/report/it11/#view/1
2007-10-18	Internet Trends 2007	Report	Mary Meeker	• Tech stock performance strong reflecting future expectations - for now • Consumer demand for Internet-enabled services / products is strong • Innovation in wireless products is accelerating • Storage needs continue to ramp • Data center growth is robust • Emerging markets pacing next wave of technology adoption • Enterprises may be coming out of relative purchasing funk • Recession(s) = very serious potential challenge	https://www.bondcap.com/report/it07/#view/1
2021-08-18	Organizing the World's Ambition	Article	David Booth	A few weeks ago we released the On Deck Series A Investor Memorandum to the public. Written ahead of our January 2021 fundraise, the memo laid out our vision for On Deck as "Stanford for the internet”— a “modern education institution” and digital campus where top technology talent and ambitious builders go to start or join a company, develop new skills, build relationships, and accelerate their careers.	https://beondeck.com/post/organizing-the-worlds-ambition
2018-07-18	Media Nations: Interactive report	Report		The report reviews key trends in the television and audiovisual sector as well as the radio and audio sector. In these reports we provide data and analysis on traditional broadcast television and radio services, and look at the take-up and impact of subscription on-demand and streaming services.	https://www.ofcom.org.uk/research-and-data/tv-radio-and-on-demand/media-nations-reports/media-nations-2018/interactive-report
2020-06-18	Second special issue on the e-krona	Report		The second issue of Sveriges Riksbank Economic Review in 2020 has a special theme, namely central bank digital currencies (CBDC) and the e-krona. Regular readers of the Economic Review may remember that there was a theme issue on the e-krona in 2018 which summarized some of the work that had been done then. The Riksbank has since continued to delve into various aspects of CBDC, both from an analytical and a practical perspective. Some of this work is summarized in this issue.	https://www.riksbank.se/globalassets/media/rapporter/pov/engelska/2020/economic-review-2-2020.pdf
2019-06-18	Cloud Adoption and Risk Report	Report		We analyzed the types of sensitive data in the cloud and how they're shared, examined IaaS security and adoption trends, and reviewed common threats in the cloud. We have uncovered the largest areas of risk in cloud computing today.	https://www.mcafee.com/enterprise/en-us/forms/gated-form-thanks.html
2019-06-18	SpaceX Initiation Report	Report		Space Exploration Technologies Corp (SpaceX) emerged as the leading global launch service provider and number one in terms of revenue in 2018. It had more launches than not just other companies but most other countries in 2017 and 2018.	https://mvp.vc/research-reports/
2018-06-18	The Resiliance of Costco	Report		For 40 years, Costco has succeeded with a simple formula: reinvest merchandising profits into lower prices and better products; be a disciplined operator; and treat customers and employees well. But with greater share of shopping moving online, it’s fair to wonder if the company's best days are behind it. The deck below will explore this in detail.	https://minesafetydisclosures.com/blog/2018/6/18/costco
2019-04-18	Global Consumer Insights Survey 2019	Report		PwC’s 10th annual Global Consumer Insights Survey (GCIS) — which gathers the sentiments of more than 21,000 online consumers in 27 territories — shows that in addition to the traditional return on investment (ROI) metrics used to determine a company’s success, we need to introduce another metric, one with a laser focus on customer experience: return on experience. Whether your organisation is in the business of household goods, health services, selling cars or financial services, delivering a superior experience will be what makes you a winner.	https://www.pwc.com/gx/en/consumer-markets/consumer-insights-survey/2019/report.pdf
2021-03-18	Artificial Intelligence Index Report 2021	Database/List/Ranking		The AI Index Report tracks, collates, distills, and visualizes data related to artificial intelligence. Its mission is to provide unbiased, rigorously vetted, and globally sourced data for policymakers, researchers, executives, journalists, and the general public to develop intuitions about the complex field of AI. The report aims to be the world’s most credible and authoritative source for data and insights about AI.	https://aiindex.stanford.edu/wp-content/uploads/2021/03/2021-AI-Index-Report_Master.pdf
2022-01-18	GPS	Article	Bartosz Ciechanowski	Global Positioning System is, without a doubt, one of the most useful inventions of the late 20th century. It made it significantly easier for ships, airplanes, cars, and hikers to figure out where they are with high degree of accuracy.	https://ciechanow.ski/gps/
2020-12-17	Crypto Theses for 2021	Report	Ryan Selkis	Key trends, people, companies, and projects to watch across crypto, Bitcoin and Ethereum, with predictions for 2021	https://messari.io/pdf/messari-report-crypto-theses-for-2021.pdf
2019-12-17	State of Startups 2019	Report		For the first time ever, we heard from 950 founders and employees on everything from Glassdoor reviews and remote work to mental health and pressure on CEOs. Here's what they told us:	https://stateofstartups2019.firstround.com/
2019-12-17	2020 Venture Capital Outlook	Report		Forecasting the primary trends that will shape VC in years to come	https://files.pitchbook.com/website/files/pdf/PitchBook_2020_Venture_Capital_Outlook.pdf
2020-09-17	How Klarna works	Article	Peter Ramsey	Klarna is one of the biggest ‘buy-now, pay-later’ services in the world, and you’ll probably have seen their logo in a few familiar places, like ASOS, Topshop and Wayfair. The idea is that you can buy something from one of their participating retailers, receive the item, and pay for it through Klarna later on. And it seems to be working well. As I write this, Klarna is a $10 billion company, and they claim to process more than a million transactions every day. So, you can imagine how meaningful a 1% improvement in their customer retention would be. Even 0.1% would be noticeable. Well, let’s explore the UX mistakes that Klarna are making, and ultimately how they could improve their product fairly easily.	https://builtformars.com/case-studies/how-klarna-works
2019-09-17	“Economists don’t actually understand macroeconomics.”	Quote	Bill Gates	“Economists don’t actually understand macroeconomics.”	https://qz.com/1709972/bill-gates-economists-dont-actually-understand-macroeconomics/
2019-09-17	US Solar Market Insight Executive Summary Q3 2019	Report		In Q2 2019, the U.S. solar market installed 2.1 GWdc of solar PV, representing a 7% decline from Q2 2018.	https://www.seia.org/research-resources/solar-market-insight-report-2019-q3
2019-09-17	Global Mobile Market Report	Report		Newzoo’s Global Mobile Market Report: Insights into the World’s 3.2 Billion Smartphone Users, the Devices They Use & the Mobile Games They Play	https://resources.newzoo.com/hubfs/Reports/2019_Free_Global_Mobile_Market_Report.pdf
2018-09-17	The Future of Jobs Report	Report		The Fourth Industrial Revolution is interacting with other socio-economic and demographic factors to create a perfect storm of business model change in all industries, resulting in major disruptions to labour markets. New categories of jobs will emerge, partly or wholly displacing others. The skill sets required in both old and new occupations will change in most industries and transform how and where people work. It may also affect female and male workers differently and transform the dynamics of the industry gender gap.	http://www3.weforum.org/docs/WEF_Future_of_Jobs_2018.pdf
1999-09-17	IPO	Filing	Goldman Sachs	@bgurley: "Here is how your underpriced IPO is used to generate other financial benefits for your investment bank. Once again, the company is being "served up" to create value for institutional clients. Here is it in black/white email."	https://s3.amazonaws.com/s3.documentcloud.org/documents/612501/nocera-documents.pdf
2021-08-17	Blockchains are the new app stores	Essay/Thoughts/Whitepaper/Opinion	Chris Dixon	If you were ambitious, risk-seeking founder in the mobile golden age circa 2009-12, you built a new mobile app. That was when Uber, WhatsApp, Instagram, Venmo, Snapchat, and many other top apps were built.	https://twitter.com/cdixon/status/1427452478035959808
2018-07-17	The Mobile Economy Sub-Saharan Africa 2018	Report		For many consumers across Sub-Saharan Africa, the mobile phone is not just a communication device but also the primary channel to get online, as well as a vital tool to access various life-enhancing services. Mobile adoption in the region has grown rapidly in recent years: overall subscriber penetration reached 44% in 2017, up from just 25% at the start of this decade. Access to mobile connectivity is vital to empowering consumers and driving economic growth. The technology enhances access to many essential services, including education, health and utilities, while also enabling business models that support the efficient and sustainable delivery of key services through mobile-based platforms such as mobile money and cellular IoT.	https://data.gsmaintelligence.com/api-web/v2/research-file-download
2018-07-17	The Mobile Economy 2018	Report		Having surpassed 5 billion people connected to mobile services in 2017, the global mobile industry will reach further milestones over the next eight years. The number of unique mobile subscribers will reach 5.9 billion by 2025, equivalent to 71% of the world’s population. Growth will be driven by developing countries, particularly India, China, Pakistan, Indonesia and Bangladesh, as well as Sub-Saharan Africa and Latin America. The speed of growth is slowing though, with most of the developed world approaching saturation. The more significant growth opportunity will lie in mobile internet – a market that will add 1.75 billion new users over the next eight years, reaching a milestone of 5billion mobile internet users in 2025.	https://www.gsma.com/mobileeconomy/wp-content/uploads/2018/05/The-Mobile-Economy-2018.pdf
2017-07-17	"If Amazon is in your line of business: Sell now. If Amazon is not in your line of business: Sell now; your business sucks."	Quote		"If Amazon is in your line of business: Sell now. If Amazon is not in your line of business: Sell now; your business sucks."	https://twitter.com/gselevator/status/887023115288576000
2020-04-17	Our New World 2020	Report	Mary Meeker	We are in an environment the likes of which we have not experienced before… In this informal note, we have compiled observable trends that help form our views of the present and should provide insights into the future.	https://www.visualcapitalist.com/wp-content/uploads/2020/04/Our_New_World.pdf
2020-04-17	2019 Deloittle Global Human Capital Trends	Report		In 2019, an intensifying combination of economic, social, and political issues is forcing HR and business leaders to learn to lead the social enterprise—and reinvent their organizations around a human focus. Explore this year's trends below.	https://www2.deloitte.com/content/dam/insights/us/articles/5136_HC-Trends-2019/DI_HC-Trends-2019.pdf
2019-04-17	2019 Bad Bot Report	Report		Distil Networks’ 2019 Bad Bot Report investigates the daily attacks that sneak past sensors and wreak havoc on websites. It’s based on 2018 data collected from Distil Networks’ global network and includes hundreds of billions of bad bot requests anonymized over thousands of domains. Our goal is to offer guidance about the nature and impact of automated threats to those of you on the frontlines of website security.	https://www.imperva.com/resources/resource-library/reports/2020-Bad-Bot-Report/
2018-04-17	Global Startup Ecosystem Report 2018	Report		This report dives into leading startup ecosystem sub-sectors (or verticals) answering strategic questions for our global community of founders, talent, investors and supporters: which sub-sectors are growing the fastest, attracting investor attention, and creating bigger successes	https://startupgenome.com/all-reports
2021-02-17	Autonomous trucks lead the way	Article		Driverless trucks are already heading out to the highway, as shipping companies increasingly look to autonomous technology to meet rising demand for goods. The focus now: determining the best way to hand off trailers from machine to human.	https://www2.deloitte.com/us/en/insights/focus/future-of-mobility/autonomous-trucks-lead-the-way.html
2021-02-17	The UNCTAD B2C E-commerce Index 2020	Database/List/Ranking		Switzerland replaced the Netherlands at the top of UNCTAD's Business-to-Consumer (B2C) E-commerce Index 2020, which ranks 152 countries on their readiness to engage in online commerce.	https://unctad.org/system/files/official-document/tn_unctad_ict4d17_en.pdf
2020-02-17	2019 Review: High-growth SaaS IPOs	Report	Alex Clayton	Last year I wrote a post summarizing the 2018 cohort of SaaS IPOs. Not surprisingly, more SaaS companies went public in 2019 (although not as many as in 2018). We're likely to see a significant amount in 2020 given the current market environment and strong public market interest in SaaS companies.	https://www.meritechcapital.com/blog/2019-review-high-growth-saas-ipos-2
2020-02-17	Cisco Annual Internet Report	Report		The Cisco Annual Internet Report is a global, regional and country level forecast/analysis that assesses digital transformation and is developed by the same analyst team that created the Cisco Visual Networking Index (VNI) Forecast. The report covers fixed broadband, Wi-Fi, and mobile (3G and below, 4G, 5G) networking.	https://www.cisco.com/c/en/us/solutions/collateral/executive-perspectives/annual-internet-report/white-paper-c11-741490.pdf
2018-01-17	“The work ethic in Chinese tech companies far outpaces their US rivals.”	Quote	Michael Moritz	“The work ethic in Chinese tech companies far outpaces their US rivals.”	https://www.ft.com/content/42daca9e-facc-11e7-9bfc-052cbba03425
2017-01-17	App Annie 2017 Retrospective	Report		The numbers from 2017 certainly inspire confidence. There’s been a 60% growth in the number of app downloads globally, consumer spend has more than doubled, and time spent in apps spiked by 30%, to the point where each user spends about 43 days per year in apps.	https://s3.amazonaws.com/files.appannie.com/reports/1801_Report_2017_Retrospective_EN.pdf
2020-12-16	Consumer Trends	Report		A 102-slide presentation highlighting the years most important and interesting trends in food and beverage, beauty, fitness, e-commerce, and more. Topics include the shift to online grocery (and what it means), unbundling the shopping cart, what Millennials and Gen. Z prefer about 2020 living, and why DTC is here to stay.	https://newconsumer.com/wp-content/uploads/2020/12/Consumer-Trends-2021.pdf
2020-12-16	Tobi Lütke	Bio/Obituary/Profile/Interview		Welcome to the third interview on 'The Observer Effect'. We are lucky to have one of the most interesting founders in technology and commerce - Tobi Lütke, Founder and CEO of Shopify. Tobi is one of the most thoughtful and first principles oriented founders I've met and this was a fascinating conversation.	https://www.theobservereffect.org/tobi.html
2020-12-16	Marketplaces Year in Review 2020	Report		2020 was the best year for e-commerce marketplaces in over a decade. E-commerce growth had a step change, and marketplaces captured most of it. In aggregate, it was the most successful year for sellers and brands that transact through them, too. The Year in Review looks at the state of marketplaces and describes the most important trends.	https://www.marketplacepulse.com/marketplaces-year-in-review-2020
2019-12-16	NVCA 2020 Yearbook	Report		The US venture capital (VC) industry ended the decade on a high note in 2019. For the second consecutive year, high-growth startups raised more than $130 billion, and 2019 represented the second year on record (after 2015) where more than 10,000 venture-backed companies received an investment. From 2010 to 2019, investors deployed $761 billion into 87,000+ venture-backed companies across 94,000+ financings to start, build, and grow their businesses across the country.	https://nvca.org/wp-content/uploads/2020/03/NVCA-2020-Yearbook.pdf
2020-11-16	A Sober Look at SPACs	Literature/Paper	Michael Klausner,Michael Ohlrogge	A Special Purpose Acquisition Company (“SPAC”) is a publicly listed firm with a two-year lifespan during which it is expected to find a private company with which to merge and thereby bring public. SPACs have been touted as a cheaper way to go public than an IPO. This paper analyzes the structure of SPACs and the costs built into their structure. We find that costs built into the SPAC structure are subtle, opaque, and far higher than has been previously recognized. Although SPACs raise $10 per share from investors in their IPOs, by the time the median SPAC merges with a target, it holds just $6.67 in cash for each outstanding share. We find, first, that for a large majority of SPACs, post-merger share prices fall, and second, that these price drops are highly correlated with the extent of dilution, or cash shortfall, in a SPAC. This implies that SPAC investors are bearing the cost of the dilution built into the SPAC structure, and in effect subsidizing the companies they bring public. We question whether this is a sustainable situation. We nonetheless propose regulatory measures that would eliminate preferences SPACs enjoy and make them more transparent, and we suggest alternative means by which companies can go public that retain the benefits of SPACs without the costs.	https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3720919
2010-11-16	Internet Trends 2010	Report	Liang Wu,Scott Devitt,Mary Meeker	Ten questions Internet execs should ask and answer.	https://www.bondcap.com/report/it10/#view/1
2021-09-16	LEGO: The toy of smart investors	Article	Julia Kishilova,Victoria Dobrynskaya	We study financial returns on alternative collectible investment assets, such as toys, using LEGO sets as an example. Such iconic toys with diminishing over time supply and high collectible values appear to yield high returns on the secondary market.	https://www.sciencedirect.com/science/article/abs/pii/S0275531921001604?via%3Dihub
2014-09-16	Zero to One: Notes on Startups, or How to Build the Future	Book	Peter Thiel	The great secret of our time is that there are still uncharted frontiers to explore and new inventories to create.	https://amzn.to/2K2Cy5a
2021-08-16	2021 American College Student Freedom, Progress and Flourishing Survey	Report	Clay Routledge,John Bitzan	The American College Student Freedom, Progress and Flourishing Survey is an annual survey conducted by the Sheila and Robert Challey Institute for Global Innovation and Growth. The survey assesses student perceptions about viewpoint diversity and campus freedom; human progress and beliefs about the future; and student attitudes toward entrepreneurship, capitalism and socialism, and how college is influencing their views.	https://www.ndsu.edu/fileadmin/challeyinstitute/Research_Briefs/2021_American_College_Student_Survey.pdf
2021-08-16	How Coinbase Ventures Became one of Crypto's busiest VC's without any full time staff	Article	Alex Konrad	Unlike some other corporate investors, Coinbase's venture capital investments don't come from a dedicated fund, but off its balance sheet. The company writes checks of $50,000 to $250,000 in seed rounds and larger, if necessary later on. And with its volume of deals and lack of dedicated staff, Coinbase Ventures prefers to join rounds led by other VC firms and not take board seats.	https://www.forbes.com/sites/alexkonrad/2021/08/16/inside-coinbase-ventures-approach-crypto-vc
2019-07-16	The State of Mobile Internet Connectivity 2019	Report		In 2018, almost 300 million people connected to mobile internet for the first time, bringing the total connected population to more than 3.5 billion people globally. For many of these individuals, mobile is the only method of accessing the internet, so growth in mobile internet adoption also drives digital inclusion, especially in low- and middle-income countries	https://www.gsma.com/mobilefordevelopment/wp-content/uploads/2019/07/GSMA-State-of-Mobile-Internet-Connectivity-Report-2019.pdf
2020-06-16	THE U.S. MID-YEAR REPORT JUNE 2020	Report		The June 2020 U.S. mid-year forecast is marked by declines in consumer and advertising spend across the board. The COVID pandemic sharply transformed the economic expectations from growth as recently as mid-March to the worst economic decline since the peak of the Great Depression in 1932.	https://dmx9040v9xyo8.cloudfront.net/uploads/2020/06/groupmusadvertisingforecast-1.pdf
2020-06-16	Giving USA 2020: Issues & Trends Presentation	Report		American individuals, bequests, foundations and corporations gave an estimated $449.64 billion to U.S. charities in 2019, placing it among the highest years ever for charitable giving, according to findings in Giving USA 2020: The Annual Report on Philanthropy for the Year 2019, released today.	https://nonprofitquarterly.org/wp-content/uploads/2020/06/Giving-USA-2020-Slides.pdf
2018-05-16	We already got the memo about the leaks. It was leaked.	Graphic		We already got the memo about the leaks. It was leaked.	https://www.newyorker.com/cartoons/daily-cartoon/wednesday-may-16th-leak-memo
2012-04-16	Acqui-Hiring	Literature/Paper	Gregg D. Polsky,John F. Coyle	A paper offering one of the first formal-description on the acqui-hire phenomenon.	https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2040924
2021-03-16	Tech Nation Report 2021	Report		Insights from the Tech Nation Report 2021 reveal a number of successes the UK can celebrate, including world-leading growth in deep tech investment at 17%, while North America and Asia both experienced falling rates between 2019 and 2020.	https://technation.io/report2021/
2021-03-16	The Global Payments Report	Report		The 2020 Worldpay from FIS’ Global Payments Report helps businesses navigate the payment pathways that connect us all. Our research starts at global and regional levels before diving into detailed analysis of payments in 40 select countries, from Argentina to Vietnam. We then look beyond the numbers with key insights on compelling trends from our team of payment experts. We’ll also help you understand how you can apply these insights to your business.	https://offers.worldpayglobal.com/rs/850-JOA-856/images/1149143%20GPR%20DIGITAL%20ALL%20PAGES%20SINGLES%20RGB%20FNL9.pdf
2018-02-16	"We move more people than the entire airline industry."	Quote	Dara Khosrowshahi	"We move more people than the entire airline industry."	https://www.goldmansachs.com/insights/talks-at-gs/dara-khosrowshahi.html
2018-02-16	"Cars are to us as books are to Amazon. We will do more verticals in transportation. Uber Eats will be the largest delivery company, ex-China, this year."	Quote	Dara Khosrowshahi	"Cars are to us as books are to Amazon. We will do more verticals in transportation. Uber Eats will be the largest delivery company, ex-China, this year."	https://www.goldmansachs.com/insights/talks-at-gs/dara-khosrowshahi.html
2021-01-16	State of Batteries Report 2020	Report		The State of Batteries Report summarizes what we consider to be the most significant developments in the battery industry. This report seeks to provide a comprehensive and accessible overview of the current state of battery research, industry, talent, and policy. We hope to catalyze in-depth conversations on the state of batteries and its trajectory for the future.	https://www.batterybrunch.org/state-of-batteries-report
2020-01-16	DECIPHERING RUSSIA’S “SOVEREIGN INTERNET LAW”	Report	Alena Epifanova	In November 2019, Vladimir Putin’s regime introduced new regulations that create a legal framework for centralized state management of the internet within Russia’s borders. Although full implementation will be extremely difficult, this framework will likely lead to tighter state control over society and additional complications for domestic and foreign companies. The regulations are expected to accelerate the fragmentation of the global internet and to increase Russian reliance on Chinese technology.	https://dgap.org/sites/default/files/article_pdfs/dgap-analyse_2-2020_epifanova_0.pdf
2020-12-15	2020 Shareholder letter	Essay/Thoughts/Whitepaper/Opinion	Ross Stevens	MY “BIG FOUR” BITCOIN AHA-MOMENTS Bitcoin is a journey, not a destination, and everyone is on their own path. Every morning when I study Bitcoin, I find myself deeper in awe, humbled by the power, and potential, of its unstructured simplicity. The more I learn about Bitcoin, the more I realize how much there is to know, and how much I want to know. There’s beauty in Bitcoin.	https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/Stone-Ridge-2020-Shareholder-Letter.pdf
2020-12-15	Global Mobile Trends 2021	Report		Beyond Covid-19, our report analyses the telecom industrys underlying trends, such as 5G adoption, which are building momentum and shaping the telecom sector outlook. Other trends include network transformation and the shift to open RAN; enterprise digitisation; changes to consumer entertainment consumption from streaming and immersive reality; and the 4G smartphone wave in emerging markets. Provided there is a gradual economic recovery in 2021, we expect activity in each of these areas to gather pace, said the GSMA Intelligences Head of Research, Tim Hatt.	https://data.gsmaintelligence.com/api-web/v2/research-file-download?id=58621970&file=141220-Global-Mobile-Trends.pdf
2020-12-15	Global Competitiveness Report Special Edition 2020	Report		The Global Competitiveness Report series has since its first edition aimed to prompt policy-makers beyond short term growth and to aim for long-run prosperity. The 2020 special edition is dedicated to elaborating on the priorities for recovery and revival, and considering the building blocks of a transformation towards new economic systems that combine productivity, people and planet targets.	http://www3.weforum.org/docs/WEF_TheGlobalCompetitivenessReport2020.pdf
2019-11-15	Cash an inefficient and outdated means of payment	Report		Cash is outdated, inefficient and bad for your health What needs to be done to encourage, optimize and replace?	https://www.finansnorge.no/siteassets/kurs-og-konferanser/2019/betalingsformidlingskonferansen-2019/presentasjoner/cash_an-inefficient-and-outdated-means-of-payment_marc-niederkorn.pdf
2020-10-15	Global IPO Watch Q3 2020	Report		After a strong rebound in equities which continued through the summer, it was not surprising to see the equity market pulling back in Q3, particularly in September. In addition to the resurgence of COVID-19, a number of macroeconomic and geopolitical factors contributed to the increased uncertainty and stock market volatility such as mixed signals from the global economies as to the status of the recovery and upcoming US elections. In September, the market was seeing a rotation away from tech stocks into more cyclicals and value driven stocks where Europe and Emerging Markets could benefit.	https://www.pwc.com/gx/en/audit-services/ipo-centre/assets/pwc-global-ipo-watch-q3-2020.pdf
2020-10-15	Q3 2020 Store Intelligence Data Digest	Report		Sensor Tower's Q3 2020 Data Digest: 100 Billion App Downloads and Counting for 2020	https://go.sensortower.com/rs/351-RWH-315/images/Sensor-Tower-Q3-2020-Data-Digest.pdf
2020-10-15	PE Pulse Quarterly insights and intelligence on PE trends Q3 2020	Report		The PE Pulse has been designed to help you remain current on capital market trends. It captures key insights from subject-matter professionals across EY member firms and distills this intelligence into a succinct and user-friendly publication. The PE Pulse provides perspectives on both recent developments and the longer-term outlook for private equity (PE) fundraising, acquisitions and exits, as well as trends in private credit and infrastructure.	https://www.ey.com/en_us/private-equity
2020-10-15	Global IPO trends: Q3 2020	Report		EY Global IPO trends report is released every quarter and looks at the IPO markets, trends and outlook for the Americas, Asia-Pacific and EMEIA regions. The current report provides insights, facts and figures on the IPO market for the first nine months of 2020* and analyzes the implications for companies planning to go public in the short and medium term	http://ey-global-ipo-trends-2020-q3-final-v1.pdf
2019-10-15	2020 State of Tech Spend Report	Report		Optimizing IT spend offers a major opportunity to redirect savings to invest in high-priority transformational initiatives	https://resources.flexera.com/web/pdf/Report-SLO-State-of-Tech-Spend-2020.pdf
2021-09-15	FTC Staff Presents Report on Nearly a Decade of Unreported Acquisitions by the Biggest Technology Companies	Report		At an open Commission meeting today, the Federal Trade Commission staff presented findings from its inquiry into past acquisitions by the largest technology platforms’ that did not require reporting to antitrust authorities at the FTC and the Department of Justice.	https://www.ftc.gov/news-events/press-releases/2021/09/ftc-report-on-unreported-acquisitions-by-biggest-tech-companies
2020-09-15	Expectations and the Role of Intangible Investments	Article	Dan Callanhan,Michael Mauboussin	@trengriffin:Depreciate R&D over 10 years and look at what happens to GAAP earnings. __ What's the useful life of Shopify's software? Expense R&D costs immediately? Seriously? __ What's the useful life of DocuSign's software? One year or less? Are you joking? __ Over what period should Stripe's software be depreciated? Expense it immediately? That's coconuts! __	https://www.morganstanley.com/im/publication/insights/articles/articles_onejob.pdf
2020-09-15	Investment Thesis for Opendoor	Deck/Memo/Presentation	Chamath Palihapitiya		https://twitter.com/chamath/status/1305837931710480387
2018-06-15	China's next retail disruption: End-to-end value chian digitisation	Report		This report draws on insights from our quantitative study of the Global Consumer Insights Survey 2018. It explores shopping behaviours of 901 Chinese consumers and over 1,200 consumer interviews as part of various project work. In addition, we also bring perspectives from our experience working with international and local retailers, brands and internet companies.	https://www.pwccn.com/en/retail-and-consumer/publications/global-consumer-insights-survey-2018-china-report.pdf
2020-05-15	How COVID-19 is changing the world: a statistical perspective	Report		This report presents a snapshot of some of the latest information available on how COVID-19 is affecting the world today. Although a wide range of topics are covered in this report, a consistency of message is clear – this is an unprecedented crisis, and no aspect of our lives is immune. The quantitative knowledge presented in this report covers different aspects of public and private life from economic and environmental fluctuations to changes that affect individuals in terms of income, education, employment and violence and changes affecting public services such as civil aviation and postal services.	https://unstats.un.org/unsd/ccsa/documents/covid19-report-ccsa.pdf
2021-04-15	Coinbase ($COIN) Breakdown - Part 2	Report	Igli Gezim	Coinbase ($COIN) will go public today on the NASDAQ through a direct listing. The company that is propelling a decentralized infrastructure with decentralized assets will let the market decide its value. In their S-1 filing, the company listed some pre-IPO share sales which also gives us a peak in terms of the demand of interest.	https://equitybreakdown.substack.com/p/coinbase-coin-breakdown-part-2
2019-03-15	State of the Amazon Marketplace 2019	Report		The State of the Amazon Marketplace 2019 report reveals Amazon sellers' priorities and goals, areas of concern, keys to profitability, and more.	https://fv.feedvisor.com/rs/656-BMZ-780/images/The-State-of-the-Amazon-Marketplace-2019-Feedvisor.pdf
2018-03-15	US Solar Market Insight Executive Summary 2017 Year in Review	Report		In 2017, the U.S. solar market installed 10.6 gigawatts direct current (GWdc) of solar photovoltaic (PV) capacity. Despite installing 30% less solar than what was installed in a unique and record-breaking 2016 that coincided with the year the federal Investment Tax Credit (ITC) had been set to expire, the market still exceeded 2015 levels by 40%. In line with previous years, 59% of the installed capacity came from the utility PV segment, while distributed solar accounted for 41% of installations.	https://www.seia.org/research-resources/solar-market-insight-report-2017-year-review
2021-02-15	Corporates investing in crypto: Considerations regarding allocations to digital assets	Report		This paper focuses largely on Bitcoin investments, considering recent increased investments in Bitcoin, and its common reference as a store of value. It should be noted that there are numerous types of digital assets, each having their own unique characteristics. Ethereum is also viewed as a store of value, with the added use of enabling transactions on Ethereumbased decentralized applications.	https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/MicroStrategy-and-Deloitte-Corporates-Investing-in-Crypto.pdf
2021-02-15	BITCOIN ACCOUNTING TREATMENT AND TAX CONSIDERATIONS	Report		Upon consideration of the questions listed below, the Company has concluded that its Investment in bitcoin is to be accounted for as an asset of the Company and accounted for based on the guidance within FASB ASC 350 Intangibles – Goodwill and Other. The Company will record impairment losses as the fair value falls below the carrying value of the Investment, and such impairment losses are not able to be reversed upon a subsequent increase in fair value. Upon sale of the Investment, the Company will record a sale pursuant to FASB ASC 610 Other Income and record any gain or loss on sale based on the fair value at the date of sale. The remainder of this memo outlines the accounting considerations to support these conclusions.	https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/MicroStrategy-Bitcoin-Accounting-Treatment-and-Tax-Considerations.pdf
2021-02-15	CONTRACTUAL CONSIDERATIONS FOR DIGITAL ASSET CUSTODIANS	Report		The following is a checklist of generally-applicable contractual considerations relevant to custodial services agreements with potential digital asset (“Digital Asset”) custodians. This checklist is intended for general background purposes as it contemplates custodial relationships, and not as guidance for negotiating any specific custodial agreement. In that regard, we note that Digital Asset custodial services agreements vary, and additional or different considerations are likely to apply in context of any specific custodial services agreement.	https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/MicroStrategy-Contractual-Considerations-for-Digital-Asset-Custodians.pdf
2021-02-15	BITCOIN TRADING POLICY	Report		This Bitcoin Trading Policy (this “Trading Policy”) provide guidelines applicable to all directors, officers, and employees of MicroStrategy Incorporated and its subsidiaries (collectively, the “Company”) who have access to information relating to the Company’s plans or activities for managing its investment in Bitcoin (“BTC”) (collectively, “Covered MicroStrategy Persons”) to help avoid trading on inside information in violation of applicable law and regulation, including, but not limited to, federal and state commodities laws and fiduciary duties under applicable corporate law. Capitalized terms used in this Trading Policy are defined where they first appear in this Trading Policy	https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/MicroStrategy-Bitcoin-Trading-Policy.pdf
2021-02-15	AMENDED AND RESTATED TREASURY RESERVE POLICY	Report		This Amended and Restated Treasury Reserve Policy (this “Policy”) sets out certain roles, responsibilities, and practices for managing all Treasury Reserve Assets. For purposes of this Policy, “Treasury Reserve Assets” means, at any given time: • That portion of the Cash Assets (as defined below) held by MicroStrategy Incorporated (“MicroStrategy”) and its subsidiaries (MicroStrategy, together with its subsidiaries, the “Company”) that exceeds the Working Capital Threshold (as defined below), if any, plus • any bitcoin (“BTC”) held by the Company	https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/MicroStrategy-Treasury-Reserve-Policy.pdf
2021-02-15	KEY CONSIDERATIONS FOR [CORPORATE INVESTMENT IN BITCOIN]	Report		BUSINESS STRATEGY AND GOVERNANCE; RISK MANAGEMENT; DISCLOSURE MATTERS;EXECUTION OF BTC INVESTMENTS;	https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/MicroStrategy-Key-Considerations-for-Corporate-Investment-in-Bitcoin.pdf
2021-02-15	BITCOIN (BTC) INITIATIVE – PROJECT ROADMAP	Report		This document is designed to serve as a resource to help you navigate a corporate bitcoin strategy. It draws from MicroStrategy’s experience with its BTC initiative, but it is not the actual project roadmap used by MicroStrategy	https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/MicroStrategy-Bitcoin-Initiative_Project-Roadmap.pdf
2021-01-15	The Great Unbundling	Report	Benedict Evans	Covid brought shock and a lot of broken habits to tech, but mostly, it accelerates everything that was already changing. 20 trillion dollars of retail, brands, TV and advertising is being overturned, and software is remaking everything from cars to pharma. Meanwhile, China has more smartphone users than Europe and the USA combined, and India is close behind - technology and innovation will be much more widely spread. For that and lots of other reasons, tech is becoming a regulated industry, but if we step over the slogans, what does that actually mean? Tech is entering its second 50 years.	https://www.ben-evans.com/presentations
2021-01-15	MoneyTree Report Q4 2020	Report		2020 investments reach a new annual record despite the pandemic 2020 investments hit an all-time high: US-based, VCbacked companies raise nearly $130B in 2020, up 14% year-over-year (YoY) from 2019. However, annual deal activity is down 9% YoY to 6,022 deals.	https://www.pwc.com/us/en/moneytree-report/assets/pwc-moneytree-2020-q4.pdf
2021-01-15	Venture Monitor Q4 2020	Report		Although late-stage deal count and value dipped in Q4, both metrics reached record annual highs, and late-stage companies accounted for 28.8% of total VC deal count and 66.7% of value in 2020. Their increased share of activity may have stemmed partly from investors turning much of their attention to supporting existing portfolio companies with capital infusions to maintain operations and accelerate growth. At the same time, mega-deals (largely buoyed by large, late-stage companies) also reached annual record highs for deal count and value, helping to drive up the median deal size across all investment stages.	https://files.pitchbook.com/website/files/pdf/Q4_2020_PitchBook_NVCA_Venture_Monitor.pdf
2020-01-15	The Smart Audio Report	Report		The Winter 2019 Smart Audio Report confirmed continued growth in the smart speaker market with 24% of U.S. adults — 60M people — owning at least one smart speaker device. The average smart speaker household now features 2.6 devices, up from 2.3 devices per household at the same time last year. With 54% of the U.S. population now having ever used voice-command technology, smart speakers and voice assistants across devices are increasingly a part of everyday lives.	https://www.nationalpublicmedia.com/uploads/2020/01/The-Smart-Audio-Report-Winter-2019.pdf
2020-01-15	Growth of the Blocked Web 2020 PageFair Adblock Report	Report		This year’s report is also the first to feature a comprehensive breakdown of the diverse strategies top US publishers are using to mitigate the revenue loss that arose from adblocking, as well as an overview of the vendors that publishers are working with to resolve this complex issue. It’s a fascinating glimpse into how radically the adblock recovery category has transformed over the last five years	https://s3.amazonaws.com/media.mediapost.com/uploads/2020-PageFair_Blockthrough-Adblock-Report.pdf
2020-01-15	The State of Mobile 2020	Report		As the leading mobile data and analytics company helping brands and publishers win on mobile, we are excited to share The State of Mobile 2020 report. This annual appraisal provides insight into mobile’s expansive impact across industries and the global economy, highlighting publishers and brands that are outperforming their peers. Download the industry's leading mobile report covering everything you need to know about how to win on mobile in 2020, including:	https://www.appannie.com/en/go/state-of-mobile-2020/
2020-01-15	Facility Insights Report	Report		To help fuel transparency and encourage improvement within the industry, we’re excited to share Uber Freight’s second Facility Insights Report with you. The report’s findings draw directly from facility ratings, a featurewithin the Uber Freight app that empowers drivers to share feedback about their experiences during pickups and deliveries.	https://businesses.uber.com/UberFreight-Facility-Ratings-Insight-Report_2020_confirmation.html
2020-01-15	Webroot Threat Report 2020	Report		In this year’s Webroot® Threat Report, we take a deeper look into what we’ve seen in these and other categories, and include further context on targeted industries and common malware locations. With an in-depth view of massive amounts of both good and bad web traffic, we use our informed understanding of what has happened during the past decade to foreshadow what 2020 may bring, and help you make sense of these trends in a rapidly changing world.	https://mypage.webroot.com/rs/557-FSI-195/images/2020%20Webroot%20Threat%20Report_US_FINAL.pdf
2020-01-15	2020 State of Texting	Report		As the creators of Texting for Business™, we designed this report to be a comprehensive look at how consumers and businesses use texting and other communication methods to connect. We identified key insights to help businesses understand consumer communication preferences so they can adopt a texting communication strategy that gets results.	https://go.zipwhip.com/rs/013-HWD-293/images/State-of-Texting-2020.pdf
2020-01-15	The Future of Payments Part I Cash: the Dinosaur Will Survive…For Now	Report		This piece is the first in a series of three pieces that examines the past, present, and future of the payments industry. We analyse the unexpected results of our proprietary survey of 3,600 customers across the US, UK, China, Germany, France and Italy and forecast trends in cash, online, mobile, crypto, and blockchain. The implications for customers and business are important; the potential macro and geopolitical consequences are profound.	https://www.dbresearch.com/PROD/RPS_EN-PROD/PROD0000000000504353/The_Future_of_Payments_-_Part_I__Cash%3A_the_Dinosau.pdf
2020-01-15	Adage Marketing Fact Pack 2020	Report		Ad Age’s annual guide to marketers, media and agencies. We pulled together quick stats and facts on the biggest U.S. and global advertisers, most-advertised brands, market share, media data, agency rankings and more, drawing on Ad Age Datacenter’s rankings and analysis from the past year. Brought to you by Neustar.	http://adage.com/d/resources/system/files/resource/adagemarketingfactpack2020_locked.pdf
2019-11-14	Voice on the Go	Report		Almost every driver (95%) will be using a voice assistant in the next three years, but automotive companies must improve the experience to meet user expectations, a new research report from the Capgemini Research Institute has found.	https://www.capgemini.com/wp-content/uploads/2019/11/Report-%E2%80%93-Voice-on-the-Go.pdf
2018-11-14	ATM LOGIC ATTACKS: SCENARIOS 2018	Report		Logic attacks on ATMs are growing in popularity, with losses running in the millions of dollars. Although ATM owners bear the brunt of the threat, bank clients may be victimized as well—especially in the case of card cloning attacks.	https://www.ptsecurity.com/upload/corporate/ww-en/analytics/ATM-Vulnerabilities-2018-eng.pdf
2020-10-14	Made in Germany, Co-opted by China	Report		MIC2025 is part of Beijing’s larger Go Out strategy – a long-standing bid to co-opt international resources to serve China’s positioning. MIC2025 itself focuses on establishing strategic footholds in global manufacturing and then using them to assert control over the international economy. These footholds require capabilities and positioning unique to Germany.Beijing’s intentions are not benign. China’s “complementary” cooperation is designed to use capabilities and leverage siphoned from Germany to export China’s control to Germany by proliferating standards, locking in critical dependencies, and ensuring information dominance. To that end, MIC2025 pursues beachheads everywhere from critical supply chains to telecommunications to logistics standards. Throughout, Beijing’s MCF apparatus will convert cutting-edge advances from German’s innovators, such as KUKA, into coercive tools for China’s armed forces.	https://www.fdd.org/wp-content/uploads/2020/10/fdd-monograph-made-in-germany-co-opted-by-china.pdf
2019-06-14	Digital Economy and Society Index Report 2019	Report		The Digital Economy and Society Index (DESI) is a composite index that summarises relevant indicators on Europe’s digital performance and tracks the progress of EU Member States in digital competitiveness. Finland, Sweden, the Netherlands and Denmark, have the most advanced digital economies in the EU followed by the UK, Luxembourg, Ireland and Estonia. Bulgaria, Romania, Greece and Poland have the lowest scores on the index.	https://ec.europa.eu/newsroom/dae/document.cfm
2018-05-14	The Future of Blockchain Tech	Report		How venture firms, corporates, regulators, and builders are shaping blockchain technology’s future	https://www.cbinsights.com/reports/CB-Insights_Future-Blockchain-Briefing.pdf
2021-04-14	How A Young Outsider Turned Failing Vimeo Into A Billion-Dollar Company	Article	Antoine Gara,Steve Bertoni	Vimeo was always YouTube's weird, flailing, artsy cousin — until a thirty-something CEO stepped in and figured out how to make it a cash cow.	https://www.forbes.com/sites/stevenbertoni/2021/04/14/how-young-outsider-turned-vimeo-into-billion-dollar-company/
2016-01-14	The Bitcoin Lightning Network: Scalable Off-Chain Instant Payments	Literature/Paper	Joseph Poon,Thaddeus Dryja	The bitcoin protocol can encompass the global financial transaction volume in all electronic payment systems today, without a single custodial third party holding funds or requiring participants to have anything more than a computer using a broadband connection. A decentralized system is proposed whereby transactions are sent over a network of micropayment channels (a.k.a. payment channels or transaction channels) whose transfer of value occurs off-blockchain. If Bitcoin transactions can be signed with a new sighash type that addresses malleability, these transfers may occur between untrusted parties along the transfer route by contracts which, in the event of uncooperative or hostile participants, are enforceable via broadcast over the bitcoin blockchain in the event of uncooperative or hostile participants, through a series of decrementing timelocks.	https://lightning.network/lightning-network-paper.pdf
2019-12-13	State of the Phone Call End of Year Report 2019	Report		Hiya's 'State of the Phone Call' report shows 108% jump in spam calls to 54.6 billion in 2019.	https://assets.hiya.com/public/pdf/HiyaStateOfTheCall2019.pdf
2021-10-13	Longtermtrends Find the most interesting charts!	Report	longtermtrends	Our mission is to find the most interesting and educational charts with rich historical data, and to make these charts available online.	https://www.longtermtrends.net/
2020-10-13	PwC/CB Insights MoneyTree Report Q3 2020	Report		Q320 funding to US-based, VC-backed companies is the second strongest quarter ever Investments reach $36.5B in Q320, the second highest quarter ever: VC investments to US-based companies hit a 7-quarter high in Q320 at $36.5B, up 22% year-over-year (YoY) and 30% from Q220. The quarterly increase in deal activity is more modest: 1,461 VC deals take place in Q320, a 1% increase from 1,440 deals in Q220. While deal activity has shown small increases each quarter so far this year, Q320	https://www.pwc.com/us/en/moneytree-report/assets/MoneyTree_Report_2020_Q3.pdf
2016-09-13	55 Companies Changing The Way Building Materials And Services Are Researched And Sold	Report		Using CB Insights and analytics, we identified 30 startups working in construction tech, and categorized them into a market map spanning 7 key emerging categories such as analytics and frontier tech applications.	https://www.cbinsights.com/research/future-selling-construction-products/
2011-09-13	The Lean Startup: How Today's Entrepreneurs Use Continuous Innovation to Create Radically Successful Businesses	Book	Eric Ries	Most startups fail. But many of those failures are preventable. The Lean Startup is a new approach being adopted across the globe, changing the way companies are built and new products are launched.	https://amzn.to/2yyhOg6
2018-07-13	Scrolling news: The changing face of online news consumption	Report		Ofcom has also published a commentary on the key themes from the reports including: the challenge of ‘news overload’; ‘passive’ news consumption; the blurred news environment of social media; critical thinking when navigating online news; and trust in news sources.	https://www.ofcom.org.uk/__data/assets/pdf_file/0022/115915/Scrolling-News.pdf
2019-06-13	Mobile Technology and Home Broadband 2019	Report		Today, 37% of U.S. adults say they mostly use a smartphone when accessing the internet. This share has nearly doubled since 2013, when the Center last asked this question. At that point, 19% of Americans named their smartphone as their primary device for going online.	https://www.pewinternet.org/wp-content/uploads/sites/9/2019/06/PI_2019.06.13_Mobile-Technology-and-Home-Broadband_FINAL2.pdf
2020-04-13	Venture Monitor: Q1 2020	Report		Q1 2020 kicked off the new decade with momentum from previous years of record-setting levels in the VC industry. Deal activity remained strong with 2,298 deals totaling $34.2 billion in deal value, setting the year on pace to near-record levels. However, these trends are likely to subside due to the fallout from COVID-19 and the current economic climate. Median deal size and pre-money valuations at the late stage dropped, and exits saw a precipitous decline in Q1 as public market volatility has forced late-stage companies to reevaluate their options.	https://nvca.org/wp-content/uploads/2020/04/Q1_2020_PitchBook_NVCA_Venture_Monitor-1.pdf
2021-01-13	State of Mobile 2021	Report		The world changed dramatically in 2020. Even with people staying at home across the world, we saw an acceleration of mobile usage habits by 2 to 3 years — strengthening mobile’s role as the most crucial instrument for engaging customers and growing your top line. As the leading mobile data and analytics company helping brands and publishers win on mobile, we are excited to share our curated insights to help businesses succeed.	https://www.appannie.com/en/go/state-of-mobile-2021/
2019-11-12	"A car that is autonomous is a four-wheeled robot. An autonomous car will be an eye-opener to people about robotics. Most people have never seen a robot. It won’t be long before there are a million Tesla’s that have autonomous capability."	Quote	Elon Musk	"A car that is autonomous is a four-wheeled robot. An autonomous car will be an eye-opener to people about robotics. Most people have never seen a robot. It won’t be long before there are a million Tesla’s that have autonomous capability."	https://www.youtube.com/watch
2015-11-12	"The banks took the money the American people gave them, and used it to pay themselves huge bonuses and lobby the Congress to kill big reform.”	Quote		"The banks took the money the American people gave them, and used it to pay themselves huge bonuses and lobby the Congress to kill big reform.”
2021-10-12	State of AI Report 2021	Report	Ian Hogarth,Nathan Benaich	The Report considers the following key dimensions: Research: Technology breakthroughs and capabilities. Talent: Supply, demand and concentration of AI talent. Industry: Areas of commercial application for AI and its business impact. Politics: Regulation of AI, its economic implications and the emerging geopolitics of AI. Predictions: What we believe will happen and a performance review to keep us honest.	https://docs.google.com/presentation/d/1bwJDRC777rAf00Drthi9yT2c9b0MabWO5ZlksfvFzx8/edit
2020-10-12	We don’t really know what’s living in the deep sea – but it’s about to become an industrial zone	Article	Jan Van Poppel	The latest gold rush is driving miners to the bottom of the sea. It may seem like a great alternative to sourcing rare-earth minerals for batteries and computer chips – but we don’t really know what’s living so deep beneath the ocean waves, or whether those lifeforms will survive such mining practices.	https://thecorrespondent.com/750/we-dont-really-know-whats-living-in-the-deep-sea-but-its-about-to-become-an-industrial-zone/784379879250-474f0303
2020-10-12	Venture Monitor Q3 2020	Report		Q3 2020 showed the strength of the VC market through the pandemic. According to our new deal count estimates, Q3 deal count surpassed Q2s, increasing at nearly every stage. Near $38 billion was invested over the quarter, as well, taking 2020s total deal value to more than $112 billion.	https://files.pitchbook.com/website/files/pdf/Q3_2020_PitchBook_NVCA_Venture_Monitor.pdf
2020-10-12	Exploring a United States Central Bank Digital Currency	Report		We intend to highlight how a US CBDC (a digital dollar) could address some common challenges faced by different stakeholders, including consumers, businesses, financial institutions, and fintechs. These examples are illustrative of challenges faced and opportunities that can be explored with a US CBDC where testing the merits of such a solution either against or as a complement to other solutions would be sound national policy.	https://static1.squarespace.com/static/5e16627eb901b656f2c174ca/t/5f848c188da760453f6960fc/1602522137441/Pilot+Scenarios+10_12_20.pdf
2020-10-12	Segment's journey	Bio/Obituary/Profile/Interview	Ilya Volodarsky	May 5, 2011 to Oct 12, 2020 — 9 years, 5 months to build a $3.2B SaaS company Here’s some of the lowlights/highlights that come to mind:	https://twitter.com/ivolo/status/1315751163262693376
2012-10-12	The Men Who Built America	Documentary		Miniseries on how the industrial innovations of Vanderbilt, Rockefeller, Carnegie, Morgan, and Ford built the first American business empires.	https://www.history.com/shows/men-who-built-america
2005-10-12	Internet Trends 2005	Report	Richard Ji,Brian Fitzgerald,Brian Pitz,Mary Meeker	-Perspective -Communications changing/Being changed -Broadband Meets Mobile Meets WiFi -Broadband/Mobile/WiFi Drilldown -Closing Thoughts -Disclosures	https://www.bondcap.com/report/it05/#view/1
2018-09-12	The Supplemental Poverty Measure: 2017	Report		In 2017, the overall SPM rate was 13.9 percent. This is not statistically different from the 2016 SPM rate of 14.0 (Figure 1).	https://www.census.gov/library/publications/2018/demo/p60-265.html
2018-09-12	Health Insurance Coverage in the United States 2017	Report		In 2017, 8.8 percent of people, or 28.5 million, did not have health insurance at any point during the year as measured by the CPS ASEC. The uninsured rate and number of uninsured in 2017 were not statistically different from 2016 (8.8 percent or 28.1 million).	https://www.census.gov/library/publications/2018/demo/p60-264.html
2018-09-12	Income and Poverty in the United States 2017	Report		Median household income was $61,372 in 2017, an increase in real terms of 1.8 percent from the 2016 median of $60,309. This is the third consecutive annual increase in median household income.	https://www.census.gov/library/publications/2018/demo/p60-263.html
2022-06-12	Y Combinator: The Institute of Innovation	Bio/Obituary/Profile/Interview	Mario Gabriele		https://www.readthegeneralist.com/briefing/yc
2016-06-12	No Loose Screws: 31 Tech Startups Attacking The Construction Industry	Report		highlighted companies disrupting the way private and commercial buildings are designed, constructed, and repaired.	https://www.cbinsights.com/research/construction-tech-market-map-company-list/
2015-06-12	Disrupting … Walking? 20 Startups In Personal Transportation	Report		CB Insights data to outline newer companies trying to revolutionize the personal-transportation space	https://www.cbinsights.com/research/disrupting-walking-transportation-startups/
2020-05-12	2020 OPEN SOURCE SECURITY AND RISK ANALYSIS REPORT	Report		The 2020 Open Source Security and Risk Analysis report examines audit data from 1,250+ commercial codebases and reveals trends in how organizations are using and managing open source—and where there's room to improve.	https://www.synopsys.com/content/dam/synopsys/sig-assets/reports/2020-ossra-report.pdf
1999-04-12	CEO Incentives: It's Not How Much You Pay, But How	Literature/Paper	Kevin J. Murphy,Michael C. Jensen	Paying top executives better would eventually mean paying them more. The arrival of spring means yet another round in the national debate over executive compensation. Soon the business press will trumpet answers to the questions it asks every year: Who were the highest paid CEOs? How many executives made more than a million dollars? Who received the biggest raises? Political figures, union leaders, and consumer activists will issue now-familiar denunciations of executive salaries and urge that directors curb top-level pay in the interests of social equity and statesmanship. The critics have it wrong. There are serious problems with CEO compensation, but excessive pay is not the biggest issue. The relentless focus on how much CEOs are paid diverts public attention from the real problem--how CEOs are paid.	https://papers.ssrn.com/sol3/papers.cfm?abstract_id=146148
2021-01-12	News Use Across Social Media Platforms in 2020	Report		About half of U.S. adults (53%) say they get news from social media “often” or “sometimes,” and this use is spread out across a number of different sites, according to a Pew Research Center survey conducted Aug. 31-Sept. 7, 2020.	https://www.journalism.org/2021/01/12/news-use-across-social-media-platforms-in-2020/
2021-01-12	STATE OF TECH SPEND REPORT 2021	Report		The  Flexera 2021 State of Tech Spend Report provides granular data and insights into how companies are spending on technology, the major initiatives they’re investing in, how they’re tracking and managing IT spend and the challenges they face in optimizing spend	https://resources.flexera.com/web/pdf/Report-SLO-State-of-Tech-Spend-2021.pdf
2020-12-11	2021 US Venture Capital Outlook	Report		Our 2021 Venture Capital Outlook forecasts trends that will shape the US VC industry in the upcoming year and reviews our analysts' predictions from 2020.	https://pitchbook.com/news/reports/q4-2020-pitchbook-analyst-note-2021-us-venture-capital-outlook#downloadReport
2019-12-11	AI Index 2019 Report	Report		We’re excited to release the AI Index 2019 Report, one of the most comprehensive studies about AI to date. Because AI touches so many aspects of society, the Index takes an interdisciplinary approach by design, analyzing and distilling patterns about AI’s broad global impact on everything from national economies to job growth, research and public perception. The purpose of the project is to ground the discussion on AI in data, serving practitioners, industry leaders, policymakers and funders, the general public and the media that informs it.	https://hai.stanford.edu/sites/g/files/sbiybj10986/f/ai_index_2019_report.pdf
2019-12-11	Interim Report of the National Security Commissionon Artificial Intelligence	Report		It represents the Commission’s initial assessment on artificial intelligence (AI) as it relates to national security, provides preliminary judgments regarding areas where the United States can do better, and suggests some interim actions the government could take now. Our full analysis and recommendations will be made in our final report.	https://drive.google.com/file/d/153OrxnuGEjsUvlxWsFYauslwNeCEkvUb/view
2005-11-11	"The battle between every startup and incumbent comes down to whether the startup gets distribution before the incumbent gets innovation."	Quote	Alex Rampell	"The battle between every startup and incumbent comes down to whether the startup gets distribution before the incumbent gets innovation."	https://a16z.com/2015/11/05/distribution-v-innovation/
2017-10-11	Professionals	Essay/Thoughts/Whitepaper/Opinion	Shane Parrish		https://www.pirque.vc/professionals/
2017-09-11	Bitcoin Resources	Report		What is Bitcoin? Bitcoin is a new form of money that is controlled by no one and is developed as an open collaborative project. Below you'll find enough curated educational resources and information about it that you could spend months sifting through them all. Make sure you have a decent understanding of the system before you store a significant amount of value in it! The same aspects that make it so valuable also make it unforgiving to those who make mistakes.	https://www.lopp.net/bitcoin-information.html
2021-08-11	ZoomInfo Story	Article	Jesse Puiji	Two sales guys used cold calling and data to turn their credit card debt into a $23+ BILLION public company.	https://twitter.com/jspujji/status/1425498739565805575
2020-06-11	Global ICT Regulatory Outlook 2020	Report		The flood of digital change continues full spate – and digital transformation, while a reality for some, remains distant for many. A period of hope and aspiration buoyed by smartphones and increasingly accessible broadband has now darkened somewhat as misuse of profiling, data commercialization and harmful online behaviours have increasingly come to light, sparking considerable public debate.	https://www.itu.int/dms_pub/itu-d/opb/pref/D-PREF-BB.REG_OUT01-2020-PDF-E.pdf
2019-06-11	Reuters Institute Digital News Report 2019	Report		Despite the efforts of the news industry, we find only a small increase in the numbers paying for any online news – whether by subscription, membership, or donation. Growth is limited to a handful of countries mainly in the Nordic region (Norway 34%, Sweden 27%) while the number paying in the US (16%) remains stable after a big jump in 2017.	https://reutersinstitute.politics.ox.ac.uk/sites/default/files/inline-files/DNR_2019_FINAL.pdf
2019-06-11	Internet Trends 2019	Report	Mary Meeker	At 3.8B, the number of Internet users comprises more than half the world’s population. When markets reach mainstream, new growth is harder to find as evinced by declining new smartphone shipments in 2018. While E-Commerce continues to gain share vs. physical retail, growth rates are slowing. While Internet advertising growth is solid & innovation is healthy, there are areas where customer acquisition costs may be rising to unsustainable levels.	https://www.bondcap.com/report/it19/#view/1
2020-05-11	THE STATE OF BITCOIN (2020)	Report		For the 3rd $BTC halving, our team wanted to arm the community with the most thorough, all-encompassing report on the current state of Bitcoin	https://www.delphidigital.io/reports/the-state-of-bitcoin-2020/
2019-04-11	Market study into mobile app stores	Report		In this market study, ACM analysed to what extent Apple and Google have the incentive and the opportunity with their app stores to influence the availability of apps and the functioning thereof. ACM therefore studied the relationship between app providers and mobile app stores.	https://www.acm.nl/sites/default/files/documents/2019-04/marktstudies-appstores.pdf
2021-03-11	The Infinite Dial 2021	Report		“We are pleased to partner with Edison Research to unveil the results of the 2021 U.S. Infinite Dial,” said John Rosso, President of Market Development at Triton Digital. “The results of this year’s study are exceptionally interesting, as they provide insight into Americans’ consumption of radio, streaming audio, podcasts, and usage of smart speakers during a time of unprecedented disruption in our everyday lives.”	http://www.edisonresearch.com/wp-content/uploads/2021/03/The-Infinite-Dial-2021.pdf
2020-03-11	5G expansion in the US: A game changer for the end-user connected experience?	Report		RootMetrics by IHS Markit, the standard for mobile performance benchmarking, today released a new report to help cut through the 5G hype and show consumers what real-world performance looks like in five major cities across the US (Chicago, Dallas, Indianapolis, Los Angles, and Washington, D.C.). As mobile users across the US depend more and more on fast data connectivity, the new RootMetrics report shows that there is no one-size-fits-all 5G solution and that your 5G experience can vary dramatically from carrier to carrier.	https://assets.ctfassets.net/ob7bbcsqy5m2/1OYGkLRhswJPII7me0aOzm/0d52a52a0a1b250df36bb2ef9762dc8f/RootMetrics_US_5G_Report_Final.pdf
2016-03-11	2016 Accelerator Rankings	Report		The 2016 Seed Accelerator Rankings were announced at SXSW on March 11, 2016 and updated on March 13 with data received from StartX after the original announcement.	http://seedrankings.com/2016-rankings.html
2008-03-11	Creative Capital: Georges Doriot and the Birth of Venture Capital	Book	Spencer Ante	In Creative Capital, Spencer Ante tells the compelling story of the enigmatic and quirky man--Georges Doriot--who created the venture capital industry. The author traces the pivotal events in Doriot's life, including his experience as a decorated brigadier general during World War II; as a maverick professor at Harvard Business School; and as the architect and founder of the first venture capital firm, American Research and Development.	https://www.amazon.com/gp/product/1422101223
2020-02-11	The Mobile Internet Phenomena Report	Report		Sandvine, a leading provider of network intelligence solutions, is announcing the release of the 2020 Mobile Internet Phenomena Report. The Mobile Internet Phenomena Report is the authoritative view on how applications are consuming the world’s mobile internet bandwidth. With an installed base of over 2.5B subscribers worldwide across over 500 fixed, mobile, WiFi, and satellite operators, Sandvine’s visibility into internet trends is unparalleled in the industry. This edition of the report focuses on mobile consumption trends globally and regionally in North America, Latin America, Europe, Asia, and the Middle East.	https://www.sandvine.com/hubfs/Sandvine_Redesign_2019/Downloads/2020/Phenomena/Mobile%20Phenomena%20Report%201H%202020%2020200219.pdf
2020-02-11	State of Remote Work 2020	Report		AngelList partnered with Buffer, collected data from over 3,500 remote workers to present "The 2020 State of Remote report". Read on for the top stats, insights from real-life remote workers and companies, and the full set of data.	https://lp.buffer.com/state-of-remote-work-2020
2019-12-10	2020 Emerging Jobs Report	Report		Learn which jobs are growing fastest around the world and what that means for the global workforce.	https://business.linkedin.com/content/dam/me/business/en-us/talent-solutions/emerging-jobs-report/Emerging_Jobs_Report_U.S._FINAL.pdf
2018-12-10	UNCTAD B2C E-COMMERCE INDEX 2018 FOCUS ON AFRICA	Report		The 2018 UNCTAD B2C E-commerce Index, which measures an economy’s preparedness to support online shopping, has expanded its coverage to include 151 economies, up seven from the 2017 edition. The index consists of four indicators that are highly related to online shopping and for which there is wide country coverage (box 1).1 The extent to which people shop online in a country is highly correlated with the value of the index, with an adjusted R squared value of 0.8 (Figure 1).	https://unctad.org/en/PublicationsLibrary/tn_unctad_ict4d12_en.pdf
2021-11-10	Zero-Emission Vehicles Factbook	Report	BNEF	This special report has been produced by BloombergNEF at the request of the U.K. COP26 Presidency and in partnership with Bloomberg Philanthropies, to coincide with COP26, the 2021 United Nations Climate Change Conference. Since the last Conference of the Parties in late 2019, global momentum towards zero-emissions road transport has accelerated significantly.	https://assets.bbhub.io/professional/sites/24/BNEF-Zero-Emission-Vehicles-Factbook_FINAL.pdf
2020-11-10	Inside Amazon’s Trucking Ambitions	Article		A new leasing program for Amazon-branded trucks. An in-house training program for drivers. Amazon is muscling its way into the middle-mile trucking business, just as it challenged UPS and FedEx in last-mile delivery.	https://www.theinformation.com/articles/inside-amazons-trucking-ambitions
2020-11-10	EMPLOYMENT 2030: Effects of Electric Mobility and Digitalisation on the Equality and Quantity of Employment At Volkswagen	Report		Using scientifically based methods, this study provides essential research into future employment and training requirements at Volkswagen as a result of the current transformation of the automotive industry. It contains findings that are also applicable to other stakeholders in the sector and may therefore have a widespread impact in terms of proactively transforming the employment situation.	https://www.volkswagenag.com/presence/stories/2020/12/frauenhofer-studie/6095_EMDI_VW_Summary_um.pdf
2020-10-10	What Ant Group’s IPO says about the future of finance - Queen of the Colony	Bio/Obituary/Profile/Interview		[PIRQUE: this coverage came out pre China halting the IPO]. The giant Chinese fintech upstart is expected to raise more than $30bn, eclipsing Saudi Aramco’s debut last year	https://www.economist.com/briefing/2020/10/10/what-ant-groups-ipo-says-about-the-future-of-finance
2019-10-10	DIGITAL ADVERTISING FRAUD IN NORTH AMERICA	Report		Ad fraud prevention specialist TrafficGuard has teamed up with Juniper Research to profile the state of ad fraud in North America. As the largest digital advertising market in the world, North America is no stranger to digital ad fraud. With its first US office now open, TrafficGuard’s team is dedicated to helping businesses in the region protect advertising spend and access new traffic sources for growth, safely.	https://s3.amazonaws.com/media.mediapost.com/uploads/DigitalAdFraudNorthAmerica.pdf
2019-09-10	The 2019 Global Internet Phenomena Report	Report		The Global Internet Phenomena Report is the authoritative view on how applications are consuming the world's internet bandwidth.	https://www.sandvine.com/global-internet-phenomena-report-2019
2018-09-10	Social Media, Social Life: Teens Reveal their Experiences	Report		Social Media, Social Life: Teens Reveal Their Experiences sheds light on teens' changing social media habits and why some kids are more deeply affected by -- and connected to -- their digital worlds. The report is a nationally representative survey of more than 1,000 kids age 13 to 17.	https://www.commonsensemedia.org/sites/default/files/uploads/research/2018_cs_socialmediasociallife_fullreport-final-release_2_lowres.pdf
2021-08-10	How Figma Became Design’s Hottest Startup, Valued At $10 Billion	Article	Alex Konrad	As Google Docs did for word processing and GitHub for code, so Dylan Field’s Figma is doing for design. Employees at companies like Netflix, AirBNB, Zoom and Discord are all users.	https://www.forbes.com/sites/alexkonrad/2021/08/10/how-figma-became-designs-hottest-startup-valued-at-10billion
2019-07-10	THE ILLUSION OF STABILITY What Worries the World?	Report	Ipsos	Using 100 months of data, we go beyond the headline stats to uncover long-term trends and surprising developments in the reported social and political concerns around the world.	https://www.ipsos.com/ipsos-mori/en-uk/illusion-stability-what-worries-world
2019-07-10	China Internet Report 2019	Report		The China Internet Report 2019 offers insight into key China technology trends, with deep dives into 11 key sectors and expert commentary from industry leaders China currently holds the most number of 5G patents, and has 5G pilot projects going in over a dozen cities with a total population of 167 million	https://research.scmp.com/products/china-internet-report-2020
2021-03-10	Corporates investing in crypto: Considerations regarding allocations to digital assets	Report		More and more operating companies have begun allocating cash to digital assets and crypto currencies. This is a new dynamic and a departure from more conventional investing by funds and others in this space. How would you do that? Explore these guidelines for the relevant questions, processes, and procedures supporting such a decision.	https://www2.deloitte.com/us/en/pages/audit/articles/corporates-investing-in-crypto.html
2020-03-10	SaaS Trends 2020	Report		SaaS Apps Reign Supreme Across Departments, but Waste is Growing	https://cdn2.hubspot.net/hubfs/2093754/eBooks/2020%20SaaS%20Trends%20Report.pdf
2022-01-10	2021 Review: SaaS IPOs	Report	Alex Clayton	2021 was another record year for SaaS companies entering the public markets. The following post looks at all the metrics and KPIs of the 2021 cohort of IPOs. The list of 27 companies was picked based on business model, funding, revenue growth rates and valuation. It doesn't include companies that have filed but have not yet traded.	https://www.meritechcapital.com/blog/2021-review-select-saas-ipos
2019-12-09	Technology, Media, and Telecommunications Predictions 2020	Report		DELOITTE’S 2020 TMT Predictions report contains three overarching themes. First, individual technologies are no longer siloed, but are becoming ever more connected and interdependent—and their impact and value are increasing as a result. Second, most of the TMT industry’s money is coming from smartphones, computers, TVs, enterprise data centers and software, and IoT (we call these the “Big Five”). And third, many services and products that have been “just around the corner” for years are finally turning that corner in 2020.	https://www2.deloitte.com/content/dam/Deloitte/at/Documents/technology-media-telecommunications/at-tmt-predictions-2020.pdf
2020-10-09	Central bank digital currencies: foundational principles and core features	Report		Report no 1 in a series of collaborations from a group of central banks	https://www.bis.org/publ/othp33.pdf
2019-10-09	The Global Competitiveness Report 2019	Report		Globalization and the Fourth Industrial Revolution have created new opportunities but also disruption and polarization within and between economies and societies. In this context, the World Economic Forum introduced last year the new Global Competitiveness Index 4.0, a much-needed new economic compass, building on 40 years of experience of benchmarking the drivers of long-term competitiveness.	http://www3.weforum.org/docs/WEF_TheGlobalCompetitivenessReport2019.pdf
2021-09-09	Content-Oblivious Trust and Safety Techniques: Results from a Survey of Online Service Providers	Literature/Paper	Riana Pfefferkorn	Modern-day online services are plagued by various kinds of harmful content, from hate speech to terrorist propaganda to depictions of the sexual abuse of children, to name just a few. In pressuring online service providers to better police harmful content on their services, regulators tend to focus on trust and safety techniques, such as automated systems for scanning or filtering content on a service, that depend on the provider’s capability to access the contents of users’ files and communications at will.	https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3920031
2017-07-09	"Google searches are the most important dataset ever collected on the human psyche."	Quote	Seth Stephens-Davidowitz	"Google searches are the most important dataset ever collected on the human psyche."	https://www.theguardian.com/technology/2017/jul/09/everybody-lies-how-google-reveals-darkest-secrets-seth-stephens-davidowitz
2020-06-09	Electric Vehicle Outlook 2020	Report		The Electric Vehicle Outlook is BloombergNEF’s annual long-term forecast of how electrification, shared mobility and autonomous driving will impact road transport from now out to 2040. It covers light duty passenger vehicles, commercial vehicles, buses, and two/three-wheeled vehicles. The report draws on our team of specialists around the world and looks at how these trends will impact the automotive, energy, infrastructure, and battery materials markets over the next 20 years.	https://efiling.energy.ca.gov/getdocument.aspx
2020-06-09	Institutional Investor Digital Asset Study	Report		GROWING NUMBER OF INSTITUTIONAL INVESTORS BELIEVE THAT DIGITAL ASSETS SHOULD BE A PART OF THEIR INVESTMENT PORTFOLIOS, ACCORDING TO NEW RESEARCH FROM FIDELITY DIGITAL ASSETSS	https://www.fidelitydigitalassets.com/bin-public/060_www_fidelity_com/documents/FDAS/institutional-investor-study.pdf
2016-06-09	Tom Perkins, pioneer Silicon Valley venture capitalist, 1932-2016	Article		Outspoken figure who was part of new movement in finance	https://www.ft.com/content/36493ed0-2e9c-11e6-a18d-a96ab29e3c95
2019-05-09	Your direction is much more important than your position.	Quote		Your direction is much more important than your position.	https://twitter.com/Kpaxs/status/1126348260833210368
2021-04-09	How to Start a New Country	Article	Balaji Srinivasan	We want to be able to peacefully start a new country for the same reason we want a bare plot of earth, a blank sheet of paper, an empty text buffer, a fresh startup, or a clean slate. Because we want to build something new without historical constraint.	https://1729.com/how-to-start-a-new-country
2021-02-09	Making sense: The commercial media landscape	Report		Whilst previous analysis has often focused on individual elements of the media landscape such as video, or total media consumption, this study focuses solely on media in which advertising can be bought. This gives us a unique opportunity to look at the expected growth and decline trajectories of commercial media channels in 2020 through our pre-lockdown data and also how quickly established patterns and behaviours changed under lockdown. The media landscape has never been more crowded and complex than it is today, so this report looks to give clarity on where brands should focus their research, attention and effort to continue to thrive post COVID-19.	https://ipa.co.uk/media/10198/touchpoints2020_makingsense-3.pdf
2020-01-09	Year-End Music Report US 2019	Report		The music industry experienced significant overall growth in 2019 with U.S. audio and video on-demand streams, surpassing 1 trillion for the first time on November 25 and ending the year at 1.15 trillion total streams. This was led by highly consumed singles and albums by both new and established artists such as Post Malone, Taylor Swift, Billie Eilish and Lizzo. Total album equivalent audio consumption was up 14% over 2018, driven by a 26% increase in on-demand audio song streams compared to last year.	https://static.billboard.com/files/pdfs/NIELSEN_2019_YEARENDreportUS.pdf
2019-01-09	"No part of the GDP is immune to innovation."	Quote	Vinod Khosla	"No part of the GDP is immune to innovation."	https://www.ycombinator.com/library/6N-vinod-khosla-on-how-to-build-the-future
2018-01-09	"Everyone else is trash."	Quote	Yiliang Peng	"Everyone else is trash."	https://www.theplayerstribune.com/en-us/articles/doublelift-league-of-legends-everyone-else-is-trash
2020-12-08	Deloitte TMT Predictions 2021: Growth in Cloud, Intelligent Edge, Sports Tech, Digital Reality and Telemedicine Accelerates	Report		Deloitte today released its 2021 Technology, Media & Telecommunications (TMT) Predictions, which highlights how worldwide trends in TMT may affect businesses and consumers worldwide. In addition, the report highlights how many of these trends are being driven by the global pandemics economic and societal impacts, resulting in growth for cloud technologies, the intelligent edge, media segments such as sports and the shift to telemedicine.	https://www2.deloitte.com/us/en/insights/industry/technology/technology-media-and-telecom-predictions.html
2019-12-08	Crypto Theses for 2020	Report	Ryan Selkis	In our Crypto Theses For 2020 Report, we lay out 120 people, companies & themes that will define the next decade for Bitcoin, Ethereum and beyond	https://messari.io/pdf/crypto-theses-for-2020.pdf
2018-11-08	Automated Vehicles: A joint preliminary consultation paper	Report		The Centre for Connected and Automated Vehicles (CCAV) has asked the Law Commission of England and Wales and the Scottish Law Commission to examine options for regulating automated road vehicles. It is a three-year project, running from March 2018 to March 2021. This preliminary consultation paper focuses on the safety of passenger vehicles.	https://s3-eu-west-2.amazonaws.com/lawcom-prod-storage-11jsxou24uy7q/uploads/2018/11/6.5066_LC_AV-Consultation-Paper-5-November_061118_WEB-1.pdf
2006-11-08	Internet Trends 2006	Report	David Joseph,Mary Meeker	The World’s Information is Getting Organized + Monetized	https://www.bondcap.com/report/it06/#view/1
2020-10-08	PRIVATE CAPITAL THROUGH CRISIS: CALCULATING RISKS	Report		Trend toward venture and growth investing for private equity fund managers, as well as other private equity industry shifts, according to BDO's Private Capital Pulse Survey. The survey, Private Capital through Crisis: Calculating Risks, presents five key takeaways: 1. 75% of fund managers expect the economy to perform better in 2021 ... 2. ... Yet 55% are conducting business continuity risk assessments in preparation for a second wave of COVID-19 3. Asset prices have dropped 20% from pre?COVID levels 4. GPs are pivoting to venture-focused investments and growth equity 5. Private capital is most concerned about riskboth in terms of uncovering vulnerabilities in the portfolio as well as during due diligence of an acquisition	https://www.bdo.com/getattachment/b86cb701-00da-43b5-8388-b8cd193fa885/attachment.aspx?PE_Private-Capital-Pulse-Survey_Fall-2020_brochure_WEB.pdf
2022-09-08	"Never feeling satisfied is the momentum behind the craft."	Quote	adam granduciel		https://www.boulderweekly.com/entertainment/the-upswing-always-comes/
2015-08-08	"So, I asked him: What did you search? And he goes: Jewish and my zip code!"	Quote	Aziz Ansari	"So, I asked him: What did you search? And he goes: Jewish and my zip code!"	https://www.youtube.com/watch
2020-07-08	PREQIN QUARTERLY UPDATE: INFRASTRUCTURE Q2 2020	Report		Unlisted infrastructure funds registered one of their slowest fundraising quarters in Q2 2020. Preqin data shows that investors are gravitating toward established fund managers for safety amid the global economic downturn. Deal-making activity across all major regions and sub-sectors has also been significantly affected.	https://www.preqin.com/insights/research/quarterly-updates/preqin-quarterly-update-infrastructure-q2-2020
2020-07-08	PREQIN QUARTERLY UPDATE: REAL ESTATE Q2 2020	Report		Activity in the private real estate market declined significantly in the second quarter of 2020. The economic uncertainty caused by the COVID-19 pandemic and ongoing restrictions led to a drop in PERE deal volume from $78bn in Q1 2020 to just $30bn in Q2.	https://www.preqin.com/insights/research/quarterly-updates/preqin-quarterly-update-real-estate-q2-2020
2021-03-08	What Is Everybody Doing on Discord?	Article		Discord nearly tripled its revenue last year solely by selling subscription access to exclusive perks for users. By contrast, the companies behind other free online hangouts—including Facebook Inc., Twitter Inc. and Snap Inc. —primarily sell targeted ads built around sharing users’ personal information.	https://www.wsj.com/articles/a-social-network-without-ads-discord-defies-convention-11615199401
2021-03-08	IAB Outlook: 2021 Digital Ad Ecosystem	Report	IAB	Unveiled at the IAB Annual Leadership Meeting today, IAB Outlook: 2021 builds on this year’s theme “The Great Reset,” providing insights into pressing challenges marketers face. Among these include how the increased consumer time spent with digital media has illuminated a “trust gap” among consumers, brands, publishers, and platforms; growth opportunities ahead; and risks and opportunities in the consumer value chain.	https://www.iab.com/insights/iab-outlook-2021-ecosystem/
2018-03-08	Automation, skills use and training	Report		Detailed OECD report on potential impacts on employment of machine learning (that is, more automation). Suggests low single-digit percentages of observation could be affected, which is a lot less than the more apocalyptic forecasts - of course the impact depends on how fast and how geographically concentrated this is	https://www.oecd-ilibrary.org/docserver/2e2f4eea-en.pdf
2020-02-08	HANDS ON THE WHEEL the next electric vehicle charging technologies are coming our way	Report		There is no question that we are facing a worldwide explosion in the number of electric vehicles, but infrastructure is still problematic. Autonomous charging is a breakthrough technology that emerges in this context, aiming to provide a seamless way to charge and enabling for a more convenient driver experience. To win the race, it is crucial to understand the opportunity and challenges presented by it for actors along the entire value chain. By thinking ahead, new possibilities arise to capitalise on an industry that is set to grow and diversify in the coming years.	https://www.capgemini.com/wp-content/uploads/2020/02/Autonomous-Charging_PoV.pdf
2015-02-08	In any case, as my friend Tom Evslin liked to say “nothing great has ever been accomplished without irrational exuberance”. And the Carlota Perez corollary to that is “nothing important happens without crashes”.	Quote	Fred Wilson	In any case, as my friend Tom Evslin like to say “nothing great has ever been accomplished without irrational exuberance”. And the Carlota Perez corollary to that is “nothing important happens without crashes”.	https://avc.com/2015/02/the-carlota-perez-framework/
2021-12-07	Thread on Bitcoin's "segwit" (Segregated Witness)	Essay/Thoughts/Whitepaper/Opinion	Arman Parman	"I'm certain most people don't understand #Bitcoin's "segwit" (Segregated Witness), so a brief thread to explain in simple terms what I have learned... (maybe a full article one day)"	https://twitter.com/parman_the/status/1468455131922386945
2020-12-07	APIs All the Way Down	Essay/Thoughts/Whitepaper/Opinion	Packy McCormick	APIs let companies leverage years of other companies’ work in seconds.	https://notboring.substack.com/p/apis-all-the-way-down-audio
2017-12-07	"World’s largest company by sales (Walmart) is now the perceived underdog. "	Quote		"World’s largest company by sales (Walmart) is now the perceived underdog."	https://www.economist.com/business/2017/12/07/the-beast-of-bentonville-battles-amazon-the-king-of-the-e-commerce-jungle
2019-11-07	The Bitcoin Reformation	Report		This report makes the case that the 21st century emergence of bitcoin, encryption, the internet, and millennials are more than just trends; they herald a wave of change that exhibits similar dynamics as the 16-17th century revolution that took place in Europe. Some of the conclusions our report suggests: • Bitcoin tolerance versus intolerance to become a major political faultline • Bitcoin’s primary drivers will be in saving, lending and underwriting • Collaborative custody to become an industry standard • Offshore banking may transform into bitcoin banking • Bitcoin to mature quickly: bonds, annuities, loans, insurance • Initial exchange offerings (IEOs) expected to stay and grow larger • Bitcoin savers could accelerate a revolution in the history of though	https://docsend.com/view/ijd8qrs
2019-11-07	Global Mobile Trends 2020	Report		GSMA Intelligence has published its fourth annual Global Mobile Trends report, providing exclusive data and analysis on the key trends shaping the future of the mobile and digital ecosystems. The latest report, which comes under the headline, New decade, new industry?, presents five big trends and predicts the market dynamics set to unfold over the next 10 years as we enter a new decade.	https://data.gsmaintelligence.com/api-web/v2/research-file-download
2019-11-07	Payments in Sweden 2019	Report		The report Payments in Sweden describes and analyses developments on the retail payment market and the services offered by the Riksbank. It is published once a year, starting 2019. The report summarises developments over the past year and presents the Riksbank’s assessments and policy in the area. The aim is for the report to contribute to a knowledge-based debate and make it easier for external parties to monitor, understand and evaluate the Riksbank’s policy on the retail payment market.	https://www.riksbank.se/globalassets/media/rapporter/sa-betalar-svenskarna/2019/engelska/payments-in-sweden-2019.pdf
2020-10-07	PREQIN QUARTERLY UPDATE: PRIVATE EQUITY & VENTURE CAPITAL Q3 2020	Report		In what has been a challenging year for financial markets, the scale of the impact on private equity is becoming clearer with the release of Q3 data. The decline in actual fundraising has accelerated, but there are a record number of funds on the road albeit will a smaller total capital target than in the past couple of years. Despite the fundraising challenge, global buyout deal flow has rebounded significantly from Q2 levels. And in the venture capital space, deal activity has continued its strong recovery and exit valuations soared to a new quarterly record.	https://www.preqin.com/insights/research/quarterly-updates/preqin-quarterly-update-private-equity-and-venture-capital-q3-2020
2015-08-07	20 years on: Why Netscape's IPO was the "Big Bang" of the Internet era	Bio/Obituary/Profile/Interview	Brian Mccullough	This Sunday, August 9th, marks the 20th anniversary of perhaps the seminal moment in modern tech history. On August 9th, 1995, Netscape Communications Corporation went public. Regular listeners know, I began this project last year by collecting oral histories from a good chunk of the original Netscape engineering team (read a summary oral history here or listen to all the oral histories here). We all know that the Internet, and even the web, predated Netscape. But as the first Internet company that truly mattered, I chose to begin this project with Netscape because it was absolutely the harbinger of the modern technology revolution that has transformed all of our lives over the last 20 years.	http://www.internethistorypodcast.com/2015/08/20-years-on-why-netscapes-ipo-was-the-big-bang-of-the-internet-era/
2011-08-07	This Time is Different	Book	Carmen M. Reinhart,Kenneth S. Rogoff	Throughout history, rich and poor countries alike have been lending, borrowing, crashing—and recovering—their way through an extraordinary range of financial crises. Each time, the experts have chimed, “this time is different”—claiming that the old rules of valuation no longer apply and that the new situation bears little similarity to past disasters.	https://www.economist.com/media/pdf/this-time-is-different-reinhart-e.pdf
1862-08-07	The Companies Act, 1862	Filing			https://ia800200.us.archive.org/30/items/companiesactwit00pulbgoog/companiesactwit00pulbgoog.pdf
2020-05-07	Phenomena Report COVID-19 Spotlight	Report		The COVID-19 worldwide pandemic has drastically affected network usage around the world, with many operators experiencing 100% growth in traffic volume as usage shifts from enterprise and education networks to primarily consumer broadband networks.	https://www.sandvine.com/hubfs/Sandvine_Redesign_2019/Downloads/2020/Phenomena/COVID%20Internet%20Phenomena%20Report%2020200507.pdf
2020-03-07	Sovereign Investors 2020 A growing force	Report		Sovereign investors continue to increase in number, size, variety and scope. In this group we include Sovereign Wealth Funds (SWFs) and the very large Public Pension Funds (PPFs) who are active in the global market place and have many of the characteristics of SWFs. Sovereign Investors have increasingly captured attention and exerted influence in global financial markets.	https://www.pwc.com/ee/et/publications/pub/sovereign-investors-2020.pdf
2021-02-07	Atlassian Breakdown	Deck/Memo/Presentation			https://businessbreakdowns.substack.com/p/atlassian
2020-02-07	2020 BUSINESSES @ WORK	Report		Welcome to the sixth Businesses @ Work report, an in-depth look into how organizations and people work today — exploring workforces and customers, and the applications and services they use to be productive.	https://www.okta.com/businesses-at-work/2020/
2019-02-07	2019 BUSINESSES @ WORK	Report		Welcome to the fifth Businesses @ Work report, an in-depth look into how organizations and people work today — exploring workforces and customers, and the applications and services they use to be productive.	https://www.okta.com/businesses-at-work/2019
2021-01-07	Speed of execution is the moat inside which live all other moats	Essay/Thoughts/Whitepaper/Opinion	Hemant Mohapatra	Speed of execution is the moat inside which live all other moats. Speed is your best strategy. Speed is your strongest weapon. Speed has THE highest correlation to mammoth outcomes. Those who conflate speed w/ 'thoughtlessness' haven't seen world class execution @ speed.	https://twitter.com/MohapatraHemant/status/1346858624920875009
2020-11-06	Progress, stagnation, and flying cars	Article	J. Storrs Hall	Suppose you were to reach into the mirror universe, where everything is inverted, and pull out a book that is the exact opposite of Robert Gordon’s The Rise and Fall of American Growth. Instead of being written by a scholarly economic historian steeped in the study of the past, it would be written by an engineer who has spent his career on futuristic technology.	https://rootsofprogress.org/where-is-my-flying-car
2021-10-06	Categorizing for Clarity	Article	Dan Callanhan,Michael J. Mauboussin	Key takeaways: · The objective of financial statements is to help investors, creditors, and other interested parties understand the business. · The statement of cash flows is a relatively recent accounting statement, having been required in its current form only since 1988. · To be clear, negative free cash flow is not only fine but desirable when the return on investment is attractive. · Further, the basic structure of financial statements was developed to reflect a world of tangible assets and has not changed much in a century · Accountants record most intangible investments on the income statement. The essential adjustment is to move intangible investment from cash flow from operating activities, where it is hidden, to cash flow from investing activities. · Exhibit 7 summarizes all of the recommended adjustments and offers a brief rationale for each. · A final potential adjustment is to consider marketable securities as part of cash and cash equivalents. This affects cash flow from investing activities and means that the statement of cash flows is reconciling larger beginning and ending sums.	https://www.morganstanley.com/im/publication/insights/articles/article_categorizingforclarity.pdf
2020-10-06	Investment Thesis for Clover Health	Deck/Memo/Presentation	Chamath Palihapitiya		https://twitter.com/chamath/status/1313461164890677249
2019-08-06	Estimated TNC Share of VMT in Six US Metropolitan Regions	Report		TNCs account for an estimated range of 1.0 - 2.9 percent of total VMT for the six metropolitan regions, while all other vehicle activity accounts for approximately 97 to 99 percent of total VMT. When looking solely at the core counties, there is greater variation in the share of total VMT generated by TNCs. The rate is highest in San Francisco, in the estimated range of 12.2 – 13.4 percent (i.e., approximately 87 percent of VMT is due to all other vehicle activity), and lowest in Seattle, in the estimated range of 1.7 – 2.0 percent (i.e., approximately 98 percent of VMT is due to all other vehicle activity).	https://drive.google.com/file/d/1FIUskVkj9lsAnWJQ6kLhAhNoVLjfFdx3/view
2017-06-06	Civic Token Sale White Paper	Report		Today, at Civic, we’re releasing our much anticipated whitepaper, on our Token Sale page. We’ve done things a bit differently, but for very good reasons which I outline later in this post. We’ve decided to create a model for doing a token sale that is fair & innovative, and we hope others will follow in our footsteps.	https://tokensale.civic.com/CivicTokenSaleWhitePaper.pdf
2021-04-06	An analysis of Bitcoin's use in illicit finance	Report	Thomas Schoenberger,Josh Kirshner,Michael Morell	New technologies almost always come with both significant benefits for society as well as negative externalities. It is the role of government officials to make policy that allows the benefits to flourish while protecting us from the downsides. As I saw firsthand in my 33-year career at the Central Intelligence Agency, the process our government uses to get this balance right can often be frustratingly slow, but it has ultimately and typically met the challenge.	https://cryptoforinnovation.org/resources/Analysis_of_Bitcoin_in_Illicit_Finance.pdf
2021-03-06	Coinbase ($COIN) Breakdown	Report		What does it take to build a world with more economic freedom for every person and business regardless of their location. Today, we will breakdown, Coinbase ($COIN), a company building the infrastructure to propel a crypto revolution that is decentralizing the world of money and finance.	https://equitybreakdown.substack.com/p/coinbase-coin-breakdown-1a1zp1ep5qgefi2dmptftl5s
2020-03-06	SOVEREIGN WEALTH FUNDS 2019	Report		Sovereign Wealth Funds 2019: Continuity and Change	https://docs.ie.edu/cgc/research/sovereign-wealth/SOVEREIGN-WEALTH-RESEARCH-IE-CGC-REPORT_2019.pdf
2022-01-06	Delivering with Uber Eats	Article	Peter Ramsey	Most of you will be familiar with the experience of either riding in an Uber, or having food delivered by one—the convenience is enchanting. Watching a tiny car bounce around a map as the driver makes their way to you is a UX delight so powerful, that it's been copied across many verticals. But my experience of the driver-side app had been limited to me watching the driver's docked iPhone navigate us to our destination, during a ride. I didn't know what happened before or after.	https://builtformars.com/case-studies/delivering-with-uber-eats
2021-01-06	The Three Axes of Micromobility: Supply Chains, Distribution, and Maintenance	Article	PUNEETH MERUVA	Micromobility (micromobility or MM) as an industry has blossomed over the last ~4 years since the term was coined. In 2019, McKinsey estimated that micromobility would be a $300B-$500B industry by 2030, and new estimates adjusted for the effects of the pandemic suggest a further boost of 5%-10% in the number of passenger km traveled. In 2020, according to the NPD group, e-bike sales reached $490.8M in sales in the US alone, resulting in an 144% increase year over year.	https://www.trucks.vc/blog/the-three-axes-of-micromobility-supply-chains-distribution-and-maintenance
2020-01-06	2020 GLOBAL DIGITAL AD TRENDS	Report		This guide includes global advertising forecasts, growth trends for emerging and evolving formats, trends in header bidding, private marketplaces, and more!	https://pubmatic.com/wp-content/uploads/2020/01/2020-Global-Digital-Ad-Trends.pdf
2021-12-05	The Bitcoin Times	Report	Aleks Svetski,Alex McShane,Allen Farrington,Brandon Quittem,Craig Warmke,Makena Rhodes,Peter St Onge,Satoshi Nakamoto,Tomer Strolight	The Bitcoin Times Ed 4, realeased on NYE of 2021 is a message of hope for a future that we have the power to create and one we can be proud to hand down to our kin. It's full of a new set of incredible long form essays, including a partial fiction from Peter St Onge and a beautiful story by Tomer Strolight. It also includes two of the most minblowing works of big-brained Bitcoin art by Aleks Svetski (Fire, Bitcoin, Teleportation) & Brandon Quittem (The Pioneer Species). Allen Farrington and Craig Warmke deliver their own philosophical treatises on the separation of money state, and the question of Bitcoin or no Bitcoin. Finally, Alex McShane writes the foreword for what is once again an incredibly profound collection of timeless Bitcoin works. We hope you enjoy it, and continue to follow and support all the contributors.	https://sites.google.com/getamber.io/thebitcointimes/ED_4
2017-12-05	A Dozen Lessons for Entrepreneurs	Book	Tren Griffin	A Dozen Lessons for Entrepreneurs shows how the insights of leading venture capitalists can teach readers to create a unique approach to building a successful business. Through profiles and interviews of figures such as Bill Gurley of Benchmark Capital, Marc Andreesen and Ben Horowitz of Andreesen Horowitz, and Jenny Lee of GGV Capital, Tren Griffin draws out the fundamental lessons from their ideas and experiences. Entrepreneurs should learn from past successes but also be prepared to break new ground.	https://amzn.to/2tlpKwq
2017-12-05	Top Predictions for the App Economy in 2018	Report		Read our top predictions for apps in 2018 covering a broad range of topics from augmented reality, video streaming, retail, finance and more.	https://www.appannie.com/en/insights/market-data/predictions-app-economy-2018/
2019-11-05	Measuring digital development: Facts and Figures 2019	Report		Facts and figures 2019 offers a snapshot of the most important ICT indicators, including estimates for the current year. Latest figures show that while Internet use continues to spread, the digital gender gap is also growing. More effective action urgently needed to address a range of barriers cultural, financial and skills-related – that are impeding Internet uptake, especially among women.	https://www.itu.int/en/ITU-D/Statistics/Documents/facts/FactsFigures2019.pdf
2008-11-05	Internet Trends 2008	Report	Mary Meeker	• Economy 1. Recession – a long time coming, how long will it last? 2. Technology & Advertising Spending – closely tied to GDP growth • Technology / Internet 1. Digital Consumer – Undermonetized social networks / video / VoIP driving powerful usage growth 2. Mobile – Innovation in wireless products / services accelerating 3. Emerging Markets – Pacing next wave of technology adoption	https://www.bondcap.com/report/it08/#view/1
2019-09-05	World Payments Report 2019	Report		As global non-cash transactions boom and competition flourishes, many banks remain reluctant to embrace Open Banking via data sharing, ecosystem partnerships and open platforms, with multiple incumbents still being cautious of change. Instead, they perceive Open Banking as a potential challenge when it is a necessity for improved customer experience and retention in the long-run	https://worldpaymentsreport.com/wp-content/uploads/sites/5/2019/09/World-Payments-Report-WPR-2019.pdf
2017-07-05	Bitcoin, Ethereum, Blockchain, Tokens, ICOs: Why should anyone care?	Report	Preethi Kasireddy	If you want to understand why crypto is getting the spotlight, you have to understand the behind-the-scenes catalysts driving the market. Right now, that catalyst is the “token sale” or “Initial Coin Offering (ICO)” phenomena.	https://medium.com/hackernoon/bitcoin-ethereum-blockchain-tokens-icos-why-should-anyone-care-890b868cec06
1993-07-05	"On the Internet, nobody knows you're a dog."	Graphic	Peter Steiner	"On the Internet, nobody knows you're a dog."
2020-06-05	80% OF U.S. TV HOUSEHOLDS HAVE AT LEAST ONE CONNECTED TV DEVICE	Report		– New consumer research from Leichtman Research Group, Inc. (LRG) finds that 80% of U.S. TV households have at least one Internet-connected TV device, including connected Smart TVs, stand-alone streaming devices (like Roku, Amazon Fire TV stick or set-top box, Chromecast, or Apple TV), connected video game systems, and/or connected Blu-ray players	https://www.leichtmanresearch.com/wp-content/uploads/2020/06/LRG-Press-Release-06-05-2020.pdf
2018-06-05	The Economic Limits of Bitcoin and the Blockchain	Report		In particular, the model suggests that Bitcoin would be majority attacked if it became sufficiently economically important — e.g., if it became a “store of value” akin to gold — which suggests that there are intrinsic economic limits to how economically important it can become in the first place.	https://faculty.chicagobooth.edu/eric.budish/research/Economic-Limits-Bitcoin-Blockchain.pdf
2015-05-05	NEM Technical Reference	Report		NEM, in its most basic form, is a crypto currency that is built on block chain technology. The NEM block chain is an improvement on existing block chain technologies. It integrates concepts from other cryptocurrencies (e.g. Bitcoin) and academic research in network theory	https://nemplatform.com/wp-content/uploads/2020/05/NEM_techRef.pdf
2020-04-05	The State of Open Source Security Vulnerabilities	Report		In this report we’ll be looking at the number of open source vulnerabilities published this year, and then take a closer look at open source security vulnerabilities in popular programming languages, most common CWEs over the years, open source vulnerabilities’ scoring and severity, and vulnerabilities in the most popular open source projects that we all use and love.	http://file:///C:/Users/Ram/Dropbox/Pirque%20Research/Stats/Research%20and%20News/Reports/2020%20Q2/the-state-of-open-source-vulnerabilties-2020.pdf
2020-04-05	PE Pulse Quarterly insights and intelligence on PE trends	Report		The PE Pulse has been designed to help you remain current on capital market trends. It captures key insights from subject-matter professionals across EY member firms and distills this intelligence into a succinct and user-friendly publication.	https://assets.ey.com/content/dam/ey-sites/ey-com/en_gl/topics/private-equity/private-equity-pdfs/ey-pe-pulse-q-1-2020.pdf
2017-04-05	What We Said When the World Changed	Report	Morgan Housel	How we reacted to the car, the airplane, and the idea of the world changing forever	https://www.collaborativefund.com/uploads/Collaborative%20Fund%20--%20What%20We%20Said%20When%20the%20World%20Changed.pdf
2021-03-05	Infectious diseases and social distancing in nature	Literature/Paper	Daniel I. Bolnick,Lauren Ancel Meyers,Dana M. Hawley,Eric C. Shattuck,Nathalie Stroeymeyt,Sebastian Stockmaier	Spread of contagious pathogens critically depends on the number and types of contacts between infectious and susceptible hosts. Changes in social behavior by susceptible, exposed, or sick individuals thus have far-reaching downstream consequences for infectious disease spread. Although “social distancing” is now an all too familiar strategy for managing COVID-19, nonhuman animals also exhibit pathogen-induced changes in social interactions	https://www.science.org/doi/10.1126/science.abc8881
2021-03-05	Inside Jeff Bezos’s failed attempt to make Amazon “cool” like Apple and Nike	Article		We talked to more than a dozen designers, many of whom worked with Bezos on Amazon’s most important products, as he steps down as CEO.	https://www.fastcompany.com/90611088/the-complicated-design-legacy-of-jeff-bezos
2020-03-05	The Mobile Economy 2020	Report		The GSMA Mobile Economy series provides the latest insights on the state of the mobile industry worldwide. Produced by our renowned in-house research team, GSMA Intelligence, these reports contain a range of technology, socio-economic and financial datasets, including forecasts out to 2025. The global version of the report is published annually at MWC Barcelona, while regional editions are published throughout the year.	https://www.gsma.com/mobileeconomy/wp-content/uploads/2020/03/GSMA_MobileEconomy2020_Global.pdf
2019-02-05	State of the Cloud Report 2019	Report		What goes into building an enduring cloud business? Bessemer investors Byron Deeter, Kristina Sheen, and Anna Khan reveal the G.R.I.T. framework and ways for cloud founders to develop new levels of operational rigor. In this presentation, Bessemer unveils insights into the cloud industry, Good, Better, Best frameworks for SaaS startups, and the 2019 technology trends and predictions Bessemer is most excited about.	https://www.slideshare.net/BessemerVP/bessemer-venture-partners-2019-state-of-the-cloud-130798518
2021-01-05	China’s 14th Five-Year Plan: A First Look	Report		The Communist Party of China (CPC)’s 19th Central Committee—a body of China’s 376 top Party officials— held its 5th Plenum in late October 2020 to deliberate on China’s 14th Five-Year Plan (FYP) for 2021-2025 and economic goals outto 2035. China’s annual Central Economic Work Conference reviewedthe plansin December ahead of the scheduled ratification of final versions at the annual session of China’s legislature in March 2021.	https://crsreports.congress.gov/product/pdf/IF/IF11684
2020-12-04	Frank Carney, Co-Founder of Pizza Hut, Dies at 82	Bio/Obituary/Profile/Interview		In 1958 With $600 borrowed from their mother, grew company to 3,400 domestic and international outlets and sold the company to PepsiCo for $300 million in 1977.	https://www.nytimes.com/2020/12/04/business/frank-carney-dead.html
2020-12-04	State of European Tech	Report		Our annual State of European Tech report, published in partnership with Slush and Orrick with support from Silicon Valley Bank is LIVE.	https://2020.stateofeuropeantech.com/chapter/state-european-tech-2020/
2021-11-04	An under-appreciated edge Tiger has over venture firms	Essay/Thoughts/Whitepaper/Opinion	Sar Haribhakti	Their junior staff is not Stanford MBA types with 1-2 years of startup experience. They don't seek operator status. They don't give a shit about personal brands or twitter. They are just brining the late night Wall Street DNA to venture capital.	https://twitter.com/sarthakgh/status/1456247510025097223
2021-11-04	Airbnb insights	Article	Q-Cap -	$ABNB Ok so now that I've had to chance to read over the transcript (after listening to the c/c), I would love to share a few insights that may have been missed or overlooked if you look only at headline numbers. This is where reading transcripts really pays off.	https://twitter.com/qcapital2020/status/1456424427726462980
2021-11-04	Age of Invention: The Statute of Monopolies, Part II	Article	Anton Howes	In the first part, I gave some background to understanding the Statute of Monopolies of 1624, widely and mistakenly lauded as the start of the patent system. (If you missed it, you can read it here). As I noted, patents for invention were in fact far older, and were not even the creations of parliaments. They were creatures of the Crown. Yet patent monopolies had become increasingly unpopular, especially when Elizabeth I granted them to well-connected courtiers to regulate pre-existing industries and professions, and not just for inventions. The grounds for some patents being in the public interest were flimsy. To add insult to injury, the queen ignored petitions to rescind patents, and even prevented cases about them being heard in the common-law courts. She left the aggrieved with little option but to appeal to Parliament.	https://antonhowes.substack.com/p/age-of-invention-the-statute-of-monopolies-5ed
2020-10-04	7 key levers that will drive growth at $ADSK for the next decade	Deck/Memo/Presentation			https://twitter.com/SouthernValue95/status/1312873171167703042
2021-08-04	2021 State of the mobile baseband	Article	Digits to Dollars	Smartphone vendors are struggling to differentiate their products. Apple does this with its hardware/software combination, but none of the other vendors control the Operating System they use. Instead, they are dependent on Google who is seemingly ambivalent about Android. This leaves the AP as one of the few ways these other vendors can differentiate. This point has been hammered home lately as Apple seems to have picked up much (maybe most) of the share opened up by Huawei’s exit. At the same time, pricing for Android phones has come under pressure, see above about the rapid proliferation of 5G phones.	https://digitstodollars.com/2021/08/04/2021-state-of-the-mobile-baseband/
2020-08-04	Public to Private Equity in the United States: A Long-Term Look	Literature/Paper	Dan Callanhan,Michael J. Mauboussin	· The equity capitalization of the U.S stock market is roughly 27 times the size of AUM for buyout funds and more than 80 times the size of venture capital funds. · There are about 3,600 public companies in the U.S. today, about one-half as many as there were in 1996 and three-quarters as many as there were in 1976. · Further, companies have raised more money in private markets than in public markets in each year since 2009. For example, companies raised $3.0 trillion in private markets and $1.5 trillion in public markets in 2017.3 These changes in how investors invest and how companies raise capital have important implications for holding periods, the perceived volatility of the returns, and liquidity. · The right panel of exhibit 11 shows that university endowments, which collectively control assets of more than $600 billion, have undergone an even bigger shift. · The pattern in asset allocation that we have seen is consistent with the search for returns. The left panel of exhibit 11 shows that a large sample of state and local government pension funds in the U.S., with total assets estimated to be $4.5 trillion, · Return dispersion, the difference between the best and worst funds, is very wide in private equity relative to other asset classes. Venture capital dispersion is higher than that of buyouts, but both are high. That means the ability to identify and gain access to skillful general partners is crucial. Research shows that skill in fund selection is a significant determinant of returns and that access to the best managers was key to the success of endowments such as Stanford and MIT. The leaders have done better than the followers.35 · First, the capital is locked up for a period of time, which limits the ability to buy high and sell low. Second, the smoothed returns provide a perception of stability that may offset the tendency to overreact to short-term losses. · Increasing returns are pronounced in intangible-based businesses, and there has been a growing gap between the intangible spending of the large firms relative to small ones. · The propensity to list is roughly one-half of what it was in the mid-1990s · For example, the average market capitalization of a public company in 1976, measured in 2019 dollars, was $686 million. By 1996, that average grew to just under $1.8 billion. Today, the average market capitalization is nearly $10.4 billion · There is debate about whether the size effect, a factor that reflects the fact that small-capitalization stocks deliver higher returns than the capital asset pricing model indicates, has remained intact as the number of stocks has dropped. · Only about 10 percent of funds charge less than 20 percent for the profit share, or carried interest, component of fees. · In addition, a number of marketplaces, including SharesPost, Forge, EquityZen, NASDAQ Private Market, ClearList, and Carta, provide liquidity for sellers and buyers. About one-half of private companies surveyed allow their employees to sell shares. · The sunlight of an IPO can be the best of disinfectants from overvaluation and can improve productivity · We saw that the expected returns were lower for large buyout funds that followed smaller funds. The same is true for venture capital, but the effect is even more pronounced.15 · As exhibit 44 suggests, every 1 percent shift in asset allocation from public to private equities represents about $390 billion in assets. For context, the commitment to U.S. buyouts and venture capital were approximately $315 billion in 2019. · In reality, flows often mirror past returns. Investors do in the present what they should have done years before. · As with most corners of the investment world, there will be pressure on fees for many buyout and venture capital firms.173 Similar to active managers of public equities, firms that demonstrate skill will be able to charge above-average fees. But investors will likely challenge the lower tier of the industry to lower fees.	https://www.morganstanley.com/im/publication/insights/articles/articles_publictoprivateequityintheusalongtermlook_us.pdf
2016-08-04	Calling Dunbar's Numbers	Literature/Paper		The social brain hypothesis predicts that humans have an average of about 150 relationships at any given time. Within this 150, there are layers of friends of an ego, where the number of friends in a layer increases as the emotional closeness decreases. Here we analyse a mobile phone dataset, firstly, to ascertain whether layers of friends can be identified based on call frequency. We then apply different clustering algorithms to break the call frequency of egos into clusters and compare the number of alters in each cluster with the layer size predicted by the social brain hypothesis. In this dataset we find strong evidence for the existence of a layered structure. The clustering yields results that match well with previous studies for the innermost and outermost layers, but for layers in between we observe large variability.	https://arxiv.org/pdf/1604.02400.pdf
2021-06-04	Tiger Cubs: How Julian Robertson built a hedge fund dynasty	Article	Harriet Agnew,Laurence Fletcher	When the implosion of Archegos Capital blew a hole worth more than $10bn out of a clutch of banks, one line in the biography of founder Bill Hwang stood out: Tiger Management.	https://www.ft.com/content/e1d1c558-9a87-4843-9cd8-29ab203b7911
2020-05-04	Global Music Report: The Industry in 2019	Report		The Global Music Report we issued today covers results for 2019 and reflects the successful work and investment of music creators – from record companies to artists and beyond. Importantly, the strong foundation we built over the past several years helped deliver growth in 2019.	https://www.ifpi.org/ifpi-issues-annual-global-music-report/
2020-05-04	“All dating codes are being reinvented right now,”	Quote	Chementine Lalande	“All dating codes are being reinvented right now,”	https://sifted.eu/articles/dating-apps-coronavirus/
2017-05-04	Gnosis Whitepaper	Report		Looking forward, we expect that the Gnosis prediction market platform will form the basis for machine information economies on a global scale by realizing effective information aggregation and empowering everyone to participate. In order for a prediction market platform to become truly disruptive, it must be universal and draw from a global liquidity pool. The platform must be decentralized, permissionless, and trustless for such a liquidity pool to exist. With these requirements in mind, the Gnosis team decided to build the platform on Ethereum.	https://gnosis.io/pdf/gnosis-whitepaper.pdf
2016-05-04	Investment Memo on Amazon	Deck/Memo/Presentation		This is our $AMZN deck from @SohnConf in 2016. Our idea was that $AMZN would 10x in 10y, become a $3T company by 2025, generating a 24% CAGR.	https://www.sohnconference.org/wp-content/uploads/2016/05/palihapitiya_sohn.pdf
2019-04-04	Global Consumer Insights Survey China	Report		This year, our newly released Global Consumer Insights Survey (GCIS) has shed lights on the emerging significance of customer experience. Taking the global insights with a local spin, our China report expanded the new retail narrative with a focus on customer experience in today’s technology-empowered world.	https://www.pwccn.com/en/retail-and-consumer/global-consumer-insights-survey-2019-china-report.pdf
2014-03-04	The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers	Book	Ben Horowitz	Ben Horowitz, cofounder of Andreessen Horowitz and one of Silicon Valley's most respected and experienced entrepreneurs, offers essential advice on building and running a startup—practical wisdom for managing the toughest problems business school doesn’t cover, based on his popular ben’s blog.	https://amzn.to/2MbRH0D
2020-02-04	Children and parents: Media use and attitudes report 2019	Report		This report examines children’s media literacy. It provides detailed evidence on media use, attitudes and understanding among children and young people aged 5-15, as well as about the media access and use of young children aged 3-4.	https://www.ofcom.org.uk/__data/assets/pdf_file/0023/190616/children-media-use-attitudes-2019-report.pdf
2020-02-04	Illuminating the Shadow Workforce: Insights Into the Gig Workforce in Businesses	Report		he research report titled, Illuminating the Shadow Workforce: Insights into the Gig Workforce in Businesses, reveals tenured workers and retirees are capitalizing on the tight U.S. labor market and the need for skilled workers, by turning to gig work. The report also found 1 in 6 enterprise workers are actually gig workers paid as either 1099-MISC (1099-M) workers or short-term W-2 employees working one to six months. The report takes a close look at their compensation, varied skill sets, and motivations.	https://www.adp.com/-/media/adp/resourcehub/pdf/adpri/illuminating-the-shadow-workforce-by-adp-research-institute.pdf
2021-12-03	Crypto Theses for 2022	Report	Ryan Selkis	Crypto analytics firm Messari has released its Crypto Theses for 2022, a 150+ page report on key trends, people, companies, and projects to watch across the crypto landscape, with predictions for next year. Messari CEO Ryan Selkis shares insights into the past year in crypto amid mounting regulatory pressure in the space. Could bitcoin hit $100K by the end of the year?	https://messari.io/pdf/messari-report-crypto-theses-for-2022.pdf
2019-12-03	UNCTAD B2C E-COMMERCE INDEX 2019	Report		The 2019 edition of the UNCTAD Business-to-Consumer (B2C) E-commerce Index finds that the Netherlands boasts the highest readiness to engage in and benefit from e-commerce. European economies dominate the top-10 list, which also features Singapore and Australia.	https://unctad.org/en/PublicationsLibrary/tn_unctad_ict4d14_en.pdf
2017-12-03	Power Laws in Venture Portfolio Construction	Essay/Thoughts/Whitepaper/Opinion	Jerry Neumann	A step by step model to show the effect of the power law in venture portfolio construction.	http://reactionwheel.net/2017/12/power-laws-in-venture-portfolio-construction.html
2020-11-03	Why China? A Macro Perspective	Article		In this issue of Sinology, we provide a macro perspective for thinking about whether an investor’s portfolio has enough exposure to China. We bust a few misconceptions—for example, private (not state-owned) companies are the engine of China’s economy—and explain how the country has become the world’s best consumer story. We assess the sustainability of China’s growth trajectory, and examine the key risks, from real estate to shadow banking and demographics.	https://global.matthewsasia.com/insights/sinology/2021/why-china-a-macro-perspective/
2020-10-03	The economics of vending machines	Article	Zachary Crockett	Three months ago, Jalea Pippens — a phlebotomist at St. John Hospital in Detroit — had her hours cut. In the midst of the pandemic, the 23-year-old found herself in dire need of a second income stream. One night, while scrolling through search results for “ways to make extra money,” she came across vending machines. She partnered up with her boyfriend and another business partner, bought a vending machine on Facebook Marketplace for $1.6k, and plunked it down at a local auto parts store, where it now grosses $400 per month.	https://thehustle-co.cdn.ampproject.org/c/s/thehustle.co/the-economics-of-vending-machines/amp/
2019-10-03	SEA Internet Economy Report 2019	Report		Mobile Internet transforming Southeast Asia. Just over a decade ago, four in five Southeast Asians had no Internet connectivity and limited access to the Internet. Today, Southeast Asians are the most engaged mobile Internet users in the world. There are 360 million Internet users in the region and 90% of them connect to the Internet primarily through their mobile phones.	https://www.blog.google/documents/47/SEA_Internet_Economy_Report_2019.pdf
2019-10-03	e-Conomy SEA	Report		e-Conomy SEA is a multiyear research program launched to shed light on the Internet economy in Southeast Asia. This latest report, by Google, Temasek and Bain & Company, highlights the most significant industry trends and analyses the current and future potential of the Southeast Asian Internet economy across its six largest markets—Indonesia, Malaysia, the Philippines, Singapore, Thailand and Vietnam. Findings show that the region’s Internet economy has, for the first time, crossed the $100 billion mark. By 2025, Southeast Asia’s Internet economy will have tripled to $300 billion.	http://think.storage.googleapis.com/docs/e-Conomy_SEA_2019_report.pdf
2021-07-03	Culture Wars are Long Wars	Article	The Scholar's stage	American conservatives never waged a culture war. Conservatives certainly fought, there is no denying that. They fought with every bit of obstruction and scandal their operatives could muster. But this was not a culture war. Rather, America’s conservatives fought a political war over culture. Republicans used cultural issues to gain—or to try to gain—political power.	https://scholars-stage.org/culture-wars-are-long-wars/
2019-07-03	PREQIN QUARTERLY UPDATE: PRIVATE EQUITY & VENTURE CAPITAL Q2 2019	Report		But investor appetite remains strong, and fund managers are upbeat about the prospects for the asset class in the coming quarters. In this Q2 2019 edition of the Preqin Quarterly Update: Private Equity & Venture Capital, we present the latest data on fundraising, funds in market, buyout and venture capital deals, investors and performance in the industry. In addition, industry placement agent Capstone Partners takes us through the trials and tribulations of the fundraising process.	https://www.preqin.com:443/insights/research/quarterly-updates/preqin-quarterly-update-private-equity-venture-capital-q2-2019

2021-12-31

Small Launchers in a Pandemic World - 2021 Edition of the Annual Industry Survey

Database/List/Ranking

Carlos Niederstrasser

Even with the challenges posed by the world-wide COVID pandemic, small vehicle "Launch Fever" has not abated. In 2015 we first presented this survey at the AIAA/USU Conference on Small Satellites1, and we identified twenty small launch vehicles under development. By mid-2021 ten vehicles in this class were operational, 48 were identified under development, and a staggering 43 more were potential new entrants. Some are spurred by renewed government investment in space, such as what we see in the U.K. Others are new commercial entries from unexpected markets such as China. All are inspired by the success of SpaceX and the desire to capitalize on the perceived demand caused by the mega constellations.

https://digitalcommons.usu.edu/cgi/viewcontent.cgi?article=5036&context=smallsat

2021-12-31

2021 Global Retirement Index

Report

Dave Goodsell

In 2021, the world is full of uncertainties for retirees and those saving for retirement. Security is a critical issue — from the immediate challenges of more waves of the pandemic, to longer-term questions about the environment, geopolitics, and inflation. Retirement is clearly among the top issues for investors. In fact, 40% of investors say “it will take a miracle” to retire securely.1 The 2021 Natixis Global Retirement Index looks at the state of retirement security around the world — and takes a deep dive into four critical concerns for retirement savers, including inflation, interest rates, public debt, and a world of worries.

https://www.im.natixis.com/us/resources/2021-global-retirement-index-full-report

2019-12-31

2019 Global Retirement Index

Report

Natixis

From uncertain economics to aging demographics to climate change, global retirement security faces a wide range of modern risks. These issues have sweeping implications for a sustainable society. But, while they need to evaluate from both global and national perspectives, the ultimate risks to retirement security actually lie closer to home. Our 2019 Global Retirement Index reveals three key threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.

https://www.im.natixis.com/us/resources/global-retirement-index-2019-report

2019-12-31

Maintaining the AI Chip Competitive Advantage of the United States and its Allies

Report

The United States and its allies enjoy a competitive advantage in the production of artificial intelligence chips necessary for leading AI research and implementation. This memo identifies chokepoints for limiting China’s access to key chipmaking equipment.

https://cset.georgetown.edu/wp-content/uploads/CSET-Maintaining-the-AI-Chip-Competitive-Advantage-of-the-United-States-and-its-Allies-20191206.pdf

2019-12-31

Q4 2019 Store Intelligence Data Digest

Report

The Q4 2019 Store Intelligence Data Digest offers analysis on the latest mobile trends

https://go.sensortower.com/rs/351-RWH-315/images/Sensor-Tower-Q4-2019-Data-Digest.pdf

2018-12-31

2018 Global Retirement Index

Report

Natixis

With the 10th anniversary of the financial crisis, major trends are shaping – and reshaping – the global retirement landscape. From fluctuating monetary policy, rising rates, and crumbling pensions to deepening government debt, changing demographics, and environmental threats, these trends raise a critical question: How can we protect retirement security around the world?

https://www.im.natixis.com/us/resources/2018-global-retirement-index-report

2017-12-31

Information

Report

https://www.pirque.vc/information/

2014-12-31

The State of Social Safety Nets 2014

Report

This publication begins a series that will monitor and report on social safety nets in developing countries. This first report in the series provides key social safety nets statistics and explains trends using information from 146 countries, including detailed household survey data from 69 countries in the World Bank’s Atlas of Social Protection: Indicators of Resilience and Equity (ASPIRE) database.

https://openknowledge.worldbank.org/bitstream/handle/10986/18376/879840WP0FINAL00Box385208B00PUBLIC0.pdf

1983-12-31

West Coast Venture Capital

Graphic

AMC

Chart mapping 25 years of the people and companies that set the modern venture capital industry.

https://computerhistory.org/wp-content/uploads/2020/01/110C9228-Edit.jpg

2021-10-31

Pegasus Product Description

Report

NSO Group

Pegasus is a world-leading cyber intelligence solution that enables law enforcement and intelligence agencies to remotely and covertly extract valuable intelligence from virtually any mobile device. This breakthrough solution was developed by veterans of elite intelligence agencies to provide governments with a way to address the new communications interception challenges in today's highly dynamic cyber battlefield. By capturing new types of information from mobile devices, Pegasus bridges a substantial technology gap to deliver the most accurate and complete intelligence for your security operations.

https://s3.documentcloud.org/documents/4599753/NSO-Pegasus.pdf

2008-10-31

Bitcoin: A Peer-to-Peer Cash System

Report

A purely peer-to-peer version of electronic cash would allow online payments to be sent directly from one party to another without going through a financial institution

https://bitcoin.org/bitcoin.pdf

2021-08-31

Mainframes, ML and digital transformation

Article

Benedict Evans

'Digital transformation’ sounds like a parody of meaningless tech marketing, but actually captures some pretty interesting and important shifts in big company tech. It’s not as exciting as crypto or AR, and it takes a decade or two, but it’s just as big as smartphones.

https://www.ben-evans.com/benedictevans/2021/8/31/mainframes-machine-learning-and-digital-transformation

2021-08-31

Pegasus Spyware: How It Works and What It Collects

Article

Kim Zetter

An NSO document leaked to the internet reveals how the Pegasus spyware - sold to intelligence and law enforcement agencies around the world - can be used to spy on targeted mobile phones.

https://zetter.substack.com/p/pegasus-spyware-how-it-works-and

2021-07-31

Investor's Guide to The Care Economy: Four Dynamic Areas of Growth

Report

Pivotal Ventures,The Holding

This report investigates areas of care that show the most promise for investors, entrepreneurs, and corporations. For the first half of 2021, The Holding Co., in partnership Ventures, launched this initiative as the COVID-19 pandemic revealed just how inadequate our current care economy really is.

https://www.investin.care/about#download

2021-07-31

China Internet Report 2021

Report

SCMP

Following a period of rapid growth and innovation, the China internet sector has entered a new phase of development with both push and pull factors driving internet companies to evolve.

https://multimedia.scmp.com/infographics/china-internet-2021/#download

2020-07-31

China Internet Report 2020

Report

SCMP

01. China at a Glance 02. Top Trends for 2020 03.Top Funded Start-Ups

https://as-pacific.com/assets/presentations/China-Internet-Report-2020.pdf

2019-07-31

Capitalists in the Twenty-First Century

Literature/Paper

Eric Zwick,Owen Zidar,Danny Yagan,Matthew Smith

· Our findings draw attention to a class of entrepreneurs hidden from public view who prevail among top earners and whose human capital income is key for understanding top incomes. An important role for human capital is consistent with the view that the demand for top human capital has outpaced its supply, with the returns to top human capital increasingly taking the form of business income. · In our data, the owners appear to be managers and key workers, which contrasts with the separation of ownership and control in public company governance. · In both number and aggregate income, these groups far surpass that of top public company executives, who have been the focus of much inequality commentary. Typical firms owned by the top 1–0.1% are single-establishment firms in professional services (e.g., consultants, lawyers, specialty tradespeople) or health services (e.g., physicians, dentists). A typical firm owned by the top 0.1% is a regional business with $20M in sales and 100 employees, such as an auto dealer, beverage distributor, or a large law firm.

https://academic.oup.com/qje/article-abstract/134/4/1675/5542244

2021-05-31

2021 Corporate Longevity Forecast

Report

Brian Hindo,Ned Calder,Patrick Viguerie

Creative destruction continues apace – and at a high level. After a plunge in activity due to the COVID pandemic, major rebounds in private equity, M&A, and IPOs are leading indicators of a continued future rise in the value of the S&P 500. Our tracking of corporate longevity of S&P 500 firms shows a steady churn rate of companies dropping off the index as new entrants join the list and corporate lifespans continue their downward trajectory.

https://www.innosight.com/wp-content/uploads/2021/05/Innosight_2021-Corporate-Longevity-Forecast.pdf

2018-05-31

"Learn to sell, learn to build. If you can do both, you will be unstoppable"

Quote

"Learn to sell, learn to build. If you can do both, you will be unstoppable"

https://twitter.com/naval/status/1002104154737684480

2017-05-31

Internet Trends 2017

Report

Mary Meeker

1) Global Internet Trends = Solid Slowing Smartphone Growth 4-9 2) Online Advertising (+ Commerce) = Increasingly Measurable + Actionable 10-79 3) Interactive Games = Motherlode of Tech Product Innovation + Modern Learning 80-150 4) Media = Distribution Disruption @ Torrid Pace 151-177 5) The Cloud = Accelerating Change Across Enterprises 178-192 6) China Internet = Golden Age of Entertainment + Transportation 193-231 (Provided by Hillhouse Capital) 7) India Internet = Competition Continues to Intensify Consumers Winning 232-287 8) Healthcare @ Digital Inflection Point 288-319 9) Global Public / Private Internet Companies 320-333 10) Some Macro Thoughts 334-351 11) Closing Thoughts

https://www.bondcap.com/report/it17/#view/1

2020-03-31

Asia Pacific eCommerce and Payments Guide 2020

Report

Asia-Pacific is the world's leading region in terms of the digital payments market size. Digital wallets such as Alipay, PayPay, LINE Pay, GoPay and others contributed significantly to this success, as they accounted for more than 50% of the region's E-Commerce sales and above a third of the transaction value at the point of sale in 2019. For China, these shares were even higher, thanks to more than nine in ten connected consumers using Alipay and WeChat Pay, according to statistics cited in the report.

https://cdn2.hubspot.net/hubfs/5246303/Asia%20Pacific%20eCommerce%20and%20Payments%20Guide%202020.pdf

2021-01-31

EV Industry Breakdown

Report

The EV industry, which currently accounts for only 1% of global car stock as of 2019, will create a domino effect across many companies in the value chain. As Time Investors, we will breakdown the framework of the EV industry. This will help us identify companies with strategic assets that will deliver decades of wins and support our climate initiatives.

https://drive.google.com/file/d/1HWWLgMA7gLK2RbvCTBr7UGspgVAU90lI/view

2021-12-30

Marketplaces Year in Review 2021

Report

Juozas Kaziukenas

2021 was the year of broken supply chains, Amazon aggregators, more advertising, Shopify’s almost-marketplace, and one unanswered question - did the pandemic boost e-commerce after all? For now, the world of marketplaces revolves around Amazon - it has doubled in size in two years. No one will challenge it directly, but a different paradigm might.

https://www.marketplacepulse.com/marketplaces-year-in-review-2021

2020-12-30

MLOps Tooling Landscape v2 (+84 new tools) - Dec '20

Article

While looking for these MLOps tools, I discovered some interesting points about the MLOps landscape: Increasing focus on deployment The Bay Area is still the epicenter of machine learning, but not the only hub MLOps infrastructures in the US and China are diverging More interests in machine learning production from academia

https://huyenchip.com/2020/12/30/mlops-v2.html

2021-11-30

Decentralized Finance (DeFi)

Report

Matt Maximo,David Grider

Decentralized Finance (DeFi) is an emerging crypto innovation that goes beyond banking and beyond borders to create a new internet-native global financial ecosystem. DeFi has started to reshape global finance and e-commerce, yet the asset category remains mysterious to many investors. Our first Grayscale DeFi Primer offered an overview of DeFi, discussed use cases, and examined the native tokens of several well-known protocols. In this DeFi report, we will take a deeper dive into the financial system powering the Web 3.0 crypto cloud economy.

https://grayscale.com/wp-content/uploads/2021/11/Grayscale_DeFi_Report_Nov2021.pdf

2021-11-30

Museum Genomics

Literature/Paper

Scott V. Edwards,Craig Moritz,Gonzalo Giribet,Beth Shapiro,Daren C. Card

Natural history collections are invaluable repositories of biological information that provide an unrivaled record of Earth's biodiversity. Museum genomics—genomics research using traditional museum and cryogenic collections and the infrastructure supporting these investigations—has particularly enhanced research in ecology and evolutionary biology, the study of extinct organisms, and the impact of anthropogenic activity on biodiversity. However, leveraging genomics in biological collections has exposed challenges, such as digitizing, integrating, and sharing collections data; updating practices to ensure broadly optimal data extraction from existing and new collections; and modernizing collections practices, infrastructure, and policies to ensure fair, sustainable, and genomically manifold uses of museum collections by increasingly diverse stakeholders. Museum genomics collections are poised to address these challenges and, with increasingly sensitive genomics approaches, will catalyze a future era of reproducibility, innovation, and insight made possible through integrating museum and genome sciences.

https://www.annualreviews.org/doi/10.1146/annurev-genet-071719-020506

2020-11-30

Bitcoin is Hope

Essay/Thoughts/Whitepaper/Opinion

Robert Breedlove

Antithetical to the entrepreneurial ethic is the central bank, which “chases two rabbits” of growth and stability, with deleterious results in the long-run. Growth is purely a market process, and it cannot be induced by decree (just try yelling at your garden to “grow faster”). By attempting to override Darwinian reality, central banking stifles entrepreneurial adaptivity — the most important aspect of survival for any species.

https://www.swanbitcoin.com/bitcoin-is-hope/

2020-11-30

The Race To Crack Battery Recycling—Before It’s Too Late

Article

Millions of EVs will soon hit the road, but the world isn’t ready for their old batteries. A crop of startups wants to crack this billion-dollar problem.

https://www.wired.com/story/the-race-to-crack-battery-recycling-before-its-too-late/

2020-11-30

Measuring digital development Facts and figures 2020

Report

ITUs Measuring digital development: Facts and figures 2020 offers a snapshot of the most important ICT indicators, including estimates for the current year. Latest figures show a wide urban-rural connectivity gap. Large swathes of the rural landscape are still not covered by a mobile broadband network, and fewer households in these areas have Internet access.

https://www.itu.int/en/ITU-D/Statistics/Documents/facts/FactsFigures2020.pdf

2016-11-30

Ericsson Mobility Report (Nov 2016)

Report

Ericsson

Commercial 5G networks based on ITU standards are expected to be available in 2020, and early deployments of pre-standard networks are anticipated in several markets. By the end of 2022, we forecast 550 million 5G subscriptions and a population coverage for the technology of 10 percent, starting in metropolitan and urban areas.

https://www.ericsson.com/en/reports-and-papers/mobility-report/reports

2015-11-30

Ericsson Mobility Report (Nov 2015)

Report

Ericsson

Currently, there are as many mobile subscriptions as people in the world, and every second, 20 new mobile broadband subscriptions are activated. In addition to the increase in subscribers, data consumption also continues to rise.

https://www.ericsson.com/en/reports-and-papers/mobility-report/reports

2014-11-30

Ericsson Mobility Report (Nov 2014)

Report

Ericsson

The number of mobile broadband subscriptions grew even faster – at a rate of 30 percent year-on-year, reaching 2.5 billion and data usage per subscription also continued to grow steadily. 65–70 percent of all mobile phones sold in Q3 2014 were smartphones. Together, these factors have contributed to a 60 percent growth in mobile data traffic during the 12 months following Q3 2013.

https://www.ericsson.com/en/reports-and-papers/mobility-report/reports

2013-11-30

Ericsson Mobility Report (Nov 2013)

Report

Ericsson

The number of mobile subscriptions worldwide has grown approximately 7 percent year-on-year during Q3 2013. The number of mobile broadband subscriptions grew even faster over this period – at a rate of 40 percent year-on-year, exceeding 2 billion in 2013. The amount of data usage per subscription also continued to grow steadily and around 55 percent of all mobile phones sold in Q3 2013 were smartphones.

https://www.ericsson.com/en/reports-and-papers/mobility-report/reports

2012-11-30

Ericsson Mobility Report (Nov 2012)

Report

Ericsson

Traffic in mobile networks continues to grow at an impressive rate worldwide. While voice remains a cornerstone of most operators’ service offerings, it is data growth, driven by the uptake of smart devices and apps, which is having the most significant impact on networks globally. In this release, the regular features which track subscriptions and traffic have been updated to reflect our latest measurements and to include annual forecast numbers to 2018. The updated forecasts are in line with previous ones, showing continued uptake of both mobile subscriptions and mobile traffic.

https://www.ericsson.com/en/reports-and-papers/mobility-report/reports

2021-10-30

FDI In Figures

Report

OECD

In the first half of 2021, global FDI flows more than doubled to USD 870 billion. Global investment flows overtook pre-pandemic levels and were 43% higher than in the first half of 2019. The United States, China and the United Kingdom saw the biggest increases, with a more than USD 20 billion rise in their FDI inflows, respectively. Rebounds from large negative inflows recorded by selected EU countries in H2 2020 further contributed to the overall surge.

https://www.oecd.org/investment/investment-policy/FDI-in-Figures-October-2021.pdf

2021-10-30

A Legal Framework for Decentralized Autonomous Organizations

Literature/Paper

David Kerr,Miles Jennings

The purpose of this paper is to identify a number of taxation, entity formation and operational issues pertaining to Decentralized Autonomous Organizations (“DAOs”) and to suggest a domestic entity structure capable of addressing such issues, including filing and paying U.S. taxes, opening an entity bank account, signing legal agreements and limiting liability for DAO members. A threshold question for determining the most appropriate domestic entity structure for a DAO is to determine whether it has a for-profit or not-for-profit purpose. Not for-profit purpose is not equivalent to tax-exempt and although very few DAOs will qualify as tax-exempt organizations, many may meet the requirements of not-for profits for state law purposes. Accordingly, DAOs that meet the requirements should consider registration as unincorporated nonprofit associations (“UNA”) in states that recognize such an entity form.

https://a16z.com/wp-content/uploads/2021/10/DAO-Legal-Framework-Jennings-Kerr10.19.21-Final.pdf

2021-10-30

How to Win the Future (pdf)

Report

Andreessen Horowitz, a16z

Web 3—a group of technologies that encompasses blockchain, cryptographic protocols, digital assets, decentralized finance and social platforms, NFTs, and DAOs—is the third generation of the internet. These innovations have garnered an incredible amount of attention, both good and bad, over the past few years,and are still very early in their evolution. They will serve as the basis for new forms of economic and social interaction arising from platforms that allow people to collaborate, create, exchange, and take ownership of their digital identity and assets.

https://a16z.com/wp-content/uploads/2022/01/WEB3-Policy-Handbook-PxP.pdf.pdf

2021-10-30

How to Win the Future

Report

Andreessen Horowitz, a16z

An agenda for the third generation of the Internet.

https://a16z.com/wp-content/uploads/2021/10/How-to-Win-the-Future-Deck.pdf

2021-10-30

Notes on "A legal framework for Decentralized Autonomous Organizations"

Article

Jesse Pollak

Below are my summary notes from reviewing the a16z legal framework for DAOs. If you read their framework, feel free to comment and help me clarify the takeaways - my note taking is definitely not perfect. Nothing in here should be taken as legal advice and I recommend that you read the entire framework yourself.

https://docs.google.com/document/d/16l3iAnGL7tLJvheHyIlj01HNUvdUe9iCr0s4CJJcZys/edit#

2021-10-30

America's Entrepreneurial States

Report

Julie Trivitt,Dave Shideler,Minoli Ratnatunga,Katie Milligan,Ross DeVol,Jonas Crews

The metrics underlying America’s Entrepreneurial States: Supporting Entrepreneurs to Help Drive the Economy show that when it comes to creating and supporting entrepreneurial ecosystems, the coasts win and the heartland lags. Our country was built on the American Dream.

https://heartlandforward.org/wp-content/uploads/2021/10/Americas-Entrepreneurial-States_HF-Report.pdf

2021-10-30

The Human Sleep Paradox: The unexpected Sleeping Habits of Homo sapiens

Literature/Paper

David R. Samson

The human sleep pattern is paradoxical. Sleep is vital for optimal physical and cognitive performance, yet humans sleep the least of all primates. In addition, consolidated and continuous monophasic sleep is evidently advantageous, yet emerging comparative data sets from small-scale societies show that the phasing of the human pattern of sleep–wake activity is highly variable and characterized by significant nighttime activity. To reconcile these phenomena, the social sleep hypothesis proposes that extant traits of human sleep emerged because of social and technological niche construction. Specifically, sleep sites function as a type of social shelter by way of an extended structure of social groups that increases fitness. Short, high-quality, and flexibly timed sleep likely originated as a response to predation risks while sleeping terrestrially. This practice may have been a necessary preadaptation for migration out of Africa and for survival in ecological niches that penetrate latitudes with the greatest seasonal variation in light and temperature on the planet.

https://www.annualreviews.org/doi/pdf/10.1146/annurev-anthro-010220-075523

2016-10-30

A brief history of cryptocurrencies

Report

Overview and future trends within cryptocurrencies

http://shoutout.fintechna.com/2016/11/04/a-brief-history-of-cryptocurrencies/

2021-09-30

Here are some things young Michael Burry said about various subjects

Article

Oliver Sung

Many people know Michael Burry as the hedge fund manager from “The Big Short” who infamously bet against mortgage securities before the 2008 crisis. It’s these early message boards posts that give us glimpses into how Michael Burry thought as a value investor: -On buy and hold -On fundamentals -On strategy -On value investing -On the market -On diversification -On insider buying -On buybacks -On the internet -On bubbles -On Warren Buffet -On technical analysis -On investing as an art

https://twitter.com/OliverSungJunto/status/1443558696034910217

2021-09-30

Public attitudes towards offensive language on TV and radio: Quick Reference Guide

Report

Ipsos

Ofcom commissioned Ipsos MORI to conduct research to help them understand public attitudes towards offensive language on TV and radio. This document serves as a Quick Reference Guide summarising views towards the acceptability of individual words on TV and radio. We have also developed a full summary report that this Guide should be read in conjunction with, which contains additional findings related to offensive content including: blackface, misgendering, deadnaming and mimicking accents.

https://www.ofcom.org.uk/__data/assets/pdf_file/0020/225335/offensive-language-quick-reference-guide.pdf

2021-09-30

Technology Report

Report

Bain

Although Covid-19 remains a global threat, we’re in a period of extraordinary economic growth. Government stimulus programs and a pent-up desire to “get back to the office” have piqued expectations of growth and innovation. The technology sector has led the way with strong equity values.

https://www.bain.com/globalassets/noindex/2021/bain_report_technology-report-2021.pdf

2021-09-30

Mobile Computational Photography: A Tour

Literature/Paper

Damien Kelly,Mauricio Delbracio,Michael Brown,Peyman Milanfar

The first mobile camera phone was sold only 20 years ago, when taking pictures with one's phone was an oddity, and sharing pictures online was unheard of. Today, the smartphone is more camera than phone. How did this happen? This transformation was enabled by advances in computational photography—the science and engineering of making great images from small-form-factor, mobile cameras.

https://www.annualreviews.org/doi/10.1146/annurev-vision-093019-115521

2021-09-30

Taming Wildcat Stablecoins

Literature/Paper

Jeffrey Zhang,Gary B. Gorton

Cryptocurrencies are all the rage, but there is nothing new about privately produced money. The goal of private money is to be accepted at par with no questions asked. This did not occur during the Free Banking Era in the United States—a period that most resembles the current world of stablecoins. State-chartered banks in the Free Banking Era experienced panics, and their private monies made it very hard to transact because of fluctuating prices. That system was curtailed by the National Bank Act of 1863, which created a uniform national currency backed by U.S. Treasury bonds. Subsequent legislation taxed the state-chartered banks’ paper currencies out of existence in favor of a single sovereign currency.

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3888752

2020-09-30

2020 Global Retirement Index

Report

Natixis

From aging demographics and record levels of public debt to low interest rates and climate-related disasters, global retirement security was on shaky ground at the beginning of 2020. By June, public health, social, economic, and financial risks all reached a boiling point. The 2020 Global Retirement Index brings five critical risks to retirement security into focus: recession, interest rates, public debt, climate change, and income inequality. Learn more about what they mean for institutions, financial professionals, and individual investors.

https://www.im.natixis.com/us/resources/2020-global-retirement-index-full-report

2018-09-30

Top Healthcare AI Trends to Watch

Report

AI needs doctors. Big pharma is taking an AI-first approach. Apple is revolutionizing clinical studies. We look at the top artificial intelligence trends reshaping healthcare. Healthcare is emerging as a prominent area for AI research and applications.

https://www.cbinsights.com/reports/CB-Insights_AI-Trends-In-Healthcare.pdf

2021-08-30

The Promise of Low-Carbon Freight

Report

Ersilia Verlinghieri,Irena Itova,Nicolas Collignon,Rachel Aldred

The promise of low-carbon freight report from climate charity Possible and the Active Travel Academy looks at the benefits of electric cargo (e-cargo) bikes in London. Using GPS data from Pedal Me cargo bike routes and comparing them to the routes that vans would have had to take to deliver the same parcels, the research found that e-cargo bikes an deliver goods about 60% faster than vans in London, on average.

https://static1.squarespace.com/static/5d30896202a18c0001b49180/t/61091edc3acfda2f4af7d97f/1627987694676/The+Promise+of+Low-Carbon+Freight.pdf

2020-08-30

Investment Thesis for Desktop Metal

Deck/Memo/Presentation

Chamath Palihapitiya

https://twitter.com/chamath/status/1300463875402407937

1916-08-30

Electric Car Charging Stations in Chicago

Graphic

Commonwealth Edison Company's sub stations equipped for emergency vehicle charging.

https://cleantechnica.com/files/2021/08/EV-Charging-Stations-in-Chicago-1916.jpeg

2013-07-30

"Just the way he advertised: Jesus, Gandhi, Me!"

Quote

Bill Burr

"Just the way he advertised: Jesus, Gandhi, Me!"

https://lybio.net/bill-burr-doesnt-believe-the-steve-jobs-hype-conan-on-tbs/comedy/

2021-06-30

Reuters Institute Digital News Report 2021

Report

Anne Schulz,Craig T. Robertson,Nic Newman,Rasmus Kleis Nielsen,Richard Fletcher,Simge Andi

This is the tenth edition of our Digital News Report and a milestone for us in that the 46 markets covered this year account for more than half the world’s population. We are particularly proud to be able to include more countries in the Global South, primarily because we hope the data and analysis we present are useful for journalists, editors, and media executives there, but also because we strongly believe their colleagues elsewhere can learn a lot from the situation in countries where news media have long faced political attacks, financial precarity, and internet users heavily oriented towards mobile and social media – some of the realities journalists in historically more privileged parts of the world increasingly have to deal with.

https://reutersinstitute.politics.ox.ac.uk/sites/default/files/2021-06/Digital_News_Report_2021_FINAL.pdf

2021-06-30

USA News Media Landscape Trends

Report

Accenture

The American media landscape has fundamentally changed in the past two decades. The internet democratised how content is created and consumed, enabling new channels of communication between businesses and consumers. These changes have significantly disrupted traditional newspaper revenues, which have fallen by half as the market for printed classifieds advertisements has all but disappeared.

https://newsmedia-analysis.com/wp-content/uploads/2021/06/accenture_analysis_USAnewsmedia.pdf

2020-06-30

Reuters Institute Digital News Report 2020

Report

Anne Schulz,Nic Newman,Rasmus Kleis Nielsen,Richard Fletcher,Simge Andi

This yearâs report comes in the midst of a global health pandemic that is unprecedented in modern times and whose economic, political, and social consequences are still unfolding. The seriousness of this crisis has reinforced the need for reliable, accurate journalism that can inform and educate populations, but it has also reminded us how open we have become to conspiracies and misinformation. Journalists no longer control access to information, while greater reliance on social media and other platforms give people access to a wider range of sources and âalternative factsâ, some of which are at odds with official advice, misleading, or simply false.

https://reutersinstitute.politics.ox.ac.uk/sites/default/files/2020-06/DNR_2020_FINAL.pdf

2020-06-30

Midyear Report

Report

Please join us in looking back at the major stories in the industry over the first six months of 2020. We are encouraged by the continued strong demand for music. We celebrate the creativity that artists have shown and the new ways that they are staying engaged with their fan bases.

https://static.billboard.com/files/2020/07/NielsenMID-YEAR-2020-us-1594300786.pdf

2019-06-30

World Energy Investment 2019

Report

The World Energy Investment (WEI) report is the world’s benchmark for tracking investment trends across the energy sector. Now in its fourth edition, the report continues to enhance its role as a timely and valued analytical tool - with a new look and feel - to help inform decision making by governments, industry and the financial community alike

https://webstore.iea.org/world-energy-investment-2019

2018-06-30

Reuters Institute Digital News Report 2018

Report

Antonis Kalogeropoulos,David A. L. Levy,Nic Newman,Rasmus Kleis Nielsen,Richard Fletcher

This is our seventh annual report that explores the changing environment around news across countries. The report is based on a survey of more than 74,000 people in 37 markets, along with additional qualitative research, which together make it the most comprehensive ongoing comparative study of news consumption in the world. Europe remains a key focus, where we cover 25 countries including Bulgaria for the first time this year, but we also cover six markets in Asia (Japan, South Korea, Taiwan, Hong Kong, Malaysia, and Singapore) along with four Latin American countries (Brazil, Argentina, Chile, and Mexico) and the United States and Canada from North America.

https://s3-eu-west-1.amazonaws.com/media.digitalnewsreport.org/wp-content/uploads/2018/06/digital-news-report-2018.pdf

2018-06-30

World Energy Investment 2018

Report

Now established as a benchmark for measuring investment across the energy sector, the third edition of the World Energy Investment report presents the IEA’s continuing analysis of the wide-ranging factors shaping energy investment decisions today. This year, we have identified a common theme about the importance of governments.

https://webstore.iea.org/login

2018-06-30

Electric Vehicles

Report

Review of global EV and battery sales globally

https://bnef.turtl.co/story/evo2018/login

2017-06-30

Reuters Institute Digital News Report 2017

Report

Antonis Kalogeropoulos,David A. L. Levy,Nic Newman,Rasmus Kleis Nielsen,Richard Fletcher

This is our sixth annual report that explores the changing environment around news across countries. The report is based on a survey of more than 70,000 people in 36 markets, along with additional qualitative research, which together make it the most comprehensive ongoing comparative study of news consumption in the world. A key focus remains in Europe where we have added Slovakia, Croatia, and Romania for the first time – but we have also added four markets in Asia (Taiwan, Hong Kong, Malaysia, and Singapore) along with three additional Latin American countries (Argentina, Chile, and Mexico).

https://reutersinstitute.politics.ox.ac.uk/sites/default/files/Digital%20News%20Report%202017%20web_0.pdf

2016-06-30

Reuters Institute Digital News Report 2016

Report

David A. L. Levy,Nic Newman,Rasmus Kleis Nielsen,Richard Fletcher

This is our fifth annual report that explores the changing environment around news across countries. The report is based on a survey of more than 50,000 people in 26 countries, which makes it the largest ongoing comparative study of news consumption in the world and twice as big as last year. A key focus is in Europe where we have done the bulk of our polling – but we are delighted to have added Canada and South Korea this year to the United States, Australia, Brazil, and Japan, which have been part of our survey for some time.

https://s3-eu-west-1.amazonaws.com/media.digitalnewsreport.org/wp-content/uploads/2018/11/Digital-News-Report-2016.pdf

2016-06-30

Ericsson Mobility Report (Jun 2016)

Report

Ericsson

In this Ericsson Mobility Report, we continue to describe the evolution towards the Networked Society. Between 2015 and 2021, IoT is expected to increase at a compounded annual growth rate (CAGR) of 23 percent, making up close to 16 billion of the total forecast 28 billion connected devices in 2021.

https://www.ericsson.com/en/reports-and-papers/mobility-report/reports

2015-06-30

Reuters Institute Digital News Report 2015

Report

David A. L. Levy,Nic Newman,Rasmus Kleis Nielsen

This is our fourth annual report that looks to map the changing ecology of news across countries. The report is based on a survey of more than 20,000 people in 12 countries, which makes it the largest ongoing comparative study of news consumption in the world. We have added Australia and Ireland this year to a core set that includes France, Germany, Denmark, Finland, Italy, Spain, Brazil,1 and Japan – along with the UK and US

https://reutersinstitute.politics.ox.ac.uk/sites/default/files/research/files/Reuters%2520Institute%2520Digital%2520News%2520Report%25202015_Full%2520Report.pdf

2015-06-30

Ericsson Mobility Report (Jun 2015)

Report

Ericsson

Smartphone subscriptions are set to more than double by 2020. By this time, 70 percent of the world´s population will have a smartphone. There is also a growing number of connected devices, mainly driven by an increasing range of applications and business models, and supported by falling modem costs. Our forecast indicates that there will be 26 billion connected devices by 2020.

https://www.ericsson.com/en/reports-and-papers/mobility-report/reports

2014-06-30

Reuters Institute Digital News Report 2014

Report

David A. L. Levy,Nic Newman

This is our third annual report that looks to track and compare changes in online news consumption across countries. This year we find more compelling evidence about the pace of the multi-platform revolution and the increasing use of smartphones and tablets for news. The report also explores different ways in which people are paying for news, the growing importance of video content, and brings unique data about the role played by different social networks for news in our participating countries.

https://reutersinstitute.politics.ox.ac.uk/sites/default/files/research/files/Reuters%2520Institute%2520Digital%2520News%2520Report%25202014.pdf

2014-06-30

Ericsson Mobility Report (Jun 2014)

Report

Ericsson

The number of mobile subscriptions worldwide grew approximately 7 percent year-on-year during Q1 2014. The number of mobile broadband subscriptions grew even faster over this period – at a rate of 35 percent year-on-year, reaching 2.3 billion. The amount of data usage per subscription also continued to grow steadily. Around 65 percent of all mobile phones sold in Q1 2014 were smartphones. Together, these factors have contributed to a 65 percent growth in mobile/cellular data traffic between Q1 2013 and Q1 2014.

https://www.ericsson.com/en/reports-and-papers/mobility-report/reports

2013-06-30

Reuters Institute News Report 2013

Report

David A. L. Levy,Nic Newman

This is the second in what we hope will be an annual series of reports that tracks the transition of the news industry towards an increasingly digital and multiplatform future. This year’s report provides compelling evidence about the growing number of ways of consuming news and, in particular, the speeding up of the mobile and tablet revolution. It also documents the ways in which people are paying for news, the growing number of locations where they access the news, and brings new data about the trust and credibility of different news sources as well as attitudes to partial or impartial news.

https://s3-eu-west-1.amazonaws.com/media.digitalnewsreport.org/wp-content/uploads/2014/05/Reuters-Institute-Digital-News-Report-2013.pdf

2013-06-30

Ericsson Mobility Report (Jun 2013)

Report

Ericsson

The number of mobile subscriptions worldwide has grown approximately 8 percent year-on-year during Q1 2013. The number of mobile broadband subscriptions grew even faster over this period at a rate of 45 percent year-on-year, reaching around 1.7 billion. The amount of data usage per subscription also continued to grow steadily. About 50 percent of all mobile phones sold in Q1 2013 were smartphones.

https://www.ericsson.com/en/reports-and-papers/mobility-report/reports

2012-06-30

Reuters Institute Digital News Report 2012

Report

Steve Schifferes,David A. L. Levy,Peter Kellner,Nic Newman

Digital and social media are contributing to audience and device fragmentation - and to the disruption of the business models that have underpinned our information ecosystem.

https://s3-eu-west-1.amazonaws.com/media.digitalnewsreport.org/wp-content/uploads/2012/05/Reuters-Institute-Digital-News-Report-2012.pdf

2018-05-30

Internet Trends 2018

Report

Mary Meeker

We focus on trends around data + personalization; high relative levels of tech company R&D + Capex Spending; E-Commerce innovation + revenue acceleration; ways in which the Internet is helping consumers contain expenses + drive income (via on-demand work) + find learning opportunities. We review the consumerization of enterprise software and, lastly, we focus on China’s rising intensity & leadership in Internet-related markets. At 3.6B, the number of Internet users has surpassed half the world’s population. When markets reach mainstream, new growth gets harder to find - evinced by 0% new smartphone unit shipment growth in 2017.

https://www.bondcap.com/report/it18/#view/1

2012-05-30

Internet Trends 2012

Report

Mary Meeker

1) Basic Stats – Internet Growth Remains Robust, Rapid Mobile Adoption Still in Early Stages 2) Re-Imagination – of Nearly Everything 3) Economy – Mixed Trends, With Negative Bias 4) ‘USA, Inc.’ – A Lot to be Excited About in Tech, A Lot to be Worried about in Other Areas 5) Bubble – or Not?

https://www.bondcap.com/report/it12/#view/1

2021-04-30

Bitcoin is Key to an Abundant, Clean Energy Future

Report

Ark,Square

In this memo, we aim to explain how the Bitcoin network functions as a unique energy buyer that could enable society to deploy substantially more solar and wind generation capacity. This deployment, along with energy storage, aims to facilitate the transition to a cleaner and more resilient electricity grid. We believe that the energy asset owners of today can become the essential bitcoin miners of tomorrow.

https://assets.ctfassets.net/2d5q1td6cyxq/5mRjc9X5LTXFFihIlTt7QK/e7bcba47217b60423a01a357e036105e/BCEI_White_Paper.pdf

2021-04-30

A year of disruption in the private markets

Report

McKinsey

After record activity in 2019, private markets fundraising in 2020 declined on an annual basis across most asset classes and regions, reflecting the impact of COVID-19. North America and Europe saw their first drop since 2014, while Asian fundraising declined for the third straight year.

https://www.mckinsey.com/~/media/mckinsey/industries/private%20equity%20and%20principal%20investors/our%20insights/mckinseys%20private%20markets%20annual%20review/2021/mckinsey-global-private-markets-review-2021-v3.pdf

2020-04-30

The Smart Audio Report Spring 2020

Report

New research from The Smart Audio Report from NPR and Edison Research finds that 77% of those in the U.S. age 18+ are experiencing a change in their typical routine due to the outbreak of COVID-19 as of April 1, and voice-assistant usage has expanded during these disruptions.

https://www.nationalpublicmedia.com/uploads/2020/04/The-Smart-Audio-Report_Spring-2020.pdf

2020-03-30

Assessing the impacts of shared autonomous vehicles oncongestion and curb use: A traffic simulation study in The Hague, Netherlands

Report

This research aims to provide insights into the congestion effectsof SAVs on urban traffic, focusing on the differences in microscopic behaviour from conven-tional cars, and to investigate which easy-to-implement solutions a municipality couldapply to facilitate the new mix of traffic

https://www.sciencedirect.com/science/article/pii/S2046043020300265

2020-01-30

Digital 2020: Global Digital Overview

Report

Digital, mobile, and social media have become an indispensable part of everyday life for people all over the world. More than 4.5 billion people now use the internet, while social media users have passed the 3.8 billion mark. However, the shadow of data misuse remains and almost half of internet users are using ad blockers. For this and more, check out Digital 2020 below: your ultimate guide to the evolving digital world.

https://wearesocial-net.s3-eu-west-1.amazonaws.com/wp-content/uploads/common/reports/digital-2020/digital-2020-global.pdf

2020-01-30

YouTube is full of teachers who will happily repeat themselves until you get it. A rewindable instructor has infinite patience. One of the great resources of our time.

Quote

YouTube is full of teachers who will happily repeat themselves until you get it. A rewindable instructor has infinite patience. One of the great resources of our time.

https://twitter.com/TheStoicEmperor/status/1222762769960730626

2020-12-29

2020 Review: SaaS IPOs

Report

Alex Clayton

2020 has been a year to remember for SaaS IPOs, and it's even more impressive it all happened in around six months in the midst of a global pandemic.

https://www.meritechcapital.com/blog/2020-review-high-growth-saas-ipos

2020-11-29

OnlyFans grew faster than any other creator platform this year. Let's explore why

Deck/Memo/Presentation

Peter Yang

OnlyFans flywheel

https://twitter.com/petergyang/status/1333088904296026119

2020-10-29

How Discord (somewhat accidentally) invented the future of the internet

Bio/Obituary/Profile/Interview

Discord's founders just wanted to create a way to talk to their gamer friends. They created something much bigger.

https://www.protocol.com/discord

2020-10-29

Payments in Sweden 2020

Report

Cash usage is at the lowest level ever. Less than one-tenth of all payments are made in cash. Instead, people in Sweden are paying more often by card or the app Swish. This trend has grown stronger during the coronavirus pandemic. To prepare for a future in which fewer and fewer people pay in cash, the Riksbank is investigating the possibility of issuing digital cash the so-called e-krona. It is also important that those who want to use cash should be able to continue to do so. These are the conclusions in the latest report, "Payments in Sweden 2020".

https://www.riksbank.se/en-gb/payments--cash/payments-in-sweden/payments-in-sweden-2020/1.-the-payment-market-is-being-digitalised/cash-is-losing-ground/

2020-06-29

Bio of Bloomberg L.P.

Bio/Obituary/Profile/Interview

https://threads-web.vercel.app/threads/1277632097478488065

2013-05-29

Internet Trends 2013

Report

Liang Wu,Mary Meeker

• Key Internet Trends – Growth Continues • Re-Imagination – Being Re-Imagined & Uploaded • Mobile – Aggressive Momentum • Computing – Yet Another Platform Change… • Lots to Learn from China – Volume + Innovation • Most Enabled Entrepreneurs Ever? • So, You Want to Be a Public Company? • High-Skilled Immigration – Perspective

https://www.bondcap.com/report/it13/#view/1

2020-04-29

How Hulu works

Article

Peter Ramsey

If you’re subscribed to Netflix, Amazon Prime and Disney+, then you already have more content available than you could ever realistically consume. Which makes the user experience of other streaming services—such as Hulu—even more important. They can’t just be good, they need to be great. This is a case study about signing up to Hulu, and highlights a few ways that they could improve their UX.

https://builtformars.com/case-studies/how-hulu-works

2020-04-29

THE FUTURE SHOPPER REPORT 2020

Report

Our latest report, drawn from data collected during the COVID-19 outbreak, gives an insight not only into the digital commerce shopping habits of over 16,000 consumers in the UK, US, Australia, China, France, Germany, Spain and the Netherlands, but also how this outbreak will affect future shoppers.

https://insights.wundermanthompsoncommerce.com/hubfs/@UK/Landing%20Pages/2020/The%20Future%20Shopper%202020/WTC%20-%20The%20Future%20Shopper%20Report%202020.pdf

2021-03-29

We only hire from top schools is lazy practice that results in less-than-top teams.

Essay/Thoughts/Whitepaper/Opinion

Martin Casado

"We only hire from top schools" is lazy practice that results in less-than-top teams. This thread is a rough attempt to explain why

https://twitter.com/martin_casado/status/1376263559215153152

2018-03-29

Electric Buses in Cities Driving Towards Cleaner Air and Lower CO2

Report

This report, authored by Bloomberg New Energy Finance on behalf of the C40 Cities Climate Leadership Group, provides an overview of the e-bus sector, including a description of business models, an overview of existing e-bus manufacturers and a detailed analysis of the costs associated with running e-buses. The report also discusses how different types of cities can best deploy electric buses.

https://about.bnef.com/blog/electric-buses-cities-driving-towards-cleaner-air-lower-co2/

2021-12-28

Living Wage Calculator

Literature/Paper

Carey Anne Nadeau,Amy K. Glasmeier

The living wage model is an alternative measure of basic needs. It is a market-based approach that draws upon geographically specific expenditure data related to a family's likely minimum food, childcare, health insurance, housing, transportation, cell phone and broad band service, funds for civic engagement (see page 8 of this document for details) and other necessities (e.g., clothing, personal care items, etc.) costs. The living wage draws on these cost elements and the rough effects of income and payroll taxes to determine the minimum employment earnings necessary to meet a family's basic needs while also maintaining self-sufficiency.

https://livingwage.mit.edu/resources/Living-Wage-Users-Guide-Technical-Documentation-2021-12-28.pdf

2020-09-28

Why the world needs to wake up to India’s Jio

Article

https://qz.com/india/1898734/with-facebook-google-ambanis-jio-can-be-a-global-tech-leader/

2016-07-28

Disrupting Logistics: The Startups That Are Unbundling FedEx & UPS

Report

Startups have cropped up within the shipping and logistics industry, applying technology and new on-demand economy concepts to lower costs, increase flexibility, and streamline operations

https://www.cbinsights.com/research/startups-unbundling-fedex/

2020-06-28

Money *wants* to be stupid.

Essay/Thoughts/Whitepaper/Opinion

The word “invest” has 2 distinct meanings in relation to capital: Invest (1): Spend money to build a capability. Example: a bridge, a factory, a mansion. Invest (2): Spend money to acquire a formal stake in an existing capability. Example: stock, bond, lien.

https://twitter.com/vgr/status/1277262959828283392

2020-05-28

Covid’s Impact on Ad Pricing

Report

Two-thirds of advertising sellers—including publishers, platforms and programmatic media sellers—have had advertising rates decline since the Covid lockdown began . Publishers that sell ads directly have been significantly more impacted by ad rate reductions than programmatic specialist. Display ad CPMs have been hit hardest by price reduction. Ads on connected devices (CTV/OTT) are showing the greatest price resilience

https://www.iab.com/wp-content/uploads/2020/05/IAB_Sell-Side_Ad_Revenue_2_CPMs_5.28.2020.pdf

2020-05-28

ISBA PROGRAMMATIC SUPPLY CHAIN TRANSPARENCY STUDY

Report

The advertiser-funded ISBA Programmatic Supply Chain Transparency Study, in association with the Association of Online Publishers (AOP) and carried out by PwC, marks the first time that programmatic advertising supply chains – the way in which advertisers and publishers are served by the programmatic ad delivery system - have been mapped from end-to-end, anywhere in the world.

https://www.isba.org.uk/media/2424/executive-summary-programmatic-supply-chain-transparency-study.pdf

2017-05-28

Cryptoasset Valuation Methodologies

Report

Methodology for valuating cryptoassets.

https://twitter.com/cburniske/status/868821997626765313

2014-05-28

Internet Trends 2014

Report

Mary Meeker

1) Key Internet Trends 2) Status Update – Tech Stocks / Education / Healthcare 3) Re-Imagining Continues 4) Screen + Video Growth = Still Early Innings 5) China’s Epic Share Gains 6) Public Company Trends 7) One More Thing(s)... 8) Ran Outta Time Thoughts / Appendix

https://www.bondcap.com/report/it14/#view/1

1997-05-28

Internet Trends 1997

Report

Sharon Pearson,Mary Meeker

In this report we describe the trends, the companies, and the outlook for Internet-based retailing. Based on our review of the development of retailing in the past, we conclude that, in time, the opportunity for retailing and direct-marketing cost savings on the Web will be significant, though it will likely only affect certain retailing sectors.

https://www.bondcap.com/report/it97/#view/1

2020-04-28

2020 Flexera State of the Cloud Report

Report

Cloud spend is rising as organizations adopt multi-cloud strategies and put more workloads and data in the cloud

https://resources.flexera.com/web/pdf/report-state-of-the-cloud-2020.pdf

2019-02-28

RIAA 2018 YEAR-END MUSIC INDUSTRY REVENUE REPORT

Report

Fueled by tremendous creative output by groundbreaking artists and now more than 50 million paid subscriptions, the U.S. music industry experienced its third year of consecutive growth in 2018 with retail revenues up 12% to $9.8 billion. Streaming now comprises 75% of total industry revenues. Vinyl continues to be a bright spot for the physical market, up 8% to $419 million, the highest revenue level since 1988.

http://www.riaa.com/wp-content/uploads/2019/02/RIAA-2018-Year-End-Music-Industry-Revenue-Report.pdf

2021-01-28

Businesses at Work 2021

Report

Welcome to the seventh Businesses at Work report, an in-depth look into how organizations and people work today — exploring workforces and customers, and the applications and services they use to be productive.

https://www.okta.com/sites/default/files/2021-03/Businesses-at-Work-2021.pdf

2018-01-28

“Economists don’t decide what things are worth, people do.”

Quote

Joel Monegro

“Economists don’t decide what things are worth, people do.”

https://twitter.com/cburniske/status/957716435962421249

2020-12-27

Fund people, not projects I: The HHMI and the NIH Director's Pioneer Award

Essay/Thoughts/Whitepaper/Opinion

So there's this paper, Incentives and Creativity: Evidence from the academic life sciences (Azoulay, Graff Zivin, Manso 2011) that shows that Howard Hughes Medical Institute (HHMI) investigators (who are funded for a longer term and in a more open ended way) outperform those of the National Institutes of Health (NIH) that have shorter review cycles and more concrete grant proposals. This is seen as a vindication of the "fund people, not projects" paradigm. However, the effect sample reported is huge , perhaps too good to be true, and the extent to which this model can scale is debatable, as Azoulay himself also says that it is not clear how well this model can scale. HHMI is very much focused on a narrow elite.

2020-09-27

Coinbase is a mission focused company

Article

Brian Armstrong

There have been a lot of difficult events in the world this year: a global pandemic, shelter in place, social unrest, widespread protests and riots, and west coast wildfires. On top of that we have a contentious U.S. election on the horizon.

https://blog.coinbase.com/coinbase-is-a-mission-focused-company-af882df8804

2017-07-27

"The height of civilization isn’t the poor owning cars but the rich sharing bikes."

Quote

Horace Dediu

"The height of civilization isn’t the poor owning cars but the rich sharing bikes."

https://twitter.com/asymco/status/890571956281651201

2021-05-27

The Cost of Cloud, a Trillion Dollar Paradox

Article

Martin Casado,Sarah Wang

There is no doubt that the cloud is one of the most significant platform shifts in the history of computing. Not only has cloud already impacted hundreds of billions of dollars of IT spend, it’s still in early innings and growing rapidly on a base of over $100B of annual public cloud spend.

https://a16z.com/2021/05/27/cost-of-cloud-paradox-market-cap-cloud-lifecycle-scale-growth-repatriation-optimization/

2019-05-27

Just keep building icebergs. Those who never did and never could never will.

Quote

Rocky Pruitt

Just keep building icebergs. Those who never did and never could never will.

https://twitter.com/RockyPruitt/status/1133157580795273216

2015-05-27

Internet Trends 2015

Report

Mary Meeker

1) Internet – Two-Thirds of a Generation In... 2) Key Internet Trends 3) Re-Imagining Continues... 4) America’s Evolving Work Environment... 5) Big Internet Markets = China / India 6) Public / Private Company Data 7) One More Thing... 8) Ran Outta Time Thoughts / Appendix

https://www.bondcap.com/report/it15/#view/1

2020-04-27

COVID-19 CRISIS: GLOBAL KNOWLEDGE BASE FOR STARTUP ECOSYSTEM ACTORS

Report

This compilation is a living document including useful ways to mitigate or resolve COVID-19 induced challenges around the world for policy makers, startups, and their communities.

https://startupgenome.com/reports/covid-19-global-knowledge-base

2020-04-27

Startup Ecosystem Faces Capital Crunch over Coming Months

Report

The National Venture Capital Association (NVCA) is working to better understand the impact of the COVID-19 economic crisis on the startup ecosystem, and to explain the role and limitations of venture capital during this time. This white paper also outlines what we believe the industry may look like over the coming months as this crisis evolves

https://nvca.org/wp-content/uploads/2020/04/Startup-Ecosystem-Faces-Capital-Crunch-over-Coming-Months-5.pdf

2017-03-27

Global Extreme Poverty

Report

During the first half of the last century, the growth of the world population caused the absolute number of poor people in the world to increase, even though the share of people in poverty was going down. After around 1970, the decrease in poverty rates became so steep that the absolute number of people living in extreme poverty started falling as well. This trend of decreasing poverty—both in absolute numbers and as a share of the world population—has been a constant during the last three decades.

https://ourworldindata.org/extreme-poverty

2017-02-27

THE KNOWLEDGE PROJECT: Naval Ravikant

Report

Naval Ravikant is the CEO and co-founder of AngelList. He’s invested in more than 100 companies, including Uber, Twitter, Yammer, and many others. It’s difficult to nail down exactly what we discuss in our conversation because I had so many questions to ask him. Naval is an incredibly deep thinker who challenges the status quo on so many things. This is an interview you’ll want to listen to, think a bit, and then listen to again.

https://theknowledgeproject.libsyn.com/naval-ravikant-on-reading-happiness-systems-for-decision-making-habits-radical-honesty

2021-01-27

DIGITAL 2021: GLOBAL OVERVIEW REPORT

Report

Close to half a billion new social media users. 1.3 billion years spent using the internet. Trillions of dollars spent on ecommerce. If you’re looking for the latest digital insights and social media stats, you’ll find them all here.

https://wearesocial-net.s3-eu-west-1.amazonaws.com/wp-content/uploads/common/reports/digital-2021/digital-2021-global.pdf

2021-12-26

The Mirrortable

Article

Balaji Srinivasan

Mirrortables are to cap tables what stablecoins are to fiat currencies. They streamline and internationalize the logistical mess of angel investing.

https://balajis.com/mirrortable/

2019-12-26

Flatiron School 2019 Jobs Report

Report

Our grads launch new careers with impressive salaries. Our 2019 Jobs Report shows how motivated people with big career goals can quickly transform their lives by landing jobs in tech. Check out these stats.

https://hi.flatironschool.com/rs/072-UWY-209/images/Flatiron%20School%20Jobs%20Report.pdf

2020-11-26

MP Materials (MP) Breakdown

Deck/Memo/Presentation

Igli Gezim

MP Materials owns and operates the largest, rare earth materials mining and processing facility in the Western Hemisphere.

https://equitybreakdown.substack.com/p/mp-materials-mp-breakdown

2020-10-26

Q3 2020 FinTech Insights

Report

FT Partners Research is pleased to announce the publication of our 115-page Q3 2020 FinTech Insights, providing a comprehensive review of global FinTech deal activity with analysis across private company financings, IPOs, and M&A statistics.

https://ftpartners.docsend.com/view/c7kgct3ztqyd8mv3

2021-02-26

Amazon's Cash Flow

Deck/Memo/Presentation

We published a blog on Amazon around a year ago where we explored the issue of free cash flow. We explained then that Amazon uses three different definitions of free cash flow and why we use a different calculation. Feedback from readers was that this was quite surprising, given that the free cash flow yield is considered one of the most important valuation parameters, and many readers asked if we could delve deeper into Amazon’s cash flow statement and look at some of the factors affecting operating cash flow

https://www.behindthebalancesheet.com/blog-1/amazons-cash-flow

2018-01-26

Focus

Essay/Thoughts/Whitepaper/Opinion

Venkatesh Rao

https://www.pirque.vc/focus/

2016-01-26

"If it were a fact, it wouldn't be called intelligence."

Quote

Donald Rumsfeld

"If it were a fact, it wouldn't be called intelligence."

https://www.youtube.com/watch?v=4Z3z7DvoA-M

2019-11-25

2019 Internet Report: Southeast Asia's Golden Age

Report

A detailed outlook on Southeast Asia: why we believe it's Asia’s next chapter of growth An explanation for the rise of regional tech platforms in Southeast Asia and the enablers of it Our prediction on the winning tech business models and the use of China as a credible roadmap The massive opportunity for growth equity in the region Identifying a new generation of tech companies: the rise of the rhinos

https://www.dropbox.com/s/ev8kajnqzrzk03l/Asia%20Partners%202019%20Southeast%20Asia%20Internet%20Report.pdf

2019-11-25

The State of European Tech

Report

In 2019 alone, 40 different European tech companies raised rounds of 100 million dollars or more. Back then, there were just 22 venture-backed tech companies with billion-dollar valuations or higher. Today, there are 99. There's no doubt we're producing some of the fastest-growing companies on the planet right now.

https://www.atomico.com/presenting-the-2019-state-of-european-tech-report/

2017-07-25

Report of Investigation Pursuant to Section 21(a) of the Securities Exchange Act of 1934: The DAO

Report

The United States Securities and Exchange Commission’s (“Commission”) Division of Enforcement (“Division”) has investigated whether The DAO, an unincorporated organization; Slock.it UG (“Slock.it”), a German corporation; Slock.it’s co-founders; and intermediaries may have violated the federal securities laws. The Commission has determined not to pursue an enforcement action in this matter based on the conduct and activities known to the Commission at this time.

https://www.sec.gov/litigation/investreport/34-81207.pdf

2020-06-25

Global Startup Ecosystem Report 2020

Report

The global startup economy remains large, creating nearly $3 trillion in value, a figure on par with the GDP of a G7 economy.1 Seven out of the top 10 largest companies in the world are in technology — the highest concentration of any industry sector among the top global companies — and 2019 saw close to $300 billion in venture capital investments around the world.2

https://startupgenome.com/all-reports

2020-06-25

IPO Industry Breakdown

Report

Realtime Industry breakdown of IPOs YTD and 1 Year

https://www.renaissancecapital.com/IPO-Center/Stats/Industry

2021-05-25

Vimeo, Anjali Sud pitched story

Article

Ankith Harathi

Imagine trying to compete with YouTube and Netflix at the same time. That's what Anjali Sud faced when she joined Vimeo 6 years ago. She quickly felt their strategy was wrong, and brought it up in a meeting. Today, as CEO, she took Vimeo public.

https://twitter.com/ankithharathi/status/1397369781335076864

2019-05-25

"Bitcoin is not tied to anything" "Neither is US dollars and how big is your cash position?"

Quote

Anthony Pompliano

"Bitcoin is not tied to anything" "Neither is US dollars and how big is your cash position?"

https://twitter.com/mrjasonchoi/status/1132247273427963904

2020-04-25

Adults' Media Use and Attitudes Report

Report

Adult internet users estimate they spend an average of 25.1 hours online per week, unchanged since 2018 and 2017. What is changing, though, is the way in which people access the internet. Nearly all UK internet users now use at least one device other than a computer to go online (93%), and a growing proportion of adults only use devices other than a computer to go online (34% of all adults, up from 29% in 2018). This is the continuation of a long-term trend; use of only non-computer devices was just 6% in 2014. Eleven per cent of adults only use a smartphone to go online, up from 3% in 2014

https://www.ofcom.org.uk/__data/assets/pdf_file/0031/196375/adults-media-use-and-attitudes-2020-report.pdf

2018-04-25

Adults' Media Use and Attitudes Report

Report

The annual adults' media use and attitudes report provides research that looks at media use, attitudes and understanding, and how these change over time, with a particular focus on those groups that tend not to participate digitally. The report covers the internet, as well as TV, radio, mobile and games.

https://www.ofcom.org.uk/__data/assets/pdf_file/0011/113222/Adults-Media-Use-and-Attitudes-Report-2018.pdf

2020-02-25

RIAA 2019 YEAR-END MUSIC INDUSTRY REVENUE REPORT

Report

Continued strong growth to more than 60 million paid subscriptions drove the U.S. music industry to its fourth consecutive year of double digit growth. Total 2019 revenues of $11.1 billion were up 13% versus $9.8 billion the prior year. Streaming made up nearly 80% of total revenues as the music industry has transformed to a digital-first business.

https://www.riaa.com/wp-content/uploads/2020/02/RIAA-2019-Year-End-Music-Industry-Revenue-Report.pdf

2020-02-25

The Inclusive Internet Index

Report

The Inclusive Internet Index, commissioned by Facebook and conducted by The Economist Intelligence Unit, returns for its fourth year. The index provides a rigorous benchmark of national-level Internet inclusion in 100 countries across four categories: Availability, Affordability, Relevance and Readiness. This year’s index, which covers 91% of the world’s population, is published for a third year alongside the Value of the Internet Survey, which polled 4,953 respondents from 99 countries, to gauge perceptions on how Internet use affects people’s lives and livelihoods. This executive summary presents the index and survey highlights.

https://theinclusiveinternet.eiu.com/

2019-02-25

The Inclusive Internet Index

Report

The Inclusive Internet Index, commissioned by Facebook and conducted by The Economist Intelligence Unit, returns for its third year. Expanded to cover 100 countries, up from 86 in 2018, the index provides a rigorous benchmark of national-level Internet inclusion across four categories: Availability, Affordability, Relevance and Readiness. This year’s index, which covers 94% of the world’s population, is published for a second year alongside the Value of the Internet Survey, which polled 5,069 respondents from 99 countries, to gauge perceptions on how Internet use affects people’s lives and livelihoods. This executive summary presents the index and survey highlights.

https://theinclusiveinternet.eiu.com/

2019-02-25

The Mobile Economy 2019

Report

The GSMA Mobile Economy series provides the latest insights on the state of the mobile industry worldwide. Produced by our renowned in-house research team, GSMA Intelligence, these reports contain a range of technology, socio-economic and financial datasets, including forecasts out to 2025. The global version of the report is published annually at MWC Barcelona, while regional editions are published throughout the year.

https://data.gsmaintelligence.com/api-web/v2/research-file-download

2021-01-25

The Future 100: 2021

Report

The Future 100: Trends and Change to Watch in 2021 highlights emerging consumer behaviors with 100 trend predictions from Wunderman Thompson Intelligence. Trends span culture, tech and innovation, travel and hospitality, brands and marketing, food and drink, beauty, retail, health, work and finance. Each includes an original analysis of why it matters for the organizations whose products and services we use daily. This year’s report also includes 21 exclusive predictions from leading experts across industries to mark 2021.

https://intelligence.wundermanthompson.com/trend-reports/the-future-100-2021/

2021-01-25

3D-PRINTED ELECTRONICS: ADDITIVELY MANUFACTURED ELECTRONICS (AME)

Deck/Memo/Presentation

Nano Dimension

https://s23.q4cdn.com/747906804/files/doc_presentations/2021/2021-1-25-NNDM_Corporate_Presentation.pdf

2017-12-24

"We should always be careful not to assume the new paradigm will function like the old paradigm. But we can arrive at the expectation that payments will be a fragmented space by applying first principles rather than extrapolating from the present."

Quote

John Pfeffer

"We should always be careful not to assume the new paradigm will function like the old paradigm. But we can arrive at the expectation that payments will be a fragmented space by applying first principles rather than extrapolating from the present."

https://twitter.com/bluegrasscap/status/1226204059968974848

2020-11-24

Investment Thesis for Metromile $INAQ

Deck/Memo/Presentation

Chamath Palihapitiya

https://twitter.com/chamath/status/1331278297930428417

2021-10-24

Designing an Exchange

Article

Ming Zhao

Exchanges are the market's DNA. Details of their inner workings determine all downstream trading dynamics.

https://twitter.com/FabiusMercurius/thread/1452349285865984000

2019-10-24

2020 Global Networking Trends Report

Report

Trends such as globalization, digital transformation, business automation and resilience, and sustainability are shaping the requirements for a new kind of network.• The evolving technology landscape—emerging cloud-native models, Internet of Things, artificial intelligence (AI), mobile, cybersecurity threats, and immersive applications—are dramatically impacting IT networking architectures and operations

https://www.cisco.com/c/dam/m/en_us/solutions/enterprise-networks/networking-report/files/GLBL-ENG_NB-06_0_NA_RPT_PDF_MOFU-no-NetworkingTrendsReport-NB_rpten018612_5.pdf

2019-10-24

Deep Tech Trends 2019

Report

It mainly focuses on our key investment areas via our programs (hardware via www.hax.co, and biotech via www.indiebio.co and www.rebelbio.co). It is embedded below followed by some key highlights.

https://sosv.com/deeptechtrends/

2019-10-24

Deep Tech Trends 2019

Report

Key trends in 'Deep Tech' covering __IoT __Robotics __Health Tech __Frontier Tech and __Biotech. Made by the SOSV team.

https://www.slideshare.net/SOSv/deep-tech-trends-2019

2019-09-24

Music Listening 2019

Report

IFPI, the organisation that represents the recorded music industry worldwide, today released the Music Listening 2019 report, which examines the ways in which music consumers aged 16 – 64 engage with recorded music across 21 countries.

https://www.ifpi.org/downloads/Music-Listening-2019.pdf

2013-09-24

Overpopulation

Essay/Thoughts/Whitepaper/Opinion

Alan Weisman

https://www.pirque.vc/overpopulation/

2007-07-24

Making Silicon Valley: Innovation and the Growth of High Tech, 1930-1970

Book

Christophe Lecuyer

In Making Silicon Valley, Christophe Lécuyer shows that the explosive growth of the personal computer industry in Silicon Valley was the culmination of decades of growth and innovation in the San Francisco-area electronics industry. Using the tools of science and technology studies, he explores the formation of Silicon Valley as an industrial district, from its beginnings as the home of a few radio enterprises that operated in the shadow of RCA and other East Coast firms through its establishment as a center of the electronics industry and a leading producer of power grid tubes, microwave tubes, and semiconductors.

https://www.amazon.com/Making-Silicon-Valley-Innovation-Technology/dp/0262622114

2020-06-24

Online Nation 2020 Report

Report

Online Nation is an annual research report, published for the first time in 2019. Using research produced both by Ofcom and others, this report and the accompanying interactive data look at what people in the UK are doing online, how they are served by online content providers and platforms, and their experiences of using the internet, alongside business models and industry trends. As well as looking at long-term trends, this year’s report includes more recent data looking at online behaviour in the UK during the coronavirus (Covid-19) pandemic.

https://www.ofcom.org.uk/__data/assets/pdf_file/0027/196407/online-nation-2020-report.pdf

2020-06-24

Online Nation 2020 Summary report

Report

Online Nation is an annual research report, published for the first time in 2019. Using research produced both by Ofcom and others, this report and the accompanying interactive data look at what people in the UK are doing online, how they are served by online content providers and platforms, and their experiences of using the internet, alongside business models and industry trends.

https://www.ofcom.org.uk/__data/assets/pdf_file/0028/196408/online-nation-2020-summary.pdf

2020-06-24

Venture Capital in Africa: Mapping Africa’s start-up investment landscape

Report

In this context, VC activity in Africa has seen significant growth in recent years. The total number and value of VC deals reported on the continent reached a six-year record high in 2019. Fintech dominates the African start-up scene, but afro-entrepreneurship has also exploded within the Utilities, Logistics & Transportation, E-Commerce, Healthcare and Agribusiness sectors. In terms of countries, South Africa, Kenya and Nigeria have attracted the bulk of VC investments between 2014 and 2019, reflecting similar patterns to PE activity on the continent.

https://www.avca-africa.org/research-publications/data-reports/

2020-06-24

Central banks and payments in the digital era

Report

Central banks, as critical as ever in the digital era, can themselves innovate. In particular, central bank digital currencies (CBDCs) can foster competition among private sector intermediaries, set high standards for safety and risk management, and serve as a basis for sound innovation in payments.

https://www.bis.org/publ/arpdf/ar2020e3.pdf

1984-06-24

The 2 Sigma Problem: The Search for Methods of Group Instructions as Effective as One-to-One Tutoring

Literature/Paper

Benjamin Samuel Bloom

Individualized instruction lifted outcomes by 2 standard deviations — outperforming 98% of regular students. But “too costly for most societies to bear on a large scale".

http://web.mit.edu/5.95/www/readings/bloom-two-sigma.pdf

2018-04-24

Global Music Report 2018: Annual State of the Industry

Report

Global Recorded Music Revenues Increase by 8.1%; Streaming revenues grow 41.1% to become largest revenue source, driven by 176 million users of paid subscription accounts; Third consecutive year of growth following 15 years of revenue decline; The global recorded music market grew by 8.1% in 2017, its third consecutive year of growth since IFPI began tracking the market in 1997. Figures released today in IFPI’s Global Music Report 2018 show total revenues for 2017 were US$17.3 billion.

http://www.ifpi.org/downloads/GMR2018.pdf

2011-04-24

Something Ventured

Documentary

Molly Davis,Paul Holland

Documentary on the creation of the US venture capital industry.

https://www.amazon.com/gp/video/detail/amzn1.dv.gti.26a9f78b-8110-80d2-f2e1-52b014abaa16

2016-03-24

Founder-Led Companies Outperform the Rest — Here’s Why

Article

Chris Zook

A recent study by three professors at Purdue’s Krannert School of Management is part of a growing mountain of evidence of the superior and more lasting performance of companies where the founder still plays a significant role as CEO, chairman, board member, or owner or adviser.

https://hbr.org/2016/03/founder-led-companies-outperform-the-rest-heres-why

2014-03-24

How Amsterdam got Fiat Money

Report

Analysis of an early (seventeenth-century) and successful fiat money regime. New dataset on an early central bank, the Bank of Amsterdam. Evidence of early activist central bank policies.

https://www.sciencedirect.com/science/article/abs/pii/S0304393214000476

2015-02-24

State of Connectivity: 2014

Report

State of Connectivity: A Report on Global Internet Access, a new study by Internet.org examines the current state of global internet connectivity and takes a close look at who’s connected, who’s not and why.

https://about.fb.com/news/2015/02/the-state-of-global-connectivity/

2021-01-24

Bitcoin

Essay/Thoughts/Whitepaper/Opinion

Harold Christopher Burger

Bitcoin's price history is full of time based power laws. Inspired by Sornette et al. I looked for bubbles and antibubbles that can be described by power laws. Plenty of them!

https://twitter.com/hcburger1/status/1353344725038850050

2020-01-24

Build it and they will embrace it: Consumers are preparing for 5G connectivity in the home and on the go

Report

Consumers are eager to embrace 5G connectivity for both smartphones and home devices, but many want to rewrite the rules when it comes to data privacy, a new study suggests.

https://www2.deloitte.com/content/dam/insights/us/articles/6457_Mobile-trends-survey/DI_Build-it-and-they-will-embrace-it.pdf

2020-10-23

Payment Methods Report 2020

Report

The fifth edition of our annual Payment Methods Report brings out to our readers an extensive overview of what’s new in how people pay in the most relevant ecommerce markets, while focusing on innovation and the latest trends – such as Account-to-Account payments, the upgrades of e-wallets, the rise of super apps, buy now pay later (BNPL) and instalments solutions, click to pay for a new interoperable checkout, and the acceleration of contactless payments driven by the COVID-19 pandemic.

https://thepaypers.com/reports/download/payment-methods-report-2020-whats-new-in-the-way-people-prefer-to-pay

2020-10-23

No-Action Letter on Custody of Digital Assets and Qualified Custodian Status

Filing

https://pirque.s3.amazonaws.com/library/Two+Ocean+No-Action+Letter+%5BOfficial%5D.pdf

2019-10-23

Digital 2019 Q4 Global Digital Statshot

Report

A wealth of new data has contributed to impressive growth across various aspects of digital over the past three months, so our new Digital 2019 Q4 Global Digital Statshot report – produced in partnership with Hootsuite – has plenty of juicy headlines, as well as essential insights for brands and organisations preparing 2020 digital plans.

https://wearesocial.com/blog/2019/10/the-global-state-of-digital-in-october-2019

2019-09-23

Freelancing in America: 2019

Report

"Freelancing in America” is the most comprehensive study of the independent workforce. Commissioned by Upwork and Freelancers Union, the sixth annual study, which surveyed more than 6,000 U.S. workers over the age of 18, estimates that 57 million Americans freelance and that more people than ever see freelancing as a long-term career path. This year’s study also revealed that a 53% majority of Gen Z workers (ages 18-22) freelanced - the highest freelance participation rate of any age bracket since FIA’s 2014 launch

https://www.slideshare.net/upwork/freelancing-in-america-2019/1

0200-09-23

The State of Fashion 2021

Report

The report, the fifth in our annual series, drills down into the major themes affecting the fashion economy and assesses a range of possible responses. Reflecting our conversations with industry leaders over recent months, it examines the ten key trends likely to shape the business over the coming year. Our latest reading of the our global fashion index, meanwhile, reveals new insights into company performance by category, segment, and region.

https://www.mckinsey.com/~/media/McKinsey/Industries/Retail/Our%20Insights/State%20of%20fashion/2021/The-State-of-Fashion-2021-vF.pdf

2021-06-23

YouTube's audience on TVs soars, but TV advertisers go slow

Article

Sahil Patel

Viewers of YouTube, who have long watched the popular video service on their phones and computers, are now increasingly watching it on television sets, according to new data shared with The Information. But despite the shift, some traditional TV advertisers are still balking at moving their ad dollars to the service.

https://www.theinformation.com/articles/youtubes-audience-on-tvs-soars-but-tv-advertisers-go-slow

2020-06-23

Foursquare Recovery Index

Report

As COVID-19 stay-at-home orders begin to lift, shifting real world behavior will be a critical indicator of economic recovery. How people start returning to different places - and in what order, at what pace - will be necessary information for governments, journalists, researchers and brands alike in navigating the times ahead. Foursquare location data reliably and accurately reveals these changes in visitation in near real-time, helping you understand and plan for the recovery process.

https://foursquare.com/recoveryindex

2018-06-23

"If Silicon Valley (10x innovation) is terrified of China (20x innovation), how does Europe (1x innovation) feel? Extra-terrified or just reconciled to being a nice place to vacation and send your kids to school? Or...?"

Quote

Chris Anderson

"If Silicon Valley (10x innovation) is terrified of China (20x innovation), how does Europe (1x innovation) feel? Extra-terrified or just reconciled to being a nice place to vacation and send your kids to school? Or...?"

https://twitter.com/chr1sa/status/1010705051524841473

2020-04-23

Digital Around the World in April 2020

Report

The world has changed dramatically over the first three months of 2020, with the COVID-19 pandemic impacting almost every aspect of our lives. These changes have been clearly evident in the world’s digital behaviours too, especially as billions of people turn to connected devices to help them cope with life and work under lockdown.

https://wearesocial.com/blog/2020/04/digital-around-the-world-in-april-2020

2018-04-23

The Sun Going to Work Each Day to Support the Sorld

Graphic

The Sun Going to Work Each Day to Support the Sorld

https://fineartamerica.com/featured/the-sun-going-to-work-each-day-liana-finck.html

2019-02-23

"Capital input for math is coffee."

Quote

Venkatesh Rao

"Capital input for math is coffee."

https://twitter.com/vgr/status/1099369394491158529

2020-01-23

CHAIN REACTION: BLOCKCHAIN ENTERS THE MAINSTREAM

Report

Global Blockchain Business Council 2020 Annual Report

https://www.lw.com/thoughtLeadership/gbbc-report-blockchain-enters-mainstream

2021-12-22

Mindmap Web 3.0

Graphic

Tanay Jain

Takeaways from the MessariCrypto Theses '22, where the author of the image creates a diagram to tie things together.

https://pbs.twimg.com/media/FHQ8t0aUYAM9gN6?format=jpg&name=large

2021-12-22

Twitter is free university

Article

Easlo -

Twitter is free university. But 98.8% don’t follow the right people. In this thread you will find 10 educators to follow.

https://twitter.com/heyeaslo/status/1473881057434869763

2019-11-22

THE ECONOMIC COST OF BAD ACTORS ON THE INTERNET: FAKE NEWS

Report

"Fake news," as it is commonly known, refers to the proliferation of online reporting that is poorly sourced or completely made up. This first-ever in-depth economic analysis of the economic impact of the problem says the price tag to the global economy is $78 billion each year, with economic damage being inflicted on major sectors including politics, finance, advertising, online retail, and media.

https://info.cheq.ai/hubfs/Research/THE_ECONOMIC_COST_Fake_News_final.pdf

2021-10-22

Age of Invention: The Statute of Monopolies, Part I

Article

Anton Howes

One of the most frequently mentioned landmarks in the history of intellectual property is the Statute of Monopolies, passed by the English parliament in 1624. I’ve often seen it lauded as the beginning of the system of patents for invention, or the first patent law. I remember giving a talk a few years ago where I downplayed the role of formal institutions in encouraging the Industrial Revolution, prompting an outraged economist in the audience to point to the law as a sort of gotcha — “here’s a better explanation: with patents you incentivise invention, and the Brits had just invented patents”.

https://antonhowes.substack.com/p/age-of-invention-the-statute-of-monopolies

2018-10-22

Freelancing in America: 2018

Report

More than 1 in 3 Americans freelanced this year. Over the last five years the freelance workforce has grown by 3.7 million to 56.7 million. This is driven especially by growth among younger generations and full-time freelancers (as opposed to parttime freelancers).Americans are spending more than 1 billion hours per week freelancing, an increase of 72 million hours/week since 2015.

https://www.slideshare.net/upwork/freelancing-in-america-2018-120288770

2021-09-22

Latin America Digital Transformation Report 2021

Report

Atlantico

We are transforming atoms into bits. Books are replaced by pixels, coins disappear into wires, sculptures melt to tokens. As the world goes digital, what was once costly and scarce can now be free and abundant. Latin America's rapid digitalization, further accelerated by the pandemic, has ushered in profound changes to the region's society and economy.

https://www.atlantico.vc/latin-america-digital-transformation-report

2016-08-22

All 44 startups that launched at Y Combinator S16 Demo Day 1

Report

Overview of the 44 start-ups that from Ycombinator Demo Day

https://techcrunch.com/2016/08/22/y-combinator-demo-day-summer-2016/

2021-07-22

Bitcoin, Currencies, and Fragility

Literature/Paper

Nassim Nicholas Taleb

This discussion applies quantitative finance methods and economic arguments to cryptocurrencies in general and bitcoin in particular —as there are about 10,000 cryptocurrencies, we focus (unless otherwise specified) on the most discussed crypto of those that claim to hew to the original protocol [1] and the one with, by far, the largest market capitalization.

https://www.fooledbyrandomness.com/BTC-QF.pdf

2020-04-22

State of the Cloud Report 2020

Report

Cloud macro trends, growth strategies for founders, 2020 predictions, and why we believe the future is forged in the cloud.

https://www.bvp.com/assets/media/bessemer-state-of-the-cloud-2020.pdf

2019-04-22

Shared Micromobility in the U.S.: 2018

Report

In 2018, people took 36.5 million trips on station-based bike share systems and 38.5 million trips on shared e-scooters.

https://nacto.org/shared-micromobility-2018/

2021-03-22

Is College Still a Good Deal?

Report

Chika Dunga

Well-paying American jobs increasingly require a college degree, so more young adults are getting them—despite their rising cost. For many, living on campus to earn a four-year degree justifies the cost. However, as the pandemic has pushed campus life online, some students have questioned whether paying $40,000 in tuition makes sense. The pandemic exposed the shortcomings of the current college business model and has caused some to reimagine its future.

https://static.qz.com/membership/Quartz_is_college_good_deal.pdf

2019-03-22

Modeling Bitcoin Value with Scarcity

Literature/Paper

Plan B -

Satoshi Nakamoto published the bitcoin white paper 31/Oct 2008 [1], created the bitcoin genesis block 03/Jan 2009, and released the bitcoin code 08/Jan 2009. So begins a journey that leads to a $70bn bitcoin (BTC) market today.

https://medium.com/@100trillionUSD/modeling-bitcoins-value-with-scarcity-91fa0fc03e25

2018-03-22

FINDINGS OF THE INVESTIGATION INTO CHINA’S ACTS, POLICIES, AND PRACTICES RELATED TO TECHNOLOGY TRANSFER, INTELLECTUAL PROPERTY, AND INNOVATION UNDER SECTION 301 OF THE TRADE ACT OF 1974

Report

FINDINGS OF THE INVESTIGATION INTO CHINA’S ACTS, POLICIES, AND PRACTICES RELATED TO TECHNOLOGY TRANSFER, INTELLECTUAL PROPERTY, AND INNOVATION UNDER SECTION 301 OF THE TRADE ACT OF 1974

https://ustr.gov/sites/default/files/Section%20301%20FINAL.PDF

2016-03-22

Unlocking Innovation Through Startup Engagement

Report

Techniques and best practices from start-ups for corporate innovation

http://go.500.co/unlockinginnovation

2021-02-22

Out of the Shadows Strategic priorities for a new, more diverse competitive financial services ecosystem

Report

Financial marketers may know a great deal less about many of the people they serve than they think they do, as more consumers do business with challenger banks and other alternative sources of banking services. Even among seniors, more than one in ten deals with a 'shadow banking' provider for checking, savings, credit cards, or investments.

https://www.fico.com/en/resource-access/download/18791?access_token_b06db=68e90f1bd61b9a33f7c0a3bead13a7e9002f311e1c2f1d3a4f6fa3bb3eb34e3d

2019-02-22

"Potential is when you can accelerate faster than your environment can."

Quote

Angela Jiang

"Potential is when you can accelerate faster than your environment can."

https://angelajiang.com/asides/potential/

2019-11-21

Code Media 2019

Report

MoffettNathanson analyst Michael Nathanson's Code Media 2019 presentation. Cable/Pay TV subscriber trends

https://www.scribd.com/presentation/436233700/MN-Recode-Presentation-1

2020-10-21

Venture Pulse Q3 2020

Report

Despite ongoing concerns related to COVID-19, geopolitical tensions, the upcoming US presidential election, and a potential hard Brexit, VC investment during the quarter remained robust across all regions of the world. An increasing number of mega-deals helped drive investment value up, with three deals above $1 billion. Late-stage companies in general attracted the lions share of investment in Q320, while funding for early-stage companies continued to falter across the globe. The prolonged decline in early-stage deals activity is concerning as it will likely have negative impacts on the pipeline, particularly for Series B rounds, down the road.

https://assets.kpmg/content/dam/kpmg/xx/pdf/2020/10/venture-pulse-q3-2020-asia.pdf

2020-10-21

North American Private Equity Investment Professional Compensation Survey

Report

For this report, Heidrick & Struggles compiled compensation data from a survey of 785 investment professionals in North America. Against the backdrop of the global COVID-19 pandemic, we explored a range of topics on compensation and executives backgrounds.

https://www.heidrick.com/Knowledge-Center/Publication/2020_NA_Private_Equity_Investment_Professional_Compensation_Survey

2020-10-21

Does Palantir See Too Much?

Article

Michael Steinberger

https://www.nytimes.com/interactive/2020/10/21/magazine/palantir-alex-karp.html

2021-09-21

Taking Stock With Teens® Fall 2021

Report

pipersandler

Piper Sandler completes 42nd semi-annual Generation Z survey of 10,000 U.S. teens. Some key findings on the Fall 2021 survey conducted between August 17 and September 16: -Regional responses were 47% in the South (vs. 48% Spring); NE at 10% (same as Spring) -38% of teens hold a part-time job – up from 33% in both Spring 2021 and Fall 2020 -91% of teens this Fall went back to school in-person, 5% in a hybrid format & 4% remain virtual

https://www.pipersandler.com/1col.aspx?id=6216

2021-09-21

Bitcoin and the U.S. Fiscal Reckoning

Article

Avik Roy

Cryptocurrencies like bitcoin have few fans in Washington. At a July congressional hearing, Senator Elizabeth Warren warned that cryptocurrency "puts the [financial] system at the whims of some shadowy, faceless group of super-coders." Treasury secretary Janet Yellen likewise asserted that the "reality" of cryptocurrencies is that they "have been used to launder the profits of online drug traffickers; they've been a tool to finance terrorism."

https://www.nationalaffairs.com/publications/detail/bitcoin-and-the-us-fiscal-reckoning

2018-09-21

FRED US publically listed companies per capita

Report

Number of Listed Companies in US per Million people

https://fred.stlouisfed.org/series/DDOM01USA644NWDB

2020-08-21

Deeper Down the Rabbit Hole

Article

Knut Svanholm

When you can't know how much a person owns, and when you can't take it by force, there's just no way of enriching yourself other than by providing something of value to your fellow man.

https://www.citadel21.com/deeper-down-the-rabbit-hole

2020-07-21

Investment Thesis for Rare Earth Metals

Deck/Memo/Presentation

Chamath Palihapitiya

https://twitter.com/chamath/status/1285687458030592002

2015-07-21

"We don’t ask you for free iPhones. Please don’t ask us to provide you with our music for no compensation."

Quote

Taylor Swift

"We don’t ask you for free iPhones. Please don’t ask us to provide you with our music for no compensation."

https://www.stereogum.com/1810310/read-taylor-swifts-open-letter-to-apple-music/news/

2018-06-21

2018 Global Games Market Report

Report

1. GAMES AS IP - THINKING BIGGER 2. MOBILE GAMING - START OF A NEW GROWTH PHASE 3. GAMES AS A SERVICE IS THE NEW NORMAL - ALSO FOR CONSOLES 4. GAMING GIVES POWER TO CONSUMERS TO ACCELERATE CHANGE

https://resources.newzoo.com/hubfs/Reports/Newzoo_2018_Global_Games_Market_Report_Light.pdf

2017-06-21

Blockchains

Essay/Thoughts/Whitepaper/Opinion

Naval Ravikant

https://www.pirque.vc/blockchains/

2021-05-21

Warren Buffett story

Article

70 Million Jobs

In 1956 Warren Buffett retired at the age of 26 with a net worth of $175k (~$1.7m today). Why did Buffet retire so early and how did he return to become the greatest investor of all time?

https://twitter.com/AcquiredFM/status/1395748732222775297

2020-05-21

Initial Coin Offerings

Report

This paper examines the market for initial coin offerings (ICOs). ICOs are smart contracts based on blockchain technology that are designed for entrepreneurs to raise external finance by issuing tokens without an intermediary. Unlike existing mechanisms for early- stage finance, tokens potentially provide investors with rapid opportunities thanks to liquid trading platforms. The marketability of tokens offers novel insights into entrepreneurial finance, which I explore in this paper.

https://www.researchgate.net/publication/341555998_Initial_Coin_Offerings/l

2019-05-21

Semiconductors Segment

Report

1. Business Environment 2. Long-Term Business Strategy

https://www.sony.net/SonyInfo/IR/library/presen/irday/pdf/2019/Semicon_E.pdf

2018-05-21

Wealth

Essay/Thoughts/Whitepaper/Opinion

Naval Ravikant

https://www.pirque.vc/wealth/

2021-04-21

Lex Fridman podcast w Breedlove-conversation outline

Article

Robert Breedlove

This is a Lex Fridman podcast where along with Robert Breedlove explore sovereignty, freedom, love, money, economics, philosophy, and Bitcoin.

https://www.dropbox.com/s/p05gtkmtwgw5vtk/Lex%20Fridman%20podcast%20w%20Breedlove%20-%20conversation%20outline.pdf

2020-04-21

Bad Bot Report 2020

Report

In the 2020 Bad Bot Report you’ll learn: What bad bots do and the business behind them The tell-tale signs you have a bot problem An in-depth breakdown of bad bots by industry and the specific challenges faced Proactive steps you can take to protect your business

https://www.imperva.com/resources/resource-library/reports/2020-bad-bot-report/

2020-04-21

Cyberstates 2020

Report

The definitive guide to the U.S. tech industry and tech workforce

https://www.cyberstates.org/pdf/CompTIA_Cyberstates_2020.pdf

2021-03-21

Domino's Pizza Business Breakdown

Deck/Memo/Presentation

https://businessbreakdowns.substack.com/p/dominos-pizza

2021-03-21

The a16z Marketplace 100: 2021

Report

The a16z Marketplace 100 is an annual ranking of the largest and fastest-growing consumer-facing marketplace startups and private companies. From the 25 newcomers to the list to the emerging marketplace categories, the Marketplace 100: 2021 edition reflects the imprint of a year like no other.

https://info.a16z.com/rs/382-JZB-798/images/marketplace-100-2021.pdf

2021-01-21

Business Breakdown: Airbnb

Article

Airbnb is a market leader with powerful competitive advantages, a strong management team, and multiple reliable growth drivers. The company is facing increased competition as competitors realize the nature and goals of travel are rapidly changing for many consumers. However, Airbnb is well positioned to take advantage of pent-up travel demand post Covid-19. Unlike some of its competitors, the company is heavily exposed to consumer travel, which will remain popular, while underexposed to corporate travel, with a questionable path to recovery. If Airbnb can withstand downward price pressure from competing hotels and rental companies as the number and quality of travel offerings increase, the company will remain a market leader in the space long-term, and a favorite for those looking for a unique travel experience.

https://www.businessbreakdowns.org/airbnb/

2021-12-20

FedEx thread

Article

Startup Stories

FedEx revolutionized commerce by bringing overnight shipping to millions of customers. However, fifty years ago the company needed a hot streak at a Vegas blackjack table to survive. Here the story on how FedEx’s CEO saved his company in Sin City.

https://twitter.com/StartupStoriez/status/1473054017295106048

2021-11-20

Age of Invention: Bears, Bulls, and the Bard

Article

Anton Howes

Although I’ve changed the title, this is really the third instalment of my ongoing series on the early history of the English patent system, leading up to the widely misunderstood Statute of Monopolies of 1624. I changed the title from “Statute of Monopolies, Part III” because the series has turned out to be a lot longer than I was expecting, and I worry that you’re wondering when you’ll actually find out about the statute. Rest assured, it’s coming, but I think this is a very rich and interesting vein to explore in full.

https://antonhowes.substack.com/p/age-of-invention-bears-bulls-and

2008-11-20

The Secret History of Silicon Valley

Deck/Memo/Presentation

Steve Blank

Talk on the creation of Silicon Valley, as an entrepreneurial ecosystem.

https://www.youtube.com/watch?v=ZTC_RxWN_xo

2020-10-20

Digital 2020 October Global Statshot Report

Report

All the latest stats, insights, and trends you need to make sense of how the world is using the internet, mobile, social media, and ecommerce in October 2020. Includes in-depth profile of digital channels used for communication at work. For more reports, including the latest global trends and in-depth local data for more than 240 countries and territories around the world.

https://www2.slideshare.net/DataReportal/digital-2020-october-global-statshot-report-october-2020-v01

2009-10-20

Internet Trends 2009

Report

Mary Meeker

• Financial Market + Economy Update / Dashboard 1. Financial Markets Have Rebounded, Technology Sector = Relatively Impressive. 2. Leading Economic Indicators Seem to Have Turned Corner, Coincident / Lagging Indicators Still Weak. • Mobile = Incremental Driver of Internet User / Usage Growth 1. Mobile Internet Usage Is and Will Be Bigger than Most Think. 2. Apple Mobile Share Should Surprise on Upside Near-Term. 3. Next Generation Platforms (Social Networking + Mobile) Driving Unprecedented Change in Communications + Commerce. 4. Mobile in Japan + Desktop Internet Provide Roadmaps for Mobile Growth + Monetization. 5. 3G Adoption / Trends Vary By Geography. 6. Carriers in USA / W. Europe Face Surging Network Demand But Uncertain Economics. 7. Regulators Can Help Advance / Slow Mobile Internet Evolution. 8. Mobile-Related Share Shifts Will Create / Destroy Material Shareholder Wealth.

https://www.bondcap.com/report/it09/#view/1

2021-09-20

Tech-tonic Shifts: Technology Is Reshaping the Global Economy

Article

Chris Johnson,David Crawford,Matthew Crupi

Most of the largest creators of value in recent years, regardless of sector, have one thing in common: technology is critical to their business.

https://www.bain.com/insights/technology-reshaping-global-economy-tech-report-2021

2021-07-20

A new pro-competition regime for digital markets

Report

BEIS,DCMS

The UK is home to one of the world’s strongest economies and to leading tech and innovation ecosystems. We have created 100 tech companies with valuations over $1 billion - more than France, Germany and the Netherlands combined. We are at the forefront of emerging industries such as artificial intelligence, cyber security and fintech, and tech has created some 2.93 million jobs across the country in the last two years alone. But this is just the beginning. We are unashamedly pro-tech and want to be the most innovative, pro-enterprise government ever, unlock a new era of digital-driven growth that will fuel our recovery, help us build back better from the pandemic, and level up the entire UK.

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1003913/Digital_Competition_Consultation_v2.pdf

2021-06-20

Bitcoin, Currencies, and Bubbles

Literature/Paper

Nassim Nicholas Taleb

This discussion applies quantitative finance methods and economic arguments to cryptocurrencies in general and bitcoin in particular —as there are about 10,000 cryptocurrencies, we focus (unless otherwise specified) on the most discussed crypto of those that claim to hew to the original protocol [1] and the one with, by far, the largest market capitalization. In its current version, in spite of the hype, bitcoin failed to satisfy the notion of "currency without government" (it proved to not even be a currency at all), can be neither a short or long term store of value (its expected value is no higher than 0), cannot operate as a reliable inflation hedge, and, worst of all, does not constitute, not even remotely, safe haven for one’s investments, shield against government tyranny, or tail protection vehicle for catastrophic episodes.

https://www.dropbox.com/s/5jwrgf9l4j41dtx/Taleb%20-%20Bitcoin_Currencies_and_Bubbles.pdf

2021-05-20

From its myriad tips

Article

Francis Gooding

Try to imagine what it is like to be a fungus. Not a mushroom, pushing up through damp soil overnight or delicately forcing itself out through the bark of a rotting log: that would be like imagining the grape rather than the vine.

https://www.lrb.co.uk/the-paper/v43/n10/francis-gooding/from-its-myriad-tips

2020-05-20

The Impact of COVID-19 on Global Startup Ecosystems

Report

Global venture capital funding has dropped by about 20 percent since the onset of the crisis in December 2019. The drop, however, is far from evenly distributed.

https://startupgenome.com/all-reports

2019-05-20

Postmates Initiation

Report

Postmates is one of the four major on-demand delivery companies in the United States. It has seen steady growth since its founding in 2011 and has developed into a renowned brand with strong, impressive growth, especially in the last 12 months. The company has been a pioneer in the food delivery and subscription-pricing model.

https://mvp.vc/research-reports/

2016-04-20

The Cannabis Gold Rush: 50+ Startups Across Delivery, Compliance, News, And More

Report

List of 50+ Startups which are attempting to enter the cannabis market. Includes a list of companies in a variety of capacities within the market

https://www.cbinsights.com/research/cannabis-startup-market-map/

2020-02-20

SOVEREIGN WEALTH FUNDS 2019

Report

The 2019 Sovereign Wealth Funds Report analyzes the most recent trends in the SWFs industry, the largest deals and the sectors most targeted, including technology, life sciences, real estate, services and infrastructure. The time between 2018 and 2019 marked a record high of SWFs assets under management, reaching $8.3 trillion globally. Geographically, three countries — the United States, China, and India — remained the top destinations for SWFs. The 2019 report covers the difficult task of SWFs of reconciling short-term results with long-term investment horizons.

https://docs.ie.edu/cgc/research/sovereign-wealth/SOVEREIGN-WEALTH-RESEARCH-IE-CGC-REPORT_2019.pdf

2020-01-20

Digital Asset Investment Report

Report

Grayscale raised $607.7 million in 2019, surpassing cumulative investment from 2013 through 2018 combined. Cumulative investment across the Grayscale family of products since inception reached $1.17 billion. Grayscale saw back-to-back quarterly investment in excess of $225 million in 3Q19 and 4Q19. Grayscale Bitcoin Trust 4Q19 investment of $193.8 million marked the largest quarterly capital raise since inception.8

https://grayscale.co/wp-content/uploads/2020/01/Grayscale-Digital-Asset-Investment-Report-2019-January-2020.pdf

2019-01-20

"That's not fraud. That is, uh, I would call that false advertising."

Quote

Ja Rule

"That's not fraud. That is, uh, I would call that false advertising."

https://mashable.com/article/fyre-festival-documentary-ja-rule-tweet-storm-angry/

2020-12-19

MoneyTree Report Q3 2020

Report

Q320 FUNDING TO US-BASED, VC-BACKED COMPANIES IS THE SECOND STRONGEST QUARTER EVER VC investments to US-based, VC-backed companies hit a 7-quarter high in Q320 at $36.5B, up 22% year-over-year (YoY) and 30% from Q220. While deal activity has shown small increases each quarter so far this year, Q320 deals are still down 11% YoY amid the pandemic.

https://www.pwc.com/us/en/moneytree-report/assets/MoneyTree_Report_2020_Q3.pdf

2021-11-19

Bitcoin Interest Rates

Article

Nik Bhatia

The numerical commodity has become a collateral powerhouse. Subjects on this article: -A suite of interest rates -Perpetual funding rates -Treasury repo: a pawn shop for bonds -Mortgages and rental income -A powerhouse collateral -The bitcoin yield curve

https://thebitcoinlayer.substack.com/p/bitcoin-interest-rates

2021-10-19

March 2019 FBI CAST Cellular Analysis & Geo-Location Field Resource Guide

Report

CAST

CAST brings unique expertise to cases in which cellular telephone information serves an important evidentiary role in the investigation. When necessary, CAST will utilize industry standard survey gear drive test equipment to determine the true geographical coverage breadth of a cell site sector.

https://propertyofthepeople.org/document-detail/?doc-id=21088576

2020-10-19

Infrastructure 500 2020

Report

Bentley Infrastructure 500 is a ranking of infrastructure owners compiled by the CAD software company Bentley Systems.

https://prod-bentleycdn.azureedge.net/-/media/files/documents/bi-500/2020_bi500_en_a4_lr.pdf?la=en&modified=20201019120848&hash=9B76C94FBB5A8730F8BF9BD7EEE95EF6D4156064

2021-09-19

Only The Strong Survive

Literature/Paper

Big Al,Allen Farrington

In this piece we discuss our concerns around the broader “crypto” space beyond Bitcoin. Our arguments revolve around three primary themes: Philosophical, Technical, and Economic. From a philosophical perspective, we discuss the core properties that make Bitcoin work and that make it unique, in our view. From a technicalperspective, we evaluate how these properties are lacking to a greater or lesser extent in alternative “cryptoassets,” having been designed out again on questionable philosophical justifications. From an economic perspective, we walkthrough our concerns that “crypto” has not shown a path to establishing a basis for justifiable real-world value, explain why we believe this would be very difficult to ever accomplish, and suggest therefore that their technical flaws are especially vulnerable. Given the complexity of the task we have set ourselves, this piece is intended to bring our arguments into long form and provide a discussion base for good faith disagreement.

https://www.uncerto.com/only-the-strong-survive

2021-08-19

Electric Cars: The Battery Challenge

Article

Davide Castelvecchi

The age of the electric car is upon us. Earlier this year, the US automobile giant General Motors announced that it aims to stop selling petrol-powered and diesel models by 2035. Audi, based in Germany, plans to stop producing such vehicles by 2033. Many other automotive multinationals have issued similar road maps. Highlights: -In the coming decades, hundreds of millions of vehicles will hit the roads, carrying massive batteries inside them. And each of those batteries will contain tons of kilograms of materials that have yet to be mined. -Because it is still less expensive, in most instances, to mine metals than to recycle them, a key goal is to develop processes to recover valuable metals cheaply enough to compete with freshly mined ones. -Electric cars which are still more expensive than conventional ones - should reach price parity by the mid-2020s. -Other labs around the world are working on cobalt-free batteries: in particular, the pioneering EV maker Tesla. -Unlike conventional cathode materials, disordered rock salts do not require cobalt or nickel to remain stable during the process. In particular, they can be made with manganese, which is cheap and plentiful,... -The vas majority of lithium-ion batteries are produced in China, Japan and South Korea... -Some North American start up firms say they can already recover the majority of a batterie's metals, including lithium, at costs that are competitive with those of mining them... -"Over 98% of lead-acid batteries are recovered and recycled"... -...the battery pack (20yrs lifecycle) will outlive the vehicle it was built into.

https://media.nature.com/original/magazine-assets/d41586-021-02222-1/d41586-021-02222-1.pdf

2020-08-19

How Coinbase works

Article

Peter Ramsey

From a user experience perspective, buying, storing, trading and selling cryptocurrency—like Bitcoin—is still a pretty rough experience. There’s a steep learning curve, terminology to understand and a regular supply of horror stories about hackers stealing cryptocurrency to make the experience uncomfortable for most. Coinbase is on a mission to change that. They want to make buying cryptocurrency feel safer and simpler, in the hope that it entices new investors, who would otherwise be put off by the idea of managing their own digital wallet. But how could the user experience be better? Is it good enough?

https://builtformars.com/case-studies/how-coinbase-works

2019-08-19

"Learning will be the new work."

Quote

Larissa Schiavo

"Learning will be the new work."

https://medium.com/@larissafschiavo/industrial-revolution-66aee1b2cc2d

1755-07-19

An Essay on Economic Theory

Essay/Thoughts/Whitepaper/Opinion

Richard Cantillon

Here is the first accurate translation of Richard Cantillon's 1755 masterpiece on economics. This treatise is widely credited with being the first to describe the market process as one driven by entrepreneurship. William Stanley Jevons, in the first blush of discovery, proclaimed Cantillon’s Essai, “the cradle of political economy.”

https://cdn.mises.org/An%20Essay%20on%20Economic%20Theory_2.pdf

2017-06-19

Token Mechanics for a Decentralized Insurance Platform

Report

The purpose of this document, which will be part of the Etherisc White paper soon, is to give an analysis of basic principles of insurance and a deduction on how we can build a token system on top of these principles, which is sustainable and sound (later in this paper we will describe which kind of tokens we consider to be “sustainable” and “sound”).

https://etherisc.com/files/token_mechanics_1.0_en.pdf

2020-05-19

STATE OF SOFTWARE SECURITY Open Source Edition

Report

A unique companion guide to our annual State of Software Security report, this Open Source Edition of the report offers in-depth analysis of the open source libraries in 85,000 applications. ... What types of vulnerabilities are most common in open source libraries?

https://www.veracode.com/sites/default/files/pdf/resources/reports/state-of-software-security-open-source-edition-veracode-report.pdf

1998-05-19

New evidence for the power-law distribution of wealth

Literature/Paper

Sorin Solomon,Moshe Levy

We present a non-conventional approach for studying the distribution of wealth in society. We analyze data from the 1996 Forbes 400 list of the richest people in the US. Our results confirm that wealth is distributed according to a power law. The measured exponent of the power-law is 1.36. As theoretically predicted, this value is in close agreement with the exponent of the Lévy distribution of stock market fluctuations.

https://www.sciencedirect.com/science/article/abs/pii/S0378437197002173?via%3Dihub

2018-04-19

The Global Findex Database 2017

Report

The Global Findex database is the world’s most comprehensive data set on how adults save, borrow, make payments, and manage risk. Launched with funding from the Bill & Melinda Gates Foundation, the database has been published every three years since 2011. The data are collected in partnership with Gallup, Inc., through nationally representative surveys of more than 150,000 adults in over 140 economies

https://globalfindex.worldbank.org/

2020-03-19

The Infinite Dial 2020

Report

The Infinite Dial® study uses the gold standard of nationally representative survey research—a random probability telephone sample comprised of both mobile phones and landlines— of all Americans ages 12 and older. Findings from the Infinite Dial have become the barometer on digital audio and other digital media consumption, and is widely used and quoted by broadcasters, podcasters, online radio publishers, ad agencies, and the financial community.

http://www.edisonresearch.com/wp-content/uploads/2020/03/The-Infinite-Dial-2020-from-Edison-Research-and-Triton-Digital.pdf

2020-01-19

2020 EDELMAN TRUST BAROMETER: Global Report

Report

The 2020 Edelman Trust Barometer reveals that despite a strong global economy and near full employment, none of the four societal institutions that the study measures—government, business, NGOs and media—is trusted. The cause of this paradox can be found in people’s fears about the future and their role in it, which are a wake-up call for our institutions to embrace a new way of effectively building trust: balancing competence with ethical behavior.

https://cdn2.hubspot.net/hubfs/440941/Trust%20Barometer%202020/2020%20Edelman%20Trust%20Barometer%20Global%20Report.pdf

2017-12-18

International Communications Market Report 2017

Report

The aim of the report is to compare the UK communications sector with 16 countries in order to assess how the UK is performing in an international context. This report is intended to be used in a number of ways: to benchmark the UK’s communications sector, to learn from market and regulatory developments in other countries,

https://www.ofcom.org.uk/__data/assets/pdf_file/0032/108896/icmr-2017.pdf

2021-11-18

Taxing carried interest as ordinary income and the potential impact on new venture fund formation

Literature/Paper

Yael V. Hockberg,John Manuel Barrios

We explore the potential impact of taxation of carried interest at ordinary income rates on the economic attractiveness of new VC fund formation and its potential impact across US states.

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3939267&utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosprorata&stream=top

2019-11-18

China Media Inflation Trend Report

Report

The overall economic environment in China shows a lower growth rate with an estimated increase on the CPI, where total media spend is only 2.8% higher than the same period last year. This is much lower than the comparison between Y2018 and Y2017. This will have a negative effect on the inflation of media price. However, the Chinese government has plans to reduce the interest rate to push consumer spending, which is good news for advertisers.

https://rthree.com/insights/china-media-inflation-trend-report-2020/

2019-11-18

State of Digital Marketing 2019

Report

LUMA presents its annual State of Digital Marketing, which covers our views on the market, industry trends, and the future of the ecosystem with a specific focus on digital marketing.

https://lumapartners.com/content/presentations/lumas-state-of-digital-marketing-2019/

2002-11-18

Internet Trends 2003

Report

Mary Meeker

Having evolved from five million Internet users in 1995 to an estimated 500 million now, the Internet has experienced the type of change that is common in the development and acceptance of a new, dramatic, and wide-reaching technology. With our research over the years we have endeavored to determine how that change would occur — before it occurred.

https://www.bondcap.com/report/it03/#view/1

2011-10-18

Internet Trends 2011

Report

Mary Meeker

1. Globality – We Aren’t In Kansas Anymore… 2. Mobile – Early Innings Growth, Still… 3. User Interface – Text  Graphical  Touch / Sound / Move 4. Commerce – Fast / Easy / Fun / Savings = More Important Than Ever… 5. Advertising – Lookin’ Good… 6. Content Creation – Changed Forever 7. Technology / Mobile Leadership – Americans Should Be Proud 8. Mega-Trend of 21st Century = Empowerment of People via Connected Mobile Devices 9. Authentic Identity – The Good / Bad / Ugly. But Mostly Good? 10. Economy – Lots of Uncertainty 11. USA Inc. – Pay Attention! 12. Closing Thoughts

https://www.bondcap.com/report/it11/#view/1

2007-10-18

Internet Trends 2007

Report

Mary Meeker

• Tech stock performance strong reflecting future expectations - for now • Consumer demand for Internet-enabled services / products is strong • Innovation in wireless products is accelerating • Storage needs continue to ramp • Data center growth is robust • Emerging markets pacing next wave of technology adoption • Enterprises may be coming out of relative purchasing funk • Recession(s) = very serious potential challenge

https://www.bondcap.com/report/it07/#view/1

2021-08-18

Organizing the World's Ambition

Article

David Booth

A few weeks ago we released the On Deck Series A Investor Memorandum to the public. Written ahead of our January 2021 fundraise, the memo laid out our vision for On Deck as "Stanford for the internet”— a “modern education institution” and digital campus where top technology talent and ambitious builders go to start or join a company, develop new skills, build relationships, and accelerate their careers.

https://beondeck.com/post/organizing-the-worlds-ambition

2018-07-18

Media Nations: Interactive report

Report

The report reviews key trends in the television and audiovisual sector as well as the radio and audio sector. In these reports we provide data and analysis on traditional broadcast television and radio services, and look at the take-up and impact of subscription on-demand and streaming services.

https://www.ofcom.org.uk/research-and-data/tv-radio-and-on-demand/media-nations-reports/media-nations-2018/interactive-report

2020-06-18

Second special issue on the e-krona

Report

The second issue of Sveriges Riksbank Economic Review in 2020 has a special theme, namely central bank digital currencies (CBDC) and the e-krona. Regular readers of the Economic Review may remember that there was a theme issue on the e-krona in 2018 which summarized some of the work that had been done then. The Riksbank has since continued to delve into various aspects of CBDC, both from an analytical and a practical perspective. Some of this work is summarized in this issue.

https://www.riksbank.se/globalassets/media/rapporter/pov/engelska/2020/economic-review-2-2020.pdf

2019-06-18

Cloud Adoption and Risk Report

Report

We analyzed the types of sensitive data in the cloud and how they're shared, examined IaaS security and adoption trends, and reviewed common threats in the cloud. We have uncovered the largest areas of risk in cloud computing today.

https://www.mcafee.com/enterprise/en-us/forms/gated-form-thanks.html

2019-06-18

SpaceX Initiation Report

Report

Space Exploration Technologies Corp (SpaceX) emerged as the leading global launch service provider and number one in terms of revenue in 2018. It had more launches than not just other companies but most other countries in 2017 and 2018.

https://mvp.vc/research-reports/

2018-06-18

The Resiliance of Costco

Report

For 40 years, Costco has succeeded with a simple formula: reinvest merchandising profits into lower prices and better products; be a disciplined operator; and treat customers and employees well. But with greater share of shopping moving online, it’s fair to wonder if the company's best days are behind it. The deck below will explore this in detail.

https://minesafetydisclosures.com/blog/2018/6/18/costco

2019-04-18

Global Consumer Insights Survey 2019

Report

PwC’s 10th annual Global Consumer Insights Survey (GCIS) — which gathers the sentiments of more than 21,000 online consumers in 27 territories — shows that in addition to the traditional return on investment (ROI) metrics used to determine a company’s success, we need to introduce another metric, one with a laser focus on customer experience: return on experience. Whether your organisation is in the business of household goods, health services, selling cars or financial services, delivering a superior experience will be what makes you a winner.

https://www.pwc.com/gx/en/consumer-markets/consumer-insights-survey/2019/report.pdf

2021-03-18

Artificial Intelligence Index Report 2021

Database/List/Ranking

The AI Index Report tracks, collates, distills, and visualizes data related to artificial intelligence. Its mission is to provide unbiased, rigorously vetted, and globally sourced data for policymakers, researchers, executives, journalists, and the general public to develop intuitions about the complex field of AI. The report aims to be the world’s most credible and authoritative source for data and insights about AI.

https://aiindex.stanford.edu/wp-content/uploads/2021/03/2021-AI-Index-Report_Master.pdf

2022-01-18

GPS

Article

Bartosz Ciechanowski

Global Positioning System is, without a doubt, one of the most useful inventions of the late 20th century. It made it significantly easier for ships, airplanes, cars, and hikers to figure out where they are with high degree of accuracy.

https://ciechanow.ski/gps/

2020-12-17

Crypto Theses for 2021

Report

Ryan Selkis

Key trends, people, companies, and projects to watch across crypto, Bitcoin and Ethereum, with predictions for 2021

https://messari.io/pdf/messari-report-crypto-theses-for-2021.pdf

2019-12-17

State of Startups 2019

Report

For the first time ever, we heard from 950 founders *and* employees on everything from Glassdoor reviews and remote work to mental health and pressure on CEOs. Here's what they told us:

https://stateofstartups2019.firstround.com/

2019-12-17

2020 Venture Capital Outlook

Report

Forecasting the primary trends that will shape VC in years to come

https://files.pitchbook.com/website/files/pdf/PitchBook_2020_Venture_Capital_Outlook.pdf

2020-09-17

How Klarna works

Article

Peter Ramsey

Klarna is one of the biggest ‘buy-now, pay-later’ services in the world, and you’ll probably have seen their logo in a few familiar places, like ASOS, Topshop and Wayfair. The idea is that you can buy something from one of their participating retailers, receive the item, and pay for it through Klarna later on. And it seems to be working well. As I write this, Klarna is a $10 billion company, and they claim to process more than a million transactions every day. So, you can imagine how meaningful a 1% improvement in their customer retention would be. Even 0.1% would be noticeable. Well, let’s explore the UX mistakes that Klarna are making, and ultimately how they could improve their product fairly easily.

https://builtformars.com/case-studies/how-klarna-works

2019-09-17

“Economists don’t actually understand macroeconomics.”

Quote

Bill Gates

“Economists don’t actually understand macroeconomics.”

https://qz.com/1709972/bill-gates-economists-dont-actually-understand-macroeconomics/

2019-09-17

US Solar Market Insight Executive Summary Q3 2019

Report

In Q2 2019, the U.S. solar market installed 2.1 GWdc of solar PV, representing a 7% decline from Q2 2018.

https://www.seia.org/research-resources/solar-market-insight-report-2019-q3

2019-09-17

Global Mobile Market Report

Report

Newzoo’s Global Mobile Market Report: Insights into the World’s 3.2 Billion Smartphone Users, the Devices They Use & the Mobile Games They Play

https://resources.newzoo.com/hubfs/Reports/2019_Free_Global_Mobile_Market_Report.pdf

2018-09-17

The Future of Jobs Report

Report

The Fourth Industrial Revolution is interacting with other socio-economic and demographic factors to create a perfect storm of business model change in all industries, resulting in major disruptions to labour markets. New categories of jobs will emerge, partly or wholly displacing others. The skill sets required in both old and new occupations will change in most industries and transform how and where people work. It may also affect female and male workers differently and transform the dynamics of the industry gender gap.

http://www3.weforum.org/docs/WEF_Future_of_Jobs_2018.pdf

1999-09-17

IPO

Filing

Goldman Sachs

@bgurley: "Here is how your underpriced IPO is used to generate other financial benefits for your investment bank. Once again, the company is being "served up" to create value for institutional clients. Here is it in black/white email."

https://s3.amazonaws.com/s3.documentcloud.org/documents/612501/nocera-documents.pdf

2021-08-17

Blockchains are the new app stores

Essay/Thoughts/Whitepaper/Opinion

Chris Dixon

If you were ambitious, risk-seeking founder in the mobile golden age circa 2009-12, you built a new mobile app. That was when Uber, WhatsApp, Instagram, Venmo, Snapchat, and many other top apps were built.

https://twitter.com/cdixon/status/1427452478035959808

2018-07-17

The Mobile Economy Sub-Saharan Africa 2018

Report

For many consumers across Sub-Saharan Africa, the mobile phone is not just a communication device but also the primary channel to get online, as well as a vital tool to access various life-enhancing services. Mobile adoption in the region has grown rapidly in recent years: overall subscriber penetration reached 44% in 2017, up from just 25% at the start of this decade. Access to mobile connectivity is vital to empowering consumers and driving economic growth. The technology enhances access to many essential services, including education, health and utilities, while also enabling business models that support the efficient and sustainable delivery of key services through mobile-based platforms such as mobile money and cellular IoT.

https://data.gsmaintelligence.com/api-web/v2/research-file-download

2018-07-17

The Mobile Economy 2018

Report

Having surpassed 5 billion people connected to mobile services in 2017, the global mobile industry will reach further milestones over the next eight years. The number of unique mobile subscribers will reach 5.9 billion by 2025, equivalent to 71% of the world’s population. Growth will be driven by developing countries, particularly India, China, Pakistan, Indonesia and Bangladesh, as well as Sub-Saharan Africa and Latin America. The speed of growth is slowing though, with most of the developed world approaching saturation. The more significant growth opportunity will lie in mobile internet – a market that will add 1.75 billion new users over the next eight years, reaching a milestone of 5billion mobile internet users in 2025.

https://www.gsma.com/mobileeconomy/wp-content/uploads/2018/05/The-Mobile-Economy-2018.pdf

2017-07-17

"If Amazon is in your line of business: Sell now. If Amazon is not in your line of business: Sell now; your business sucks."

Quote

"If Amazon is in your line of business: Sell now. If Amazon is not in your line of business: Sell now; your business sucks."

https://twitter.com/gselevator/status/887023115288576000

2020-04-17

Our New World 2020

Report

Mary Meeker

We are in an environment the likes of which we have not experienced before… In this informal note, we have compiled observable trends that help form our views of the present and should provide insights into the future.

https://www.visualcapitalist.com/wp-content/uploads/2020/04/Our_New_World.pdf

2020-04-17

2019 Deloittle Global Human Capital Trends

Report

In 2019, an intensifying combination of economic, social, and political issues is forcing HR and business leaders to learn to lead the social enterprise—and reinvent their organizations around a human focus. Explore this year's trends below.

https://www2.deloitte.com/content/dam/insights/us/articles/5136_HC-Trends-2019/DI_HC-Trends-2019.pdf

2019-04-17

2019 Bad Bot Report

Report

Distil Networks’ 2019 Bad Bot Report investigates the daily attacks that sneak past sensors and wreak havoc on websites. It’s based on 2018 data collected from Distil Networks’ global network and includes hundreds of billions of bad bot requests anonymized over thousands of domains. Our goal is to offer guidance about the nature and impact of automated threats to those of you on the frontlines of website security.

https://www.imperva.com/resources/resource-library/reports/2020-Bad-Bot-Report/

2018-04-17

Global Startup Ecosystem Report 2018

Report

This report dives into leading startup ecosystem sub-sectors (or verticals) answering strategic questions for our global community of founders, talent, investors and supporters: which sub-sectors are growing the fastest, attracting investor attention, and creating bigger successes

https://startupgenome.com/all-reports

2021-02-17

Autonomous trucks lead the way

Article

Driverless trucks are already heading out to the highway, as shipping companies increasingly look to autonomous technology to meet rising demand for goods. The focus now: determining the best way to hand off trailers from machine to human.

https://www2.deloitte.com/us/en/insights/focus/future-of-mobility/autonomous-trucks-lead-the-way.html

2021-02-17

The UNCTAD B2C E-commerce Index 2020

Database/List/Ranking

Switzerland replaced the Netherlands at the top of UNCTAD's Business-to-Consumer (B2C) E-commerce Index 2020, which ranks 152 countries on their readiness to engage in online commerce.

https://unctad.org/system/files/official-document/tn_unctad_ict4d17_en.pdf

2020-02-17

2019 Review: High-growth SaaS IPOs

Report

Alex Clayton

Last year I wrote a post summarizing the 2018 cohort of SaaS IPOs. Not surprisingly, more SaaS companies went public in 2019 (although not as many as in 2018). We're likely to see a significant amount in 2020 given the current market environment and strong public market interest in SaaS companies.

https://www.meritechcapital.com/blog/2019-review-high-growth-saas-ipos-2

2020-02-17

Cisco Annual Internet Report

Report

The Cisco Annual Internet Report is a global, regional and country level forecast/analysis that assesses digital transformation and is developed by the same analyst team that created the Cisco Visual Networking Index (VNI) Forecast. The report covers fixed broadband, Wi-Fi, and mobile (3G and below, 4G, 5G) networking.

https://www.cisco.com/c/en/us/solutions/collateral/executive-perspectives/annual-internet-report/white-paper-c11-741490.pdf

2018-01-17

“The work ethic in Chinese tech companies far outpaces their US rivals.”

Quote

Michael Moritz

“The work ethic in Chinese tech companies far outpaces their US rivals.”

https://www.ft.com/content/42daca9e-facc-11e7-9bfc-052cbba03425

2017-01-17

App Annie 2017 Retrospective

Report

The numbers from 2017 certainly inspire confidence. There’s been a 60% growth in the number of app downloads globally, consumer spend has more than doubled, and time spent in apps spiked by 30%, to the point where each user spends about 43 days per year in apps.

https://s3.amazonaws.com/files.appannie.com/reports/1801_Report_2017_Retrospective_EN.pdf

2020-12-16

Consumer Trends

Report

A 102-slide presentation highlighting the years most important and interesting trends in food and beverage, beauty, fitness, e-commerce, and more. Topics include the shift to online grocery (and what it means), unbundling the shopping cart, what Millennials and Gen. Z prefer about 2020 living, and why DTC is here to stay.

https://newconsumer.com/wp-content/uploads/2020/12/Consumer-Trends-2021.pdf

2020-12-16

Tobi Lütke

Bio/Obituary/Profile/Interview

Welcome to the third interview on 'The Observer Effect'. We are lucky to have one of the most interesting founders in technology and commerce - Tobi Lütke, Founder and CEO of Shopify. Tobi is one of the most thoughtful and first principles oriented founders I've met and this was a fascinating conversation.

https://www.theobservereffect.org/tobi.html

2020-12-16

Marketplaces Year in Review 2020

Report

2020 was the best year for e-commerce marketplaces in over a decade. E-commerce growth had a step change, and marketplaces captured most of it. In aggregate, it was the most successful year for sellers and brands that transact through them, too. The Year in Review looks at the state of marketplaces and describes the most important trends.

https://www.marketplacepulse.com/marketplaces-year-in-review-2020

2019-12-16

NVCA 2020 Yearbook

Report

The US venture capital (VC) industry ended the decade on a high note in 2019. For the second consecutive year, high-growth startups raised more than $130 billion, and 2019 represented the second year on record (after 2015) where more than 10,000 venture-backed companies received an investment. From 2010 to 2019, investors deployed $761 billion into 87,000+ venture-backed companies across 94,000+ financings to start, build, and grow their businesses across the country.

https://nvca.org/wp-content/uploads/2020/03/NVCA-2020-Yearbook.pdf

2020-11-16

A Sober Look at SPACs

Literature/Paper

Michael Klausner,Michael Ohlrogge

A Special Purpose Acquisition Company (“SPAC”) is a publicly listed firm with a two-year lifespan during which it is expected to find a private company with which to merge and thereby bring public. SPACs have been touted as a cheaper way to go public than an IPO. This paper analyzes the structure of SPACs and the costs built into their structure. We find that costs built into the SPAC structure are subtle, opaque, and far higher than has been previously recognized. Although SPACs raise $10 per share from investors in their IPOs, by the time the median SPAC merges with a target, it holds just $6.67 in cash for each outstanding share. We find, first, that for a large majority of SPACs, post-merger share prices fall, and second, that these price drops are highly correlated with the extent of dilution, or cash shortfall, in a SPAC. This implies that SPAC investors are bearing the cost of the dilution built into the SPAC structure, and in effect subsidizing the companies they bring public. We question whether this is a sustainable situation. We nonetheless propose regulatory measures that would eliminate preferences SPACs enjoy and make them more transparent, and we suggest alternative means by which companies can go public that retain the benefits of SPACs without the costs.

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3720919

2010-11-16

Internet Trends 2010

Report

Liang Wu,Scott Devitt,Mary Meeker

Ten questions Internet execs should ask and answer.

https://www.bondcap.com/report/it10/#view/1

2021-09-16

LEGO: The toy of smart investors

Article

Julia Kishilova,Victoria Dobrynskaya

We study financial returns on alternative collectible investment assets, such as toys, using LEGO sets as an example. Such iconic toys with diminishing over time supply and high collectible values appear to yield high returns on the secondary market.

https://www.sciencedirect.com/science/article/abs/pii/S0275531921001604?via%3Dihub

2014-09-16

Zero to One: Notes on Startups, or How to Build the Future

Book

Peter Thiel

The great secret of our time is that there are still uncharted frontiers to explore and new inventories to create.

https://amzn.to/2K2Cy5a

2021-08-16

2021 American College Student Freedom, Progress and Flourishing Survey

Report

Clay Routledge,John Bitzan

The American College Student Freedom, Progress and Flourishing Survey is an annual survey conducted by the Sheila and Robert Challey Institute for Global Innovation and Growth. The survey assesses student perceptions about viewpoint diversity and campus freedom; human progress and beliefs about the future; and student attitudes toward entrepreneurship, capitalism and socialism, and how college is influencing their views.

https://www.ndsu.edu/fileadmin/challeyinstitute/Research_Briefs/2021_American_College_Student_Survey.pdf

2021-08-16

How Coinbase Ventures Became one of Crypto's busiest VC's without any full time staff

Article

Alex Konrad

Unlike some other corporate investors, Coinbase's venture capital investments don't come from a dedicated fund, but off its balance sheet. The company writes checks of $50,000 to $250,000 in seed rounds and larger, if necessary later on. And with its volume of deals and lack of dedicated staff, Coinbase Ventures prefers to join rounds led by other VC firms and not take board seats.

https://www.forbes.com/sites/alexkonrad/2021/08/16/inside-coinbase-ventures-approach-crypto-vc

2019-07-16

The State of Mobile Internet Connectivity 2019

Report

In 2018, almost 300 million people connected to mobile internet for the first time, bringing the total connected population to more than 3.5 billion people globally. For many of these individuals, mobile is the only method of accessing the internet, so growth in mobile internet adoption also drives digital inclusion, especially in low- and middle-income countries

https://www.gsma.com/mobilefordevelopment/wp-content/uploads/2019/07/GSMA-State-of-Mobile-Internet-Connectivity-Report-2019.pdf

2020-06-16

THE U.S. MID-YEAR REPORT JUNE 2020

Report

The June 2020 U.S. mid-year forecast is marked by declines in consumer and advertising spend across the board. The COVID pandemic sharply transformed the economic expectations from growth as recently as mid-March to the worst economic decline since the peak of the Great Depression in 1932.

https://dmx9040v9xyo8.cloudfront.net/uploads/2020/06/groupmusadvertisingforecast-1.pdf

2020-06-16

Giving USA 2020: Issues & Trends Presentation

Report

American individuals, bequests, foundations and corporations gave an estimated $449.64 billion to U.S. charities in 2019, placing it among the highest years ever for charitable giving, according to findings in Giving USA 2020: The Annual Report on Philanthropy for the Year 2019, released today.

https://nonprofitquarterly.org/wp-content/uploads/2020/06/Giving-USA-2020-Slides.pdf

2018-05-16

We already got the memo about the leaks. It was leaked.

Graphic

We already got the memo about the leaks. It was leaked.

https://www.newyorker.com/cartoons/daily-cartoon/wednesday-may-16th-leak-memo

2012-04-16

Acqui-Hiring

Literature/Paper

Gregg D. Polsky,John F. Coyle

A paper offering one of the first formal-description on the acqui-hire phenomenon.

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2040924

2021-03-16

Tech Nation Report 2021

Report

Insights from the Tech Nation Report 2021 reveal a number of successes the UK can celebrate, including world-leading growth in deep tech investment at 17%, while North America and Asia both experienced falling rates between 2019 and 2020.

https://technation.io/report2021/

2021-03-16

The Global Payments Report

Report

The 2020 Worldpay from FIS’ Global Payments Report helps businesses navigate the payment pathways that connect us all. Our research starts at global and regional levels before diving into detailed analysis of payments in 40 select countries, from Argentina to Vietnam. We then look beyond the numbers with key insights on compelling trends from our team of payment experts. We’ll also help you understand how you can apply these insights to your business.

https://offers.worldpayglobal.com/rs/850-JOA-856/images/1149143%20GPR%20DIGITAL%20ALL%20PAGES%20SINGLES%20RGB%20FNL9.pdf

2018-02-16

"We move more people than the entire airline industry."

Quote

Dara Khosrowshahi

"We move more people than the entire airline industry."

https://www.goldmansachs.com/insights/talks-at-gs/dara-khosrowshahi.html

2018-02-16

"Cars are to us as books are to Amazon. We will do more verticals in transportation. Uber Eats will be the largest delivery company, ex-China, this year."

Quote

Dara Khosrowshahi

"Cars are to us as books are to Amazon. We will do more verticals in transportation. Uber Eats will be the largest delivery company, ex-China, this year."

https://www.goldmansachs.com/insights/talks-at-gs/dara-khosrowshahi.html

2021-01-16

State of Batteries Report 2020

Report

The State of Batteries Report summarizes what we consider to be the most significant developments in the battery industry. This report seeks to provide a comprehensive and accessible overview of the current state of battery research, industry, talent, and policy. We hope to catalyze in-depth conversations on the state of batteries and its trajectory for the future.

https://www.batterybrunch.org/state-of-batteries-report

2020-01-16

DECIPHERING RUSSIA’S “SOVEREIGN INTERNET LAW”

Report

Alena Epifanova

In November 2019, Vladimir Putin’s regime introduced new regulations that create a legal framework for centralized state management of the internet within Russia’s borders. Although full implementation will be extremely difficult, this framework will likely lead to tighter state control over society and additional complications for domestic and foreign companies. The regulations are expected to accelerate the fragmentation of the global internet and to increase Russian reliance on Chinese technology.

https://dgap.org/sites/default/files/article_pdfs/dgap-analyse_2-2020_epifanova_0.pdf

2020-12-15

2020 Shareholder letter

Essay/Thoughts/Whitepaper/Opinion

Ross Stevens

MY “BIG FOUR” BITCOIN AHA-MOMENTS Bitcoin is a journey, not a destination, and everyone is on their own path. Every morning when I study Bitcoin, I find myself deeper in awe, humbled by the power, and potential, of its unstructured simplicity. The more I learn about Bitcoin, the more I realize how much there is to know, and how much I want to know. There’s beauty in Bitcoin.

https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/Stone-Ridge-2020-Shareholder-Letter.pdf

2020-12-15

Global Mobile Trends 2021

Report

Beyond Covid-19, our report analyses the telecom industrys underlying trends, such as 5G adoption, which are building momentum and shaping the telecom sector outlook. Other trends include network transformation and the shift to open RAN; enterprise digitisation; changes to consumer entertainment consumption from streaming and immersive reality; and the 4G smartphone wave in emerging markets. Provided there is a gradual economic recovery in 2021, we expect activity in each of these areas to gather pace, said the GSMA Intelligences Head of Research, Tim Hatt.

https://data.gsmaintelligence.com/api-web/v2/research-file-download?id=58621970&file=141220-Global-Mobile-Trends.pdf

2020-12-15

Global Competitiveness Report Special Edition 2020

Report

The Global Competitiveness Report series has since its first edition aimed to prompt policy-makers beyond short term growth and to aim for long-run prosperity. The 2020 special edition is dedicated to elaborating on the priorities for recovery and revival, and considering the building blocks of a transformation towards new economic systems that combine productivity, people and planet targets.

http://www3.weforum.org/docs/WEF_TheGlobalCompetitivenessReport2020.pdf

2019-11-15

Cash an inefficient and outdated means of payment

Report

Cash is outdated, inefficient and bad for your health What needs to be done to encourage, optimize and replace?

https://www.finansnorge.no/siteassets/kurs-og-konferanser/2019/betalingsformidlingskonferansen-2019/presentasjoner/cash_an-inefficient-and-outdated-means-of-payment_marc-niederkorn.pdf

2020-10-15

Global IPO Watch Q3 2020

Report

After a strong rebound in equities which continued through the summer, it was not surprising to see the equity market pulling back in Q3, particularly in September. In addition to the resurgence of COVID-19, a number of macroeconomic and geopolitical factors contributed to the increased uncertainty and stock market volatility such as mixed signals from the global economies as to the status of the recovery and upcoming US elections. In September, the market was seeing a rotation away from tech stocks into more cyclicals and value driven stocks where Europe and Emerging Markets could benefit.

https://www.pwc.com/gx/en/audit-services/ipo-centre/assets/pwc-global-ipo-watch-q3-2020.pdf

2020-10-15

Q3 2020 Store Intelligence Data Digest

Report

Sensor Tower's Q3 2020 Data Digest: 100 Billion App Downloads and Counting for 2020

https://go.sensortower.com/rs/351-RWH-315/images/Sensor-Tower-Q3-2020-Data-Digest.pdf

2020-10-15

PE Pulse Quarterly insights and intelligence on PE trends Q3 2020

Report

The PE Pulse has been designed to help you remain current on capital market trends. It captures key insights from subject-matter professionals across EY member firms and distills this intelligence into a succinct and user-friendly publication. The PE Pulse provides perspectives on both recent developments and the longer-term outlook for private equity (PE) fundraising, acquisitions and exits, as well as trends in private credit and infrastructure.

https://www.ey.com/en_us/private-equity

2020-10-15

Global IPO trends: Q3 2020

Report

EY Global IPO trends report is released every quarter and looks at the IPO markets, trends and outlook for the Americas, Asia-Pacific and EMEIA regions. The current report provides insights, facts and figures on the IPO market for the first nine months of 2020* and analyzes the implications for companies planning to go public in the short and medium term

http://ey-global-ipo-trends-2020-q3-final-v1.pdf

2019-10-15

2020 State of Tech Spend Report

Report

Optimizing IT spend offers a major opportunity to redirect savings to invest in high-priority transformational initiatives

https://resources.flexera.com/web/pdf/Report-SLO-State-of-Tech-Spend-2020.pdf

2021-09-15

FTC Staff Presents Report on Nearly a Decade of Unreported Acquisitions by the Biggest Technology Companies

Report

At an open Commission meeting today, the Federal Trade Commission staff presented findings from its inquiry into past acquisitions by the largest technology platforms’ that did not require reporting to antitrust authorities at the FTC and the Department of Justice.

https://www.ftc.gov/news-events/press-releases/2021/09/ftc-report-on-unreported-acquisitions-by-biggest-tech-companies

2020-09-15

Expectations and the Role of Intangible Investments

Article

Dan Callanhan,Michael Mauboussin

@trengriffin:Depreciate R&D over 10 years and look at what happens to GAAP earnings. __ What's the useful life of Shopify's software? Expense R&D costs immediately? Seriously? __ What's the useful life of DocuSign's software? One year or less? Are you joking? __ Over what period should Stripe's software be depreciated? Expense it immediately? That's coconuts! __

https://www.morganstanley.com/im/publication/insights/articles/articles_onejob.pdf

2020-09-15

Investment Thesis for Opendoor

Deck/Memo/Presentation

Chamath Palihapitiya

https://twitter.com/chamath/status/1305837931710480387

2018-06-15

China's next retail disruption: End-to-end value chian digitisation

Report

This report draws on insights from our quantitative study of the Global Consumer Insights Survey 2018. It explores shopping behaviours of 901 Chinese consumers and over 1,200 consumer interviews as part of various project work. In addition, we also bring perspectives from our experience working with international and local retailers, brands and internet companies.

https://www.pwccn.com/en/retail-and-consumer/publications/global-consumer-insights-survey-2018-china-report.pdf

2020-05-15

How COVID-19 is changing the world: a statistical perspective

Report

This report presents a snapshot of some of the latest information available on how COVID-19 is affecting the world today. Although a wide range of topics are covered in this report, a consistency of message is clear – this is an unprecedented crisis, and no aspect of our lives is immune. The quantitative knowledge presented in this report covers different aspects of public and private life from economic and environmental fluctuations to changes that affect individuals in terms of income, education, employment and violence and changes affecting public services such as civil aviation and postal services.

https://unstats.un.org/unsd/ccsa/documents/covid19-report-ccsa.pdf

2021-04-15

Coinbase ($COIN) Breakdown - Part 2

Report

Igli Gezim

Coinbase ($COIN) will go public today on the NASDAQ through a direct listing. The company that is propelling a decentralized infrastructure with decentralized assets will let the market decide its value. In their S-1 filing, the company listed some pre-IPO share sales which also gives us a peak in terms of the demand of interest.

https://equitybreakdown.substack.com/p/coinbase-coin-breakdown-part-2

2019-03-15

State of the Amazon Marketplace 2019

Report

The State of the Amazon Marketplace 2019 report reveals Amazon sellers' priorities and goals, areas of concern, keys to profitability, and more.

https://fv.feedvisor.com/rs/656-BMZ-780/images/The-State-of-the-Amazon-Marketplace-2019-Feedvisor.pdf

2018-03-15

US Solar Market Insight Executive Summary 2017 Year in Review

Report

In 2017, the U.S. solar market installed 10.6 gigawatts direct current (GWdc) of solar photovoltaic (PV) capacity. Despite installing 30% less solar than what was installed in a unique and record-breaking 2016 that coincided with the year the federal Investment Tax Credit (ITC) had been set to expire, the market still exceeded 2015 levels by 40%. In line with previous years, 59% of the installed capacity came from the utility PV segment, while distributed solar accounted for 41% of installations.

https://www.seia.org/research-resources/solar-market-insight-report-2017-year-review

2021-02-15

Corporates investing in crypto: Considerations regarding allocations to digital assets

Report

This paper focuses largely on Bitcoin investments, considering recent increased investments in Bitcoin, and its common reference as a store of value. It should be noted that there are numerous types of digital assets, each having their own unique characteristics. Ethereum is also viewed as a store of value, with the added use of enabling transactions on Ethereumbased decentralized applications.

https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/MicroStrategy-and-Deloitte-Corporates-Investing-in-Crypto.pdf

2021-02-15

BITCOIN ACCOUNTING TREATMENT AND TAX CONSIDERATIONS

Report

Upon consideration of the questions listed below, the Company has concluded that its Investment in bitcoin is to be accounted for as an asset of the Company and accounted for based on the guidance within FASB ASC 350 Intangibles – Goodwill and Other. The Company will record impairment losses as the fair value falls below the carrying value of the Investment, and such impairment losses are not able to be reversed upon a subsequent increase in fair value. Upon sale of the Investment, the Company will record a sale pursuant to FASB ASC 610 Other Income and record any gain or loss on sale based on the fair value at the date of sale. The remainder of this memo outlines the accounting considerations to support these conclusions.

https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/MicroStrategy-Bitcoin-Accounting-Treatment-and-Tax-Considerations.pdf

2021-02-15

CONTRACTUAL CONSIDERATIONS FOR DIGITAL ASSET CUSTODIANS

Report

The following is a checklist of generally-applicable contractual considerations relevant to custodial services agreements with potential digital asset (“Digital Asset”) custodians. This checklist is intended for general background purposes as it contemplates custodial relationships, and not as guidance for negotiating any specific custodial agreement. In that regard, we note that Digital Asset custodial services agreements vary, and additional or different considerations are likely to apply in context of any specific custodial services agreement.

https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/MicroStrategy-Contractual-Considerations-for-Digital-Asset-Custodians.pdf

2021-02-15

BITCOIN TRADING POLICY

Report

This Bitcoin Trading Policy (this “Trading Policy”) provide guidelines applicable to all directors, officers, and employees of MicroStrategy Incorporated and its subsidiaries (collectively, the “Company”) who have access to information relating to the Company’s plans or activities for managing its investment in Bitcoin (“BTC”) (collectively, “Covered MicroStrategy Persons”) to help avoid trading on inside information in violation of applicable law and regulation, including, but not limited to, federal and state commodities laws and fiduciary duties under applicable corporate law. Capitalized terms used in this Trading Policy are defined where they first appear in this Trading Policy

https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/MicroStrategy-Bitcoin-Trading-Policy.pdf

2021-02-15

AMENDED AND RESTATED TREASURY RESERVE POLICY

Report

This Amended and Restated Treasury Reserve Policy (this “Policy”) sets out certain roles, responsibilities, and practices for managing all Treasury Reserve Assets. For purposes of this Policy, “Treasury Reserve Assets” means, at any given time: • That portion of the Cash Assets (as defined below) held by MicroStrategy Incorporated (“MicroStrategy”) and its subsidiaries (MicroStrategy, together with its subsidiaries, the “Company”) that exceeds the Working Capital Threshold (as defined below), if any, plus • any bitcoin (“BTC”) held by the Company

https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/MicroStrategy-Treasury-Reserve-Policy.pdf

2021-02-15

KEY CONSIDERATIONS FOR [CORPORATE INVESTMENT IN BITCOIN]

Report

BUSINESS STRATEGY AND GOVERNANCE; RISK MANAGEMENT; DISCLOSURE MATTERS;EXECUTION OF BTC INVESTMENTS;

https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/MicroStrategy-Key-Considerations-for-Corporate-Investment-in-Bitcoin.pdf

2021-02-15

BITCOIN (BTC) INITIATIVE – PROJECT ROADMAP

Report

This document is designed to serve as a resource to help you navigate a corporate bitcoin strategy. It draws from MicroStrategy’s experience with its BTC initiative, but it is not the actual project roadmap used by MicroStrategy

https://www.microstrategy.com/content/dam/website-assets/collateral/bitcoin-downloads/MicroStrategy-Bitcoin-Initiative_Project-Roadmap.pdf

2021-01-15

The Great Unbundling

Report

Benedict Evans

Covid brought shock and a lot of broken habits to tech, but mostly, it accelerates everything that was already changing. 20 trillion dollars of retail, brands, TV and advertising is being overturned, and software is remaking everything from cars to pharma. Meanwhile, China has more smartphone users than Europe and the USA combined, and India is close behind - technology and innovation will be much more widely spread. For that and lots of other reasons, tech is becoming a regulated industry, but if we step over the slogans, what does that actually mean? Tech is entering its second 50 years.

https://www.ben-evans.com/presentations

2021-01-15

MoneyTree Report Q4 2020

Report

2020 investments reach a new annual record despite the pandemic 2020 investments hit an all-time high: US-based, VCbacked companies raise nearly $130B in 2020, up 14% year-over-year (YoY) from 2019. However, annual deal activity is down 9% YoY to 6,022 deals.

https://www.pwc.com/us/en/moneytree-report/assets/pwc-moneytree-2020-q4.pdf

2021-01-15

Venture Monitor Q4 2020

Report

Although late-stage deal count and value dipped in Q4, both metrics reached record annual highs, and late-stage companies accounted for 28.8% of total VC deal count and 66.7% of value in 2020. Their increased share of activity may have stemmed partly from investors turning much of their attention to supporting existing portfolio companies with capital infusions to maintain operations and accelerate growth. At the same time, mega-deals (largely buoyed by large, late-stage companies) also reached annual record highs for deal count and value, helping to drive up the median deal size across all investment stages.

https://files.pitchbook.com/website/files/pdf/Q4_2020_PitchBook_NVCA_Venture_Monitor.pdf

2020-01-15

The Smart Audio Report

Report

The Winter 2019 Smart Audio Report confirmed continued growth in the smart speaker market with 24% of U.S. adults — 60M people — owning at least one smart speaker device. The average smart speaker household now features 2.6 devices, up from 2.3 devices per household at the same time last year. With 54% of the U.S. population now having ever used voice-command technology, smart speakers and voice assistants across devices are increasingly a part of everyday lives.

https://www.nationalpublicmedia.com/uploads/2020/01/The-Smart-Audio-Report-Winter-2019.pdf

2020-01-15

Growth of the Blocked Web 2020 PageFair Adblock Report

Report

This year’s report is also the first to feature a comprehensive breakdown of the diverse strategies top US publishers are using to mitigate the revenue loss that arose from adblocking, as well as an overview of the vendors that publishers are working with to resolve this complex issue. It’s a fascinating glimpse into how radically the adblock recovery category has transformed over the last five years

https://s3.amazonaws.com/media.mediapost.com/uploads/2020-PageFair_Blockthrough-Adblock-Report.pdf

2020-01-15

The State of Mobile 2020

Report

As the leading mobile data and analytics company helping brands and publishers win on mobile, we are excited to share The State of Mobile 2020 report. This annual appraisal provides insight into mobile’s expansive impact across industries and the global economy, highlighting publishers and brands that are outperforming their peers. Download the industry's leading mobile report covering everything you need to know about how to win on mobile in 2020, including:

https://www.appannie.com/en/go/state-of-mobile-2020/

2020-01-15

Facility Insights Report

Report

To help fuel transparency and encourage improvement within the industry, we’re excited to share Uber Freight’s second Facility Insights Report with you. The report’s findings draw directly from facility ratings, a featurewithin the Uber Freight app that empowers drivers to share feedback about their experiences during pickups and deliveries.

https://businesses.uber.com/UberFreight-Facility-Ratings-Insight-Report_2020_confirmation.html

2020-01-15

Webroot Threat Report 2020

Report

In this year’s Webroot® Threat Report, we take a deeper look into what we’ve seen in these and other categories, and include further context on targeted industries and common malware locations. With an in-depth view of massive amounts of both good and bad web traffic, we use our informed understanding of what has happened during the past decade to foreshadow what 2020 may bring, and help you make sense of these trends in a rapidly changing world.

https://mypage.webroot.com/rs/557-FSI-195/images/2020%20Webroot%20Threat%20Report_US_FINAL.pdf

2020-01-15

2020 State of Texting

Report

As the creators of Texting for Business™, we designed this report to be a comprehensive look at how consumers and businesses use texting and other communication methods to connect. We identified key insights to help businesses understand consumer communication preferences so they can adopt a texting communication strategy that gets results.

https://go.zipwhip.com/rs/013-HWD-293/images/State-of-Texting-2020.pdf

2020-01-15

The Future of Payments Part I Cash: the Dinosaur Will Survive…For Now

Report

This piece is the first in a series of three pieces that examines the past, present, and future of the payments industry. We analyse the unexpected results of our proprietary survey of 3,600 customers across the US, UK, China, Germany, France and Italy and forecast trends in cash, online, mobile, crypto, and blockchain. The implications for customers and business are important; the potential macro and geopolitical consequences are profound.

https://www.dbresearch.com/PROD/RPS_EN-PROD/PROD0000000000504353/The_Future_of_Payments_-_Part_I__Cash%3A_the_Dinosau.pdf

2020-01-15

Adage Marketing Fact Pack 2020

Report

Ad Age’s annual guide to marketers, media and agencies. We pulled together quick stats and facts on the biggest U.S. and global advertisers, most-advertised brands, market share, media data, agency rankings and more, drawing on Ad Age Datacenter’s rankings and analysis from the past year. Brought to you by Neustar.

http://adage.com/d/resources/system/files/resource/adagemarketingfactpack2020_locked.pdf

2019-11-14

Voice on the Go

Report

Almost every driver (95%) will be using a voice assistant in the next three years, but automotive companies must improve the experience to meet user expectations, a new research report from the Capgemini Research Institute has found.

https://www.capgemini.com/wp-content/uploads/2019/11/Report-%E2%80%93-Voice-on-the-Go.pdf

2018-11-14

ATM LOGIC ATTACKS: SCENARIOS 2018

Report

Logic attacks on ATMs are growing in popularity, with losses running in the millions of dollars. Although ATM owners bear the brunt of the threat, bank clients may be victimized as well—especially in the case of card cloning attacks.

https://www.ptsecurity.com/upload/corporate/ww-en/analytics/ATM-Vulnerabilities-2018-eng.pdf

2020-10-14

Made in Germany, Co-opted by China

Report

MIC2025 is part of Beijing’s larger Go Out strategy – a long-standing bid to co-opt international resources to serve China’s positioning. MIC2025 itself focuses on establishing strategic footholds in global manufacturing and then using them to assert control over the international economy. These footholds require capabilities and positioning unique to Germany.Beijing’s intentions are not benign. China’s “complementary” cooperation is designed to use capabilities and leverage siphoned from Germany to export China’s control to Germany by proliferating standards, locking in critical dependencies, and ensuring information dominance. To that end, MIC2025 pursues beachheads everywhere from critical supply chains to telecommunications to logistics standards. Throughout, Beijing’s MCF apparatus will convert cutting-edge advances from German’s innovators, such as KUKA, into coercive tools for China’s armed forces.

https://www.fdd.org/wp-content/uploads/2020/10/fdd-monograph-made-in-germany-co-opted-by-china.pdf

2019-06-14

Digital Economy and Society Index Report 2019

Report

The Digital Economy and Society Index (DESI) is a composite index that summarises relevant indicators on Europe’s digital performance and tracks the progress of EU Member States in digital competitiveness. Finland, Sweden, the Netherlands and Denmark, have the most advanced digital economies in the EU followed by the UK, Luxembourg, Ireland and Estonia. Bulgaria, Romania, Greece and Poland have the lowest scores on the index.

https://ec.europa.eu/newsroom/dae/document.cfm

2018-05-14

The Future of Blockchain Tech

Report

How venture firms, corporates, regulators, and builders are shaping blockchain technology’s future

https://www.cbinsights.com/reports/CB-Insights_Future-Blockchain-Briefing.pdf

2021-04-14

How A Young Outsider Turned Failing Vimeo Into A Billion-Dollar Company

Article

Antoine Gara,Steve Bertoni

Vimeo was always YouTube's weird, flailing, artsy cousin — until a thirty-something CEO stepped in and figured out how to make it a cash cow.

https://www.forbes.com/sites/stevenbertoni/2021/04/14/how-young-outsider-turned-vimeo-into-billion-dollar-company/

2016-01-14

The Bitcoin Lightning Network: Scalable Off-Chain Instant Payments

Literature/Paper

Joseph Poon,Thaddeus Dryja

The bitcoin protocol can encompass the global financial transaction volume in all electronic payment systems today, without a single custodial third party holding funds or requiring participants to have anything more than a computer using a broadband connection. A decentralized system is proposed whereby transactions are sent over a network of micropayment channels (a.k.a. payment channels or transaction channels) whose transfer of value occurs off-blockchain. If Bitcoin transactions can be signed with a new sighash type that addresses malleability, these transfers may occur between untrusted parties along the transfer route by contracts which, in the event of uncooperative or hostile participants, are enforceable via broadcast over the bitcoin blockchain in the event of uncooperative or hostile participants, through a series of decrementing timelocks.

https://lightning.network/lightning-network-paper.pdf

2019-12-13

State of the Phone Call End of Year Report 2019

Report

Hiya's 'State of the Phone Call' report shows 108% jump in spam calls to 54.6 billion in 2019.

https://assets.hiya.com/public/pdf/HiyaStateOfTheCall2019.pdf

2021-10-13

Longtermtrends Find the most interesting charts!

Report

longtermtrends

Our mission is to find the most interesting and educational charts with rich historical data, and to make these charts available online.

https://www.longtermtrends.net/

2020-10-13

PwC/CB Insights MoneyTree Report Q3 2020

Report

Q320 funding to US-based, VC-backed companies is the second strongest quarter ever Investments reach $36.5B in Q320, the second highest quarter ever: VC investments to US-based companies hit a 7-quarter high in Q320 at $36.5B, up 22% year-over-year (YoY) and 30% from Q220. The quarterly increase in deal activity is more modest: 1,461 VC deals take place in Q320, a 1% increase from 1,440 deals in Q220. While deal activity has shown small increases each quarter so far this year, Q320

https://www.pwc.com/us/en/moneytree-report/assets/MoneyTree_Report_2020_Q3.pdf

2016-09-13

55 Companies Changing The Way Building Materials And Services Are Researched And Sold

Report

Using CB Insights and analytics, we identified 30 startups working in construction tech, and categorized them into a market map spanning 7 key emerging categories such as analytics and frontier tech applications.

https://www.cbinsights.com/research/future-selling-construction-products/

2011-09-13

The Lean Startup: How Today's Entrepreneurs Use Continuous Innovation to Create Radically Successful Businesses

Book

Eric Ries

Most startups fail. But many of those failures are preventable. The Lean Startup is a new approach being adopted across the globe, changing the way companies are built and new products are launched.

https://amzn.to/2yyhOg6

2018-07-13

Scrolling news: The changing face of online news consumption

Report

Ofcom has also published a commentary on the key themes from the reports including: the challenge of ‘news overload’; ‘passive’ news consumption; the blurred news environment of social media; critical thinking when navigating online news; and trust in news sources.

https://www.ofcom.org.uk/__data/assets/pdf_file/0022/115915/Scrolling-News.pdf

2019-06-13

Mobile Technology and Home Broadband 2019

Report

Today, 37% of U.S. adults say they mostly use a smartphone when accessing the internet. This share has nearly doubled since 2013, when the Center last asked this question. At that point, 19% of Americans named their smartphone as their primary device for going online.

https://www.pewinternet.org/wp-content/uploads/sites/9/2019/06/PI_2019.06.13_Mobile-Technology-and-Home-Broadband_FINAL2.pdf

2020-04-13

Venture Monitor: Q1 2020

Report

Q1 2020 kicked off the new decade with momentum from previous years of record-setting levels in the VC industry. Deal activity remained strong with 2,298 deals totaling $34.2 billion in deal value, setting the year on pace to near-record levels. However, these trends are likely to subside due to the fallout from COVID-19 and the current economic climate. Median deal size and pre-money valuations at the late stage dropped, and exits saw a precipitous decline in Q1 as public market volatility has forced late-stage companies to reevaluate their options.

https://nvca.org/wp-content/uploads/2020/04/Q1_2020_PitchBook_NVCA_Venture_Monitor-1.pdf

2021-01-13

State of Mobile 2021

Report

The world changed dramatically in 2020. Even with people staying at home across the world, we saw an acceleration of mobile usage habits by 2 to 3 years — strengthening mobile’s role as the most crucial instrument for engaging customers and growing your top line. As the leading mobile data and analytics company helping brands and publishers win on mobile, we are excited to share our curated insights to help businesses succeed.

https://www.appannie.com/en/go/state-of-mobile-2021/

2019-11-12

"A car that is autonomous is a four-wheeled robot. An autonomous car will be an eye-opener to people about robotics. Most people have never seen a robot. It won’t be long before there are a million Tesla’s that have autonomous capability."

Quote

Elon Musk

"A car that is autonomous is a four-wheeled robot. An autonomous car will be an eye-opener to people about robotics. Most people have never seen a robot. It won’t be long before there are a million Tesla’s that have autonomous capability."

https://www.youtube.com/watch

2015-11-12

"The banks took the money the American people gave them, and used it to pay themselves huge bonuses and lobby the Congress to kill big reform.”

Quote

"The banks took the money the American people gave them, and used it to pay themselves huge bonuses and lobby the Congress to kill big reform.”

2021-10-12

State of AI Report 2021

Report

Ian Hogarth,Nathan Benaich

The Report considers the following key dimensions: Research: Technology breakthroughs and capabilities. Talent: Supply, demand and concentration of AI talent. Industry: Areas of commercial application for AI and its business impact. Politics: Regulation of AI, its economic implications and the emerging geopolitics of AI. Predictions: What we believe will happen and a performance review to keep us honest.

https://docs.google.com/presentation/d/1bwJDRC777rAf00Drthi9yT2c9b0MabWO5ZlksfvFzx8/edit

2020-10-12

We don’t really know what’s living in the deep sea – but it’s about to become an industrial zone

Article

Jan Van Poppel

The latest gold rush is driving miners to the bottom of the sea. It may seem like a great alternative to sourcing rare-earth minerals for batteries and computer chips – but we don’t really know what’s living so deep beneath the ocean waves, or whether those lifeforms will survive such mining practices.

https://thecorrespondent.com/750/we-dont-really-know-whats-living-in-the-deep-sea-but-its-about-to-become-an-industrial-zone/784379879250-474f0303

2020-10-12

Venture Monitor Q3 2020

Report

Q3 2020 showed the strength of the VC market through the pandemic. According to our new deal count estimates, Q3 deal count surpassed Q2s, increasing at nearly every stage. Near $38 billion was invested over the quarter, as well, taking 2020s total deal value to more than $112 billion.

https://files.pitchbook.com/website/files/pdf/Q3_2020_PitchBook_NVCA_Venture_Monitor.pdf

2020-10-12

Exploring a United States Central Bank Digital Currency

Report

We intend to highlight how a US CBDC (a digital dollar) could address some common challenges faced by different stakeholders, including consumers, businesses, financial institutions, and fintechs. These examples are illustrative of challenges faced and opportunities that can be explored with a US CBDC where testing the merits of such a solution either against or as a complement to other solutions would be sound national policy.

https://static1.squarespace.com/static/5e16627eb901b656f2c174ca/t/5f848c188da760453f6960fc/1602522137441/Pilot+Scenarios+10_12_20.pdf

2020-10-12

Segment's journey

Bio/Obituary/Profile/Interview

Ilya Volodarsky

May 5, 2011 to Oct 12, 2020 — 9 years, 5 months to build a $3.2B SaaS company Here’s some of the lowlights/highlights that come to mind:

https://twitter.com/ivolo/status/1315751163262693376

2012-10-12

The Men Who Built America

Documentary

Miniseries on how the industrial innovations of Vanderbilt, Rockefeller, Carnegie, Morgan, and Ford built the first American business empires.

https://www.history.com/shows/men-who-built-america

2005-10-12

Internet Trends 2005

Report

Richard Ji,Brian Fitzgerald,Brian Pitz,Mary Meeker

-Perspective -Communications changing/Being changed -Broadband Meets Mobile Meets WiFi -Broadband/Mobile/WiFi Drilldown -Closing Thoughts -Disclosures

https://www.bondcap.com/report/it05/#view/1

2018-09-12

The Supplemental Poverty Measure: 2017

Report

In 2017, the overall SPM rate was 13.9 percent. This is not statistically different from the 2016 SPM rate of 14.0 (Figure 1).

https://www.census.gov/library/publications/2018/demo/p60-265.html

2018-09-12

Health Insurance Coverage in the United States 2017

Report

In 2017, 8.8 percent of people, or 28.5 million, did not have health insurance at any point during the year as measured by the CPS ASEC. The uninsured rate and number of uninsured in 2017 were not statistically different from 2016 (8.8 percent or 28.1 million).

https://www.census.gov/library/publications/2018/demo/p60-264.html

2018-09-12

Income and Poverty in the United States 2017

Report

Median household income was $61,372 in 2017, an increase in real terms of 1.8 percent from the 2016 median of $60,309. This is the third consecutive annual increase in median household income.

https://www.census.gov/library/publications/2018/demo/p60-263.html

2022-06-12

Y Combinator: The Institute of Innovation

Bio/Obituary/Profile/Interview

Mario Gabriele

https://www.readthegeneralist.com/briefing/yc

2016-06-12

No Loose Screws: 31 Tech Startups Attacking The Construction Industry

Report

highlighted companies disrupting the way private and commercial buildings are designed, constructed, and repaired.

https://www.cbinsights.com/research/construction-tech-market-map-company-list/

2015-06-12

Disrupting … Walking? 20 Startups In Personal Transportation

Report

CB Insights data to outline newer companies trying to revolutionize the personal-transportation space

https://www.cbinsights.com/research/disrupting-walking-transportation-startups/

2020-05-12

2020 OPEN SOURCE SECURITY AND RISK ANALYSIS REPORT

Report

The 2020 Open Source Security and Risk Analysis report examines audit data from 1,250+ commercial codebases and reveals trends in how organizations are using and managing open source—and where there's room to improve.

https://www.synopsys.com/content/dam/synopsys/sig-assets/reports/2020-ossra-report.pdf

1999-04-12

CEO Incentives: It's Not How Much You Pay, But How

Literature/Paper

Kevin J. Murphy,Michael C. Jensen

Paying top executives better would eventually mean paying them more. The arrival of spring means yet another round in the national debate over executive compensation. Soon the business press will trumpet answers to the questions it asks every year: Who were the highest paid CEOs? How many executives made more than a million dollars? Who received the biggest raises? Political figures, union leaders, and consumer activists will issue now-familiar denunciations of executive salaries and urge that directors curb top-level pay in the interests of social equity and statesmanship. The critics have it wrong. There are serious problems with CEO compensation, but excessive pay is not the biggest issue. The relentless focus on how much CEOs are paid diverts public attention from the real problem--how CEOs are paid.

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=146148

2021-01-12

News Use Across Social Media Platforms in 2020

Report

About half of U.S. adults (53%) say they get news from social media “often” or “sometimes,” and this use is spread out across a number of different sites, according to a Pew Research Center survey conducted Aug. 31-Sept. 7, 2020.

https://www.journalism.org/2021/01/12/news-use-across-social-media-platforms-in-2020/

2021-01-12

STATE OF TECH SPEND REPORT 2021

Report

The  Flexera 2021 State of Tech Spend Report provides granular data and insights into how companies are spending on technology, the major initiatives they’re investing in, how they’re tracking and managing IT spend and the challenges they face in optimizing spend

https://resources.flexera.com/web/pdf/Report-SLO-State-of-Tech-Spend-2021.pdf

2020-12-11

2021 US Venture Capital Outlook

Report

Our 2021 Venture Capital Outlook forecasts trends that will shape the US VC industry in the upcoming year and reviews our analysts' predictions from 2020.

https://pitchbook.com/news/reports/q4-2020-pitchbook-analyst-note-2021-us-venture-capital-outlook#downloadReport

2019-12-11

AI Index 2019 Report

Report

We’re excited to release the AI Index 2019 Report, one of the most comprehensive studies about AI to date. Because AI touches so many aspects of society, the Index takes an interdisciplinary approach by design, analyzing and distilling patterns about AI’s broad global impact on everything from national economies to job growth, research and public perception. The purpose of the project is to ground the discussion on AI in data, serving practitioners, industry leaders, policymakers and funders, the general public and the media that informs it.

https://hai.stanford.edu/sites/g/files/sbiybj10986/f/ai_index_2019_report.pdf

2019-12-11

Interim Report of the National Security Commissionon Artificial Intelligence

Report

It represents the Commission’s initial assessment on artificial intelligence (AI) as it relates to national security, provides preliminary judgments regarding areas where the United States can do better, and suggests some interim actions the government could take now. Our full analysis and recommendations will be made in our final report.

https://drive.google.com/file/d/153OrxnuGEjsUvlxWsFYauslwNeCEkvUb/view

2005-11-11

"The battle between every startup and incumbent comes down to whether the startup gets distribution before the incumbent gets innovation."

Quote

Alex Rampell

"The battle between every startup and incumbent comes down to whether the startup gets distribution before the incumbent gets innovation."

https://a16z.com/2015/11/05/distribution-v-innovation/

2017-10-11

Professionals

Essay/Thoughts/Whitepaper/Opinion

Shane Parrish

https://www.pirque.vc/professionals/

2017-09-11

Bitcoin Resources

Report

What is Bitcoin? Bitcoin is a new form of money that is controlled by no one and is developed as an open collaborative project. Below you'll find enough curated educational resources and information about it that you could spend months sifting through them all. Make sure you have a decent understanding of the system before you store a significant amount of value in it! The same aspects that make it so valuable also make it unforgiving to those who make mistakes.

https://www.lopp.net/bitcoin-information.html

2021-08-11

ZoomInfo Story

Article

Jesse Puiji

Two sales guys used cold calling and data to turn their credit card debt into a $23+ BILLION public company.

https://twitter.com/jspujji/status/1425498739565805575

2020-06-11

Global ICT Regulatory Outlook 2020

Report

The flood of digital change continues full spate – and digital transformation, while a reality for some, remains distant for many. A period of hope and aspiration buoyed by smartphones and increasingly accessible broadband has now darkened somewhat as misuse of profiling, data commercialization and harmful online behaviours have increasingly come to light, sparking considerable public debate.

https://www.itu.int/dms_pub/itu-d/opb/pref/D-PREF-BB.REG_OUT01-2020-PDF-E.pdf

2019-06-11

Reuters Institute Digital News Report 2019

Report

Despite the efforts of the news industry, we find only a small increase in the numbers paying for any online news – whether by subscription, membership, or donation. Growth is limited to a handful of countries mainly in the Nordic region (Norway 34%, Sweden 27%) while the number paying in the US (16%) remains stable after a big jump in 2017.

https://reutersinstitute.politics.ox.ac.uk/sites/default/files/inline-files/DNR_2019_FINAL.pdf

2019-06-11

Internet Trends 2019

Report

Mary Meeker

At 3.8B, the number of Internet users comprises more than half the world’s population. When markets reach mainstream, new growth is harder to find as evinced by declining new smartphone shipments in 2018. While E-Commerce continues to gain share vs. physical retail, growth rates are slowing. While Internet advertising growth is solid & innovation is healthy, there are areas where customer acquisition costs may be rising to unsustainable levels.

https://www.bondcap.com/report/it19/#view/1

2020-05-11

THE STATE OF BITCOIN (2020)

Report

For the 3rd $BTC halving, our team wanted to arm the community with the most thorough, all-encompassing report on the current state of Bitcoin

https://www.delphidigital.io/reports/the-state-of-bitcoin-2020/

2019-04-11

Market study into mobile app stores

Report

In this market study, ACM analysed to what extent Apple and Google have the incentive and the opportunity with their app stores to influence the availability of apps and the functioning thereof. ACM therefore studied the relationship between app providers and mobile app stores.

https://www.acm.nl/sites/default/files/documents/2019-04/marktstudies-appstores.pdf

2021-03-11

The Infinite Dial 2021

Report

“We are pleased to partner with Edison Research to unveil the results of the 2021 U.S. Infinite Dial,” said John Rosso, President of Market Development at Triton Digital. “The results of this year’s study are exceptionally interesting, as they provide insight into Americans’ consumption of radio, streaming audio, podcasts, and usage of smart speakers during a time of unprecedented disruption in our everyday lives.”

http://www.edisonresearch.com/wp-content/uploads/2021/03/The-Infinite-Dial-2021.pdf

2020-03-11

5G expansion in the US: A game changer for the end-user connected experience?

Report

RootMetrics by IHS Markit, the standard for mobile performance benchmarking, today released a new report to help cut through the 5G hype and show consumers what real-world performance looks like in five major cities across the US (Chicago, Dallas, Indianapolis, Los Angles, and Washington, D.C.). As mobile users across the US depend more and more on fast data connectivity, the new RootMetrics report shows that there is no one-size-fits-all 5G solution and that your 5G experience can vary dramatically from carrier to carrier.

https://assets.ctfassets.net/ob7bbcsqy5m2/1OYGkLRhswJPII7me0aOzm/0d52a52a0a1b250df36bb2ef9762dc8f/RootMetrics_US_5G_Report_Final.pdf

2016-03-11

2016 Accelerator Rankings

Report

The 2016 Seed Accelerator Rankings were announced at SXSW on March 11, 2016 and updated on March 13 with data received from StartX after the original announcement.

http://seedrankings.com/2016-rankings.html

2008-03-11

Creative Capital: Georges Doriot and the Birth of Venture Capital

Book

Spencer Ante

In Creative Capital, Spencer Ante tells the compelling story of the enigmatic and quirky man--Georges Doriot--who created the venture capital industry. The author traces the pivotal events in Doriot's life, including his experience as a decorated brigadier general during World War II; as a maverick professor at Harvard Business School; and as the architect and founder of the first venture capital firm, American Research and Development.

https://www.amazon.com/gp/product/1422101223

2020-02-11

The Mobile Internet Phenomena Report

Report

Sandvine, a leading provider of network intelligence solutions, is announcing the release of the 2020 Mobile Internet Phenomena Report. The Mobile Internet Phenomena Report is the authoritative view on how applications are consuming the world’s mobile internet bandwidth. With an installed base of over 2.5B subscribers worldwide across over 500 fixed, mobile, WiFi, and satellite operators, Sandvine’s visibility into internet trends is unparalleled in the industry. This edition of the report focuses on mobile consumption trends globally and regionally in North America, Latin America, Europe, Asia, and the Middle East.

https://www.sandvine.com/hubfs/Sandvine_Redesign_2019/Downloads/2020/Phenomena/Mobile%20Phenomena%20Report%201H%202020%2020200219.pdf

2020-02-11

State of Remote Work 2020

Report

AngelList partnered with Buffer, collected data from over 3,500 remote workers to present "The 2020 State of Remote report". Read on for the top stats, insights from real-life remote workers and companies, and the full set of data.

https://lp.buffer.com/state-of-remote-work-2020

2019-12-10

2020 Emerging Jobs Report

Report

Learn which jobs are growing fastest around the world and what that means for the global workforce.

https://business.linkedin.com/content/dam/me/business/en-us/talent-solutions/emerging-jobs-report/Emerging_Jobs_Report_U.S._FINAL.pdf

2018-12-10

UNCTAD B2C E-COMMERCE INDEX 2018 FOCUS ON AFRICA

Report

The 2018 UNCTAD B2C E-commerce Index, which measures an economy’s preparedness to support online shopping, has expanded its coverage to include 151 economies, up seven from the 2017 edition. The index consists of four indicators that are highly related to online shopping and for which there is wide country coverage (box 1).1 The extent to which people shop online in a country is highly correlated with the value of the index, with an adjusted R squared value of 0.8 (Figure 1).

https://unctad.org/en/PublicationsLibrary/tn_unctad_ict4d12_en.pdf

2021-11-10

Zero-Emission Vehicles Factbook

Report

BNEF

This special report has been produced by BloombergNEF at the request of the U.K. COP26 Presidency and in partnership with Bloomberg Philanthropies, to coincide with COP26, the 2021 United Nations Climate Change Conference. Since the last Conference of the Parties in late 2019, global momentum towards zero-emissions road transport has accelerated significantly.

https://assets.bbhub.io/professional/sites/24/BNEF-Zero-Emission-Vehicles-Factbook_FINAL.pdf

2020-11-10

Inside Amazon’s Trucking Ambitions

Article

A new leasing program for Amazon-branded trucks. An in-house training program for drivers. Amazon is muscling its way into the middle-mile trucking business, just as it challenged UPS and FedEx in last-mile delivery.

https://www.theinformation.com/articles/inside-amazons-trucking-ambitions

2020-11-10

EMPLOYMENT 2030: Effects of Electric Mobility and Digitalisation on the Equality and Quantity of Employment At Volkswagen

Report

Using scientifically based methods, this study provides essential research into future employment and training requirements at Volkswagen as a result of the current transformation of the automotive industry. It contains findings that are also applicable to other stakeholders in the sector and may therefore have a widespread impact in terms of proactively transforming the employment situation.

https://www.volkswagenag.com/presence/stories/2020/12/frauenhofer-studie/6095_EMDI_VW_Summary_um.pdf

2020-10-10

What Ant Group’s IPO says about the future of finance - Queen of the Colony

Bio/Obituary/Profile/Interview

[PIRQUE: this coverage came out pre China halting the IPO]. The giant Chinese fintech upstart is expected to raise more than $30bn, eclipsing Saudi Aramco’s debut last year

https://www.economist.com/briefing/2020/10/10/what-ant-groups-ipo-says-about-the-future-of-finance

2019-10-10

DIGITAL ADVERTISING FRAUD IN NORTH AMERICA

Report

Ad fraud prevention specialist TrafficGuard has teamed up with Juniper Research to profile the state of ad fraud in North America. As the largest digital advertising market in the world, North America is no stranger to digital ad fraud. With its first US office now open, TrafficGuard’s team is dedicated to helping businesses in the region protect advertising spend and access new traffic sources for growth, safely.

https://s3.amazonaws.com/media.mediapost.com/uploads/DigitalAdFraudNorthAmerica.pdf

2019-09-10

The 2019 Global Internet Phenomena Report

Report

The Global Internet Phenomena Report is the authoritative view on how applications are consuming the world's internet bandwidth.

https://www.sandvine.com/global-internet-phenomena-report-2019

2018-09-10

Social Media, Social Life: Teens Reveal their Experiences

Report

Social Media, Social Life: Teens Reveal Their Experiences sheds light on teens' changing social media habits and why some kids are more deeply affected by -- and connected to -- their digital worlds. The report is a nationally representative survey of more than 1,000 kids age 13 to 17.

https://www.commonsensemedia.org/sites/default/files/uploads/research/2018_cs_socialmediasociallife_fullreport-final-release_2_lowres.pdf

2021-08-10

How Figma Became Design’s Hottest Startup, Valued At $10 Billion

Article

Alex Konrad

As Google Docs did for word processing and GitHub for code, so Dylan Field’s Figma is doing for design. Employees at companies like Netflix, AirBNB, Zoom and Discord are all users.

https://www.forbes.com/sites/alexkonrad/2021/08/10/how-figma-became-designs-hottest-startup-valued-at-10billion

2019-07-10

THE ILLUSION OF STABILITY What Worries the World?

Report

Ipsos

Using 100 months of data, we go beyond the headline stats to uncover long-term trends and surprising developments in the reported social and political concerns around the world.

https://www.ipsos.com/ipsos-mori/en-uk/illusion-stability-what-worries-world

2019-07-10

China Internet Report 2019

Report

The China Internet Report 2019 offers insight into key China technology trends, with deep dives into 11 key sectors and expert commentary from industry leaders China currently holds the most number of 5G patents, and has 5G pilot projects going in over a dozen cities with a total population of 167 million

https://research.scmp.com/products/china-internet-report-2020

2021-03-10

Corporates investing in crypto: Considerations regarding allocations to digital assets

Report

More and more operating companies have begun allocating cash to digital assets and crypto currencies. This is a new dynamic and a departure from more conventional investing by funds and others in this space. How would you do that? Explore these guidelines for the relevant questions, processes, and procedures supporting such a decision.

https://www2.deloitte.com/us/en/pages/audit/articles/corporates-investing-in-crypto.html

2020-03-10

SaaS Trends 2020

Report

SaaS Apps Reign Supreme Across Departments, but Waste is Growing

https://cdn2.hubspot.net/hubfs/2093754/eBooks/2020%20SaaS%20Trends%20Report.pdf

2022-01-10

2021 Review: SaaS IPOs

Report

Alex Clayton

2021 was another record year for SaaS companies entering the public markets. The following post looks at all the metrics and KPIs of the 2021 cohort of IPOs. The list of 27 companies was picked based on business model, funding, revenue growth rates and valuation. It doesn't include companies that have filed but have not yet traded.

https://www.meritechcapital.com/blog/2021-review-select-saas-ipos

2019-12-09

Technology, Media, and Telecommunications Predictions 2020

Report

DELOITTE’S 2020 TMT Predictions report contains three overarching themes. First, individual technologies are no longer siloed, but are becoming ever more connected and interdependent—and their impact and value are increasing as a result. Second, most of the TMT industry’s money is coming from smartphones, computers, TVs, enterprise data centers and software, and IoT (we call these the “Big Five”). And third, many services and products that have been “just around the corner” for years are finally turning that corner in 2020.

https://www2.deloitte.com/content/dam/Deloitte/at/Documents/technology-media-telecommunications/at-tmt-predictions-2020.pdf

2020-10-09

Central bank digital currencies: foundational principles and core features

Report

Report no 1 in a series of collaborations from a group of central banks

https://www.bis.org/publ/othp33.pdf

2019-10-09

The Global Competitiveness Report 2019

Report

Globalization and the Fourth Industrial Revolution have created new opportunities but also disruption and polarization within and between economies and societies. In this context, the World Economic Forum introduced last year the new Global Competitiveness Index 4.0, a much-needed new economic compass, building on 40 years of experience of benchmarking the drivers of long-term competitiveness.

http://www3.weforum.org/docs/WEF_TheGlobalCompetitivenessReport2019.pdf

2021-09-09

Content-Oblivious Trust and Safety Techniques: Results from a Survey of Online Service Providers

Literature/Paper

Riana Pfefferkorn

Modern-day online services are plagued by various kinds of harmful content, from hate speech to terrorist propaganda to depictions of the sexual abuse of children, to name just a few. In pressuring online service providers to better police harmful content on their services, regulators tend to focus on trust and safety techniques, such as automated systems for scanning or filtering content on a service, that depend on the provider’s capability to access the contents of users’ files and communications at will.

https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3920031

2017-07-09

"Google searches are the most important dataset ever collected on the human psyche."

Quote

Seth Stephens-Davidowitz

"Google searches are the most important dataset ever collected on the human psyche."

https://www.theguardian.com/technology/2017/jul/09/everybody-lies-how-google-reveals-darkest-secrets-seth-stephens-davidowitz

2020-06-09

Electric Vehicle Outlook 2020

Report

The Electric Vehicle Outlook is BloombergNEF’s annual long-term forecast of how electrification, shared mobility and autonomous driving will impact road transport from now out to 2040. It covers light duty passenger vehicles, commercial vehicles, buses, and two/three-wheeled vehicles. The report draws on our team of specialists around the world and looks at how these trends will impact the automotive, energy, infrastructure, and battery materials markets over the next 20 years.

https://efiling.energy.ca.gov/getdocument.aspx

2020-06-09

Institutional Investor Digital Asset Study

Report

GROWING NUMBER OF INSTITUTIONAL INVESTORS BELIEVE THAT DIGITAL ASSETS SHOULD BE A PART OF THEIR INVESTMENT PORTFOLIOS, ACCORDING TO NEW RESEARCH FROM FIDELITY DIGITAL ASSETSS

https://www.fidelitydigitalassets.com/bin-public/060_www_fidelity_com/documents/FDAS/institutional-investor-study.pdf

2016-06-09

Tom Perkins, pioneer Silicon Valley venture capitalist, 1932-2016

Article

Outspoken figure who was part of new movement in finance

https://www.ft.com/content/36493ed0-2e9c-11e6-a18d-a96ab29e3c95

2019-05-09

Your direction is much more important than your position.

Quote

Your direction is much more important than your position.

https://twitter.com/Kpaxs/status/1126348260833210368

2021-04-09

How to Start a New Country

Article

Balaji Srinivasan

We want to be able to peacefully start a new country for the same reason we want a bare plot of earth, a blank sheet of paper, an empty text buffer, a fresh startup, or a clean slate. Because we want to build something new without historical constraint.

https://1729.com/how-to-start-a-new-country

2021-02-09

Making sense: The commercial media landscape

Report

Whilst previous analysis has often focused on individual elements of the media landscape such as video, or total media consumption, this study focuses solely on media in which advertising can be bought. This gives us a unique opportunity to look at the expected growth and decline trajectories of commercial media channels in 2020 through our pre-lockdown data and also how quickly established patterns and behaviours changed under lockdown. The media landscape has never been more crowded and complex than it is today, so this report looks to give clarity on where brands should focus their research, attention and effort to continue to thrive post COVID-19.

https://ipa.co.uk/media/10198/touchpoints2020_makingsense-3.pdf

2020-01-09

Year-End Music Report US 2019

Report

The music industry experienced significant overall growth in 2019 with U.S. audio and video on-demand streams, surpassing 1 trillion for the first time on November 25 and ending the year at 1.15 trillion total streams. This was led by highly consumed singles and albums by both new and established artists such as Post Malone, Taylor Swift, Billie Eilish and Lizzo. Total album equivalent audio consumption was up 14% over 2018, driven by a 26% increase in on-demand audio song streams compared to last year.

https://static.billboard.com/files/pdfs/NIELSEN_2019_YEARENDreportUS.pdf

2019-01-09

"No part of the GDP is immune to innovation."

Quote

Vinod Khosla

"No part of the GDP is immune to innovation."

https://www.ycombinator.com/library/6N-vinod-khosla-on-how-to-build-the-future

2018-01-09

"Everyone else is trash."

Quote

Yiliang Peng

"Everyone else is trash."

https://www.theplayerstribune.com/en-us/articles/doublelift-league-of-legends-everyone-else-is-trash

2020-12-08

Deloitte TMT Predictions 2021: Growth in Cloud, Intelligent Edge, Sports Tech, Digital Reality and Telemedicine Accelerates

Report

Deloitte today released its 2021 Technology, Media & Telecommunications (TMT) Predictions, which highlights how worldwide trends in TMT may affect businesses and consumers worldwide. In addition, the report highlights how many of these trends are being driven by the global pandemics economic and societal impacts, resulting in growth for cloud technologies, the intelligent edge, media segments such as sports and the shift to telemedicine.

https://www2.deloitte.com/us/en/insights/industry/technology/technology-media-and-telecom-predictions.html

2019-12-08

Crypto Theses for 2020

Report

Ryan Selkis

In our Crypto Theses For 2020 Report, we lay out 120 people, companies & themes that will define the next decade for Bitcoin, Ethereum and beyond

https://messari.io/pdf/crypto-theses-for-2020.pdf

2018-11-08

Automated Vehicles: A joint preliminary consultation paper

Report

The Centre for Connected and Automated Vehicles (CCAV) has asked the Law Commission of England and Wales and the Scottish Law Commission to examine options for regulating automated road vehicles. It is a three-year project, running from March 2018 to March 2021. This preliminary consultation paper focuses on the safety of passenger vehicles.

https://s3-eu-west-2.amazonaws.com/lawcom-prod-storage-11jsxou24uy7q/uploads/2018/11/6.5066_LC_AV-Consultation-Paper-5-November_061118_WEB-1.pdf

2006-11-08

Internet Trends 2006

Report

David Joseph,Mary Meeker

The World’s Information is Getting Organized + Monetized

https://www.bondcap.com/report/it06/#view/1

2020-10-08

PRIVATE CAPITAL THROUGH CRISIS: CALCULATING RISKS

Report

Trend toward venture and growth investing for private equity fund managers, as well as other private equity industry shifts, according to BDO's Private Capital Pulse Survey. The survey, Private Capital through Crisis: Calculating Risks, presents five key takeaways: 1. 75% of fund managers expect the economy to perform better in 2021 ... 2. ... Yet 55% are conducting business continuity risk assessments in preparation for a second wave of COVID-19 3. Asset prices have dropped 20% from pre?COVID levels 4. GPs are pivoting to venture-focused investments and growth equity 5. Private capital is most concerned about riskboth in terms of uncovering vulnerabilities in the portfolio as well as during due diligence of an acquisition

https://www.bdo.com/getattachment/b86cb701-00da-43b5-8388-b8cd193fa885/attachment.aspx?PE_Private-Capital-Pulse-Survey_Fall-2020_brochure_WEB.pdf

2022-09-08

"Never feeling satisfied is the momentum behind the craft."

Quote

adam granduciel

https://www.boulderweekly.com/entertainment/the-upswing-always-comes/

2015-08-08

"So, I asked him: What did you search? And he goes: Jewish and my zip code!"

Quote

Aziz Ansari

"So, I asked him: What did you search? And he goes: Jewish and my zip code!"

https://www.youtube.com/watch

2020-07-08

PREQIN QUARTERLY UPDATE: INFRASTRUCTURE Q2 2020

Report

Unlisted infrastructure funds registered one of their slowest fundraising quarters in Q2 2020. Preqin data shows that investors are gravitating toward established fund managers for safety amid the global economic downturn. Deal-making activity across all major regions and sub-sectors has also been significantly affected.

https://www.preqin.com/insights/research/quarterly-updates/preqin-quarterly-update-infrastructure-q2-2020

2020-07-08

PREQIN QUARTERLY UPDATE: REAL ESTATE Q2 2020

Report

Activity in the private real estate market declined significantly in the second quarter of 2020. The economic uncertainty caused by the COVID-19 pandemic and ongoing restrictions led to a drop in PERE deal volume from $78bn in Q1 2020 to just $30bn in Q2.

https://www.preqin.com/insights/research/quarterly-updates/preqin-quarterly-update-real-estate-q2-2020

2021-03-08

What Is Everybody Doing on Discord?

Article

Discord nearly tripled its revenue last year solely by selling subscription access to exclusive perks for users. By contrast, the companies behind other free online hangouts—including Facebook Inc., Twitter Inc. and Snap Inc. —primarily sell targeted ads built around sharing users’ personal information.

https://www.wsj.com/articles/a-social-network-without-ads-discord-defies-convention-11615199401

2021-03-08

IAB Outlook: 2021 Digital Ad Ecosystem

Report

IAB

Unveiled at the IAB Annual Leadership Meeting today, IAB Outlook: 2021 builds on this year’s theme “The Great Reset,” providing insights into pressing challenges marketers face. Among these include how the increased consumer time spent with digital media has illuminated a “trust gap” among consumers, brands, publishers, and platforms; growth opportunities ahead; and risks and opportunities in the consumer value chain.

https://www.iab.com/insights/iab-outlook-2021-ecosystem/

2018-03-08

Automation, skills use and training

Report

Detailed OECD report on potential impacts on employment of machine learning (that is, more automation). Suggests low single-digit percentages of observation could be affected, which is a lot less than the more apocalyptic forecasts - of course the impact depends on how fast and how geographically concentrated this is

https://www.oecd-ilibrary.org/docserver/2e2f4eea-en.pdf

2020-02-08

HANDS ON THE WHEEL the next electric vehicle charging technologies are coming our way

Report

There is no question that we are facing a worldwide explosion in the number of electric vehicles, but infrastructure is still problematic. Autonomous charging is a breakthrough technology that emerges in this context, aiming to provide a seamless way to charge and enabling for a more convenient driver experience. To win the race, it is crucial to understand the opportunity and challenges presented by it for actors along the entire value chain. By thinking ahead, new possibilities arise to capitalise on an industry that is set to grow and diversify in the coming years.

https://www.capgemini.com/wp-content/uploads/2020/02/Autonomous-Charging_PoV.pdf

2015-02-08

In any case, as my friend Tom Evslin liked to say “nothing great has ever been accomplished without irrational exuberance”. And the Carlota Perez corollary to that is “nothing important happens without crashes”.

Quote

Fred Wilson

In any case, as my friend Tom Evslin like to say “nothing great has ever been accomplished without irrational exuberance”. And the Carlota Perez corollary to that is “nothing important happens without crashes”.

https://avc.com/2015/02/the-carlota-perez-framework/

2021-12-07

Thread on Bitcoin's "segwit" (Segregated Witness)

Essay/Thoughts/Whitepaper/Opinion

Arman Parman

"I'm certain most people don't understand #Bitcoin's "segwit" (Segregated Witness), so a brief thread to explain in simple terms what I have learned... (maybe a full article one day)"

https://twitter.com/parman_the/status/1468455131922386945

2020-12-07

APIs All the Way Down

Essay/Thoughts/Whitepaper/Opinion

Packy McCormick

APIs let companies leverage years of other companies’ work in seconds.

https://notboring.substack.com/p/apis-all-the-way-down-audio

2017-12-07

"World’s largest company by sales (Walmart) is now the perceived underdog. "

Quote

"World’s largest company by sales (Walmart) is now the perceived underdog."

https://www.economist.com/business/2017/12/07/the-beast-of-bentonville-battles-amazon-the-king-of-the-e-commerce-jungle

2019-11-07

The Bitcoin Reformation

Report

This report makes the case that the 21st century emergence of bitcoin, encryption, the internet, and millennials are more than just trends; they herald a wave of change that exhibits similar dynamics as the 16-17th century revolution that took place in Europe. Some of the conclusions our report suggests: • Bitcoin tolerance versus intolerance to become a major political faultline • Bitcoin’s primary drivers will be in saving, lending and underwriting • Collaborative custody to become an industry standard • Offshore banking may transform into bitcoin banking • Bitcoin to mature quickly: bonds, annuities, loans, insurance • Initial exchange offerings (IEOs) expected to stay and grow larger • Bitcoin savers could accelerate a revolution in the history of though

https://docsend.com/view/ijd8qrs

2019-11-07

Global Mobile Trends 2020

Report

GSMA Intelligence has published its fourth annual Global Mobile Trends report, providing exclusive data and analysis on the key trends shaping the future of the mobile and digital ecosystems. The latest report, which comes under the headline, New decade, new industry?, presents five big trends and predicts the market dynamics set to unfold over the next 10 years as we enter a new decade.

https://data.gsmaintelligence.com/api-web/v2/research-file-download

2019-11-07

Payments in Sweden 2019

Report

The report Payments in Sweden describes and analyses developments on the retail payment market and the services offered by the Riksbank. It is published once a year, starting 2019. The report summarises developments over the past year and presents the Riksbank’s assessments and policy in the area. The aim is for the report to contribute to a knowledge-based debate and make it easier for external parties to monitor, understand and evaluate the Riksbank’s policy on the retail payment market.

https://www.riksbank.se/globalassets/media/rapporter/sa-betalar-svenskarna/2019/engelska/payments-in-sweden-2019.pdf

2020-10-07

PREQIN QUARTERLY UPDATE: PRIVATE EQUITY & VENTURE CAPITAL Q3 2020

Report

In what has been a challenging year for financial markets, the scale of the impact on private equity is becoming clearer with the release of Q3 data. The decline in actual fundraising has accelerated, but there are a record number of funds on the road albeit will a smaller total capital target than in the past couple of years. Despite the fundraising challenge, global buyout deal flow has rebounded significantly from Q2 levels. And in the venture capital space, deal activity has continued its strong recovery and exit valuations soared to a new quarterly record.

https://www.preqin.com/insights/research/quarterly-updates/preqin-quarterly-update-private-equity-and-venture-capital-q3-2020

2015-08-07

20 years on: Why Netscape's IPO was the "Big Bang" of the Internet era

Bio/Obituary/Profile/Interview

Brian Mccullough

This Sunday, August 9th, marks the 20th anniversary of perhaps the seminal moment in modern tech history. On August 9th, 1995, Netscape Communications Corporation went public. Regular listeners know, I began this project last year by collecting oral histories from a good chunk of the original Netscape engineering team (read a summary oral history here or listen to all the oral histories here). We all know that the Internet, and even the web, predated Netscape. But as the first Internet company that truly mattered, I chose to begin this project with Netscape because it was absolutely the harbinger of the modern technology revolution that has transformed all of our lives over the last 20 years.

http://www.internethistorypodcast.com/2015/08/20-years-on-why-netscapes-ipo-was-the-big-bang-of-the-internet-era/

2011-08-07

This Time is Different

Book

Carmen M. Reinhart,Kenneth S. Rogoff

Throughout history, rich and poor countries alike have been lending, borrowing, crashing—and recovering—their way through an extraordinary range of financial crises. Each time, the experts have chimed, “this time is different”—claiming that the old rules of valuation no longer apply and that the new situation bears little similarity to past disasters.

https://www.economist.com/media/pdf/this-time-is-different-reinhart-e.pdf

1862-08-07

The Companies Act, 1862

Filing

https://ia800200.us.archive.org/30/items/companiesactwit00pulbgoog/companiesactwit00pulbgoog.pdf

2020-05-07

Phenomena Report COVID-19 Spotlight

Report

The COVID-19 worldwide pandemic has drastically affected network usage around the world, with many operators experiencing 100% growth in traffic volume as usage shifts from enterprise and education networks to primarily consumer broadband networks.

https://www.sandvine.com/hubfs/Sandvine_Redesign_2019/Downloads/2020/Phenomena/COVID%20Internet%20Phenomena%20Report%2020200507.pdf

2020-03-07

Sovereign Investors 2020 A growing force

Report

Sovereign investors continue to increase in number, size, variety and scope. In this group we include Sovereign Wealth Funds (SWFs) and the very large Public Pension Funds (PPFs) who are active in the global market place and have many of the characteristics of SWFs. Sovereign Investors have increasingly captured attention and exerted influence in global financial markets.

https://www.pwc.com/ee/et/publications/pub/sovereign-investors-2020.pdf

2021-02-07

Atlassian Breakdown

Deck/Memo/Presentation

https://businessbreakdowns.substack.com/p/atlassian

2020-02-07

2020 BUSINESSES @ WORK

Report

Welcome to the sixth Businesses @ Work report, an in-depth look into how organizations and people work today — exploring workforces and customers, and the applications and services they use to be productive.

https://www.okta.com/businesses-at-work/2020/

2019-02-07

2019 BUSINESSES @ WORK

Report

Welcome to the fifth Businesses @ Work report, an in-depth look into how organizations and people work today — exploring workforces and customers, and the applications and services they use to be productive.

https://www.okta.com/businesses-at-work/2019

2021-01-07

Speed of execution is the moat inside which live all other moats

Essay/Thoughts/Whitepaper/Opinion

Hemant Mohapatra

Speed of execution is the moat inside which live all other moats. Speed is your best strategy. Speed is your strongest weapon. Speed has THE highest correlation to mammoth outcomes. Those who conflate speed w/ 'thoughtlessness' haven't seen world class execution @ speed.

https://twitter.com/MohapatraHemant/status/1346858624920875009

2020-11-06

Progress, stagnation, and flying cars

Article

J. Storrs Hall

Suppose you were to reach into the mirror universe, where everything is inverted, and pull out a book that is the exact opposite of Robert Gordon’s The Rise and Fall of American Growth. Instead of being written by a scholarly economic historian steeped in the study of the past, it would be written by an engineer who has spent his career on futuristic technology.

https://rootsofprogress.org/where-is-my-flying-car

2021-10-06

Categorizing for Clarity

Article

Dan Callanhan,Michael J. Mauboussin

Key takeaways: · The objective of financial statements is to help investors, creditors, and other interested parties understand the business. · The statement of cash flows is a relatively recent accounting statement, having been required in its current form only since 1988. · To be clear, negative free cash flow is not only fine but desirable when the return on investment is attractive. · Further, the basic structure of financial statements was developed to reflect a world of tangible assets and has not changed much in a century · Accountants record most intangible investments on the income statement. The essential adjustment is to move intangible investment from cash flow from operating activities, where it is hidden, to cash flow from investing activities. · Exhibit 7 summarizes all of the recommended adjustments and offers a brief rationale for each. · A final potential adjustment is to consider marketable securities as part of cash and cash equivalents. This affects cash flow from investing activities and means that the statement of cash flows is reconciling larger beginning and ending sums.

https://www.morganstanley.com/im/publication/insights/articles/article_categorizingforclarity.pdf

2020-10-06

Investment Thesis for Clover Health

Deck/Memo/Presentation

Chamath Palihapitiya

https://twitter.com/chamath/status/1313461164890677249

2019-08-06

Estimated TNC Share of VMT in Six US Metropolitan Regions

Report

TNCs account for an estimated range of 1.0 - 2.9 percent of total VMT for the six metropolitan regions, while all other vehicle activity accounts for approximately 97 to 99 percent of total VMT. When looking solely at the core counties, there is greater variation in the share of total VMT generated by TNCs. The rate is highest in San Francisco, in the estimated range of 12.2 – 13.4 percent (i.e., approximately 87 percent of VMT is due to all other vehicle activity), and lowest in Seattle, in the estimated range of 1.7 – 2.0 percent (i.e., approximately 98 percent of VMT is due to all other vehicle activity).

https://drive.google.com/file/d/1FIUskVkj9lsAnWJQ6kLhAhNoVLjfFdx3/view

2017-06-06

Civic Token Sale White Paper

Report

Today, at Civic, we’re releasing our much anticipated whitepaper, on our Token Sale page. We’ve done things a bit differently, but for very good reasons which I outline later in this post. We’ve decided to create a model for doing a token sale that is fair & innovative, and we hope others will follow in our footsteps.

https://tokensale.civic.com/CivicTokenSaleWhitePaper.pdf

2021-04-06

An analysis of Bitcoin's use in illicit finance

Report

Thomas Schoenberger,Josh Kirshner,Michael Morell

New technologies almost always come with both significant benefits for society as well as negative externalities. It is the role of government officials to make policy that allows the benefits to flourish while protecting us from the downsides. As I saw firsthand in my 33-year career at the Central Intelligence Agency, the process our government uses to get this balance right can often be frustratingly slow, but it has ultimately and typically met the challenge.

https://cryptoforinnovation.org/resources/Analysis_of_Bitcoin_in_Illicit_Finance.pdf

2021-03-06

Coinbase ($COIN) Breakdown

Report

What does it take to build a world with more economic freedom for every person and business regardless of their location. Today, we will breakdown, Coinbase ($COIN), a company building the infrastructure to propel a crypto revolution that is decentralizing the world of money and finance.

https://equitybreakdown.substack.com/p/coinbase-coin-breakdown-1a1zp1ep5qgefi2dmptftl5s

2020-03-06

SOVEREIGN WEALTH FUNDS 2019

Report

Sovereign Wealth Funds 2019: Continuity and Change

https://docs.ie.edu/cgc/research/sovereign-wealth/SOVEREIGN-WEALTH-RESEARCH-IE-CGC-REPORT_2019.pdf

2022-01-06

Delivering with Uber Eats

Article

Peter Ramsey

Most of you will be familiar with the experience of either riding in an Uber, or having food delivered by one—the convenience is enchanting. Watching a tiny car bounce around a map as the driver makes their way to you is a UX delight so powerful, that it's been copied across many verticals. But my experience of the driver-side app had been limited to me watching the driver's docked iPhone navigate us to our destination, during a ride. I didn't know what happened before or after.

https://builtformars.com/case-studies/delivering-with-uber-eats

2021-01-06

The Three Axes of Micromobility: Supply Chains, Distribution, and Maintenance

Article

PUNEETH MERUVA

Micromobility (micromobility or MM) as an industry has blossomed over the last ~4 years since the term was coined. In 2019, McKinsey estimated that micromobility would be a $300B-$500B industry by 2030, and new estimates adjusted for the effects of the pandemic suggest a further boost of 5%-10% in the number of passenger km traveled. In 2020, according to the NPD group, e-bike sales reached $490.8M in sales in the US alone, resulting in an 144% increase year over year.

https://www.trucks.vc/blog/the-three-axes-of-micromobility-supply-chains-distribution-and-maintenance

2020-01-06

2020 GLOBAL DIGITAL AD TRENDS

Report

This guide includes global advertising forecasts, growth trends for emerging and evolving formats, trends in header bidding, private marketplaces, and more!

https://pubmatic.com/wp-content/uploads/2020/01/2020-Global-Digital-Ad-Trends.pdf

2021-12-05

The Bitcoin Times

Report

Aleks Svetski,Alex McShane,Allen Farrington,Brandon Quittem,Craig Warmke,Makena Rhodes,Peter St Onge,Satoshi Nakamoto,Tomer Strolight

The Bitcoin Times Ed 4, realeased on NYE of 2021 is a message of hope for a future that we have the power to create and one we can be proud to hand down to our kin. It's full of a new set of incredible long form essays, including a partial fiction from Peter St Onge and a beautiful story by Tomer Strolight. It also includes two of the most minblowing works of big-brained Bitcoin art by Aleks Svetski (Fire, Bitcoin, Teleportation) & Brandon Quittem (The Pioneer Species). Allen Farrington and Craig Warmke deliver their own philosophical treatises on the separation of money state, and the question of Bitcoin or no Bitcoin. Finally, Alex McShane writes the foreword for what is once again an incredibly profound collection of timeless Bitcoin works. We hope you enjoy it, and continue to follow and support all the contributors.

https://sites.google.com/getamber.io/thebitcointimes/ED_4

2017-12-05

A Dozen Lessons for Entrepreneurs

Book

Tren Griffin

A Dozen Lessons for Entrepreneurs shows how the insights of leading venture capitalists can teach readers to create a unique approach to building a successful business. Through profiles and interviews of figures such as Bill Gurley of Benchmark Capital, Marc Andreesen and Ben Horowitz of Andreesen Horowitz, and Jenny Lee of GGV Capital, Tren Griffin draws out the fundamental lessons from their ideas and experiences. Entrepreneurs should learn from past successes but also be prepared to break new ground.

https://amzn.to/2tlpKwq

2017-12-05

Top Predictions for the App Economy in 2018

Report

Read our top predictions for apps in 2018 covering a broad range of topics from augmented reality, video streaming, retail, finance and more.

https://www.appannie.com/en/insights/market-data/predictions-app-economy-2018/

2019-11-05

Measuring digital development: Facts and Figures 2019

Report

Facts and figures 2019 offers a snapshot of the most important ICT indicators, including estimates for the current year. Latest figures show that while Internet use continues to spread, the digital gender gap is also growing. More effective action urgently needed to address a range of barriers cultural, financial and skills-related – that are impeding Internet uptake, especially among women.

https://www.itu.int/en/ITU-D/Statistics/Documents/facts/FactsFigures2019.pdf

2008-11-05

Internet Trends 2008

Report

Mary Meeker

• Economy 1. Recession – a long time coming, how long will it last? 2. Technology & Advertising Spending – closely tied to GDP growth • Technology / Internet 1. Digital Consumer – Undermonetized social networks / video / VoIP driving powerful usage growth 2. Mobile – Innovation in wireless products / services accelerating 3. Emerging Markets – Pacing next wave of technology adoption

https://www.bondcap.com/report/it08/#view/1

2019-09-05

World Payments Report 2019

Report

As global non-cash transactions boom and competition flourishes, many banks remain reluctant to embrace Open Banking via data sharing, ecosystem partnerships and open platforms, with multiple incumbents still being cautious of change. Instead, they perceive Open Banking as a potential challenge when it is a necessity for improved customer experience and retention in the long-run

https://worldpaymentsreport.com/wp-content/uploads/sites/5/2019/09/World-Payments-Report-WPR-2019.pdf

2017-07-05

Bitcoin, Ethereum, Blockchain, Tokens, ICOs: Why should anyone care?

Report

Preethi Kasireddy

If you want to understand why crypto is getting the spotlight, you have to understand the behind-the-scenes catalysts driving the market. Right now, that catalyst is the “token sale” or “Initial Coin Offering (ICO)” phenomena.

https://medium.com/hackernoon/bitcoin-ethereum-blockchain-tokens-icos-why-should-anyone-care-890b868cec06

1993-07-05

"On the Internet, nobody knows you're a dog."

Graphic

Peter Steiner

"On the Internet, nobody knows you're a dog."

2020-06-05

80% OF U.S. TV HOUSEHOLDS HAVE AT LEAST ONE CONNECTED TV DEVICE

Report

– New consumer research from Leichtman Research Group, Inc. (LRG) finds that 80% of U.S. TV households have at least one Internet-connected TV device, including connected Smart TVs, stand-alone streaming devices (like Roku, Amazon Fire TV stick or set-top box, Chromecast, or Apple TV), connected video game systems, and/or connected Blu-ray players

https://www.leichtmanresearch.com/wp-content/uploads/2020/06/LRG-Press-Release-06-05-2020.pdf

2018-06-05

The Economic Limits of Bitcoin and the Blockchain

Report

In particular, the model suggests that Bitcoin would be majority attacked if it became sufficiently economically important — e.g., if it became a “store of value” akin to gold — which suggests that there are intrinsic economic limits to how economically important it can become in the first place.

https://faculty.chicagobooth.edu/eric.budish/research/Economic-Limits-Bitcoin-Blockchain.pdf

2015-05-05

NEM Technical Reference

Report

NEM, in its most basic form, is a crypto currency that is built on block chain technology. The NEM block chain is an improvement on existing block chain technologies. It integrates concepts from other cryptocurrencies (e.g. Bitcoin) and academic research in network theory

https://nemplatform.com/wp-content/uploads/2020/05/NEM_techRef.pdf

2020-04-05

The State of Open Source Security Vulnerabilities

Report

In this report we’ll be looking at the number of open source vulnerabilities published this year, and then take a closer look at open source security vulnerabilities in popular programming languages, most common CWEs over the years, open source vulnerabilities’ scoring and severity, and vulnerabilities in the most popular open source projects that we all use and love.

http://file:///C:/Users/Ram/Dropbox/Pirque%20Research/Stats/Research%20and%20News/Reports/2020%20Q2/the-state-of-open-source-vulnerabilties-2020.pdf

2020-04-05

PE Pulse Quarterly insights and intelligence on PE trends

Report

The PE Pulse has been designed to help you remain current on capital market trends. It captures key insights from subject-matter professionals across EY member firms and distills this intelligence into a succinct and user-friendly publication.

https://assets.ey.com/content/dam/ey-sites/ey-com/en_gl/topics/private-equity/private-equity-pdfs/ey-pe-pulse-q-1-2020.pdf

2017-04-05

What We Said When the World Changed

Report

Morgan Housel

How we reacted to the car, the airplane, and the idea of the world changing forever

https://www.collaborativefund.com/uploads/Collaborative%20Fund%20--%20What%20We%20Said%20When%20the%20World%20Changed.pdf

2021-03-05

Infectious diseases and social distancing in nature

Literature/Paper

Daniel I. Bolnick,Lauren Ancel Meyers,Dana M. Hawley,Eric C. Shattuck,Nathalie Stroeymeyt,Sebastian Stockmaier

Spread of contagious pathogens critically depends on the number and types of contacts between infectious and susceptible hosts. Changes in social behavior by susceptible, exposed, or sick individuals thus have far-reaching downstream consequences for infectious disease spread. Although “social distancing” is now an all too familiar strategy for managing COVID-19, nonhuman animals also exhibit pathogen-induced changes in social interactions

https://www.science.org/doi/10.1126/science.abc8881

2021-03-05

Inside Jeff Bezos’s failed attempt to make Amazon “cool” like Apple and Nike

Article

We talked to more than a dozen designers, many of whom worked with Bezos on Amazon’s most important products, as he steps down as CEO.

https://www.fastcompany.com/90611088/the-complicated-design-legacy-of-jeff-bezos

2020-03-05

The Mobile Economy 2020

Report

The GSMA Mobile Economy series provides the latest insights on the state of the mobile industry worldwide. Produced by our renowned in-house research team, GSMA Intelligence, these reports contain a range of technology, socio-economic and financial datasets, including forecasts out to 2025. The global version of the report is published annually at MWC Barcelona, while regional editions are published throughout the year.

https://www.gsma.com/mobileeconomy/wp-content/uploads/2020/03/GSMA_MobileEconomy2020_Global.pdf

2019-02-05

State of the Cloud Report 2019

Report

What goes into building an enduring cloud business? Bessemer investors Byron Deeter, Kristina Sheen, and Anna Khan reveal the G.R.I.T. framework and ways for cloud founders to develop new levels of operational rigor. In this presentation, Bessemer unveils insights into the cloud industry, Good, Better, Best frameworks for SaaS startups, and the 2019 technology trends and predictions Bessemer is most excited about.

https://www.slideshare.net/BessemerVP/bessemer-venture-partners-2019-state-of-the-cloud-130798518

2021-01-05

China’s 14th Five-Year Plan: A First Look

Report

The Communist Party of China (CPC)’s 19th Central Committee—a body of China’s 376 top Party officials— held its 5th Plenum in late October 2020 to deliberate on China’s 14th Five-Year Plan (FYP) for 2021-2025 and economic goals outto 2035. China’s annual Central Economic Work Conference reviewedthe plansin December ahead of the scheduled ratification of final versions at the annual session of China’s legislature in March 2021.

https://crsreports.congress.gov/product/pdf/IF/IF11684

2020-12-04

Frank Carney, Co-Founder of Pizza Hut, Dies at 82

Bio/Obituary/Profile/Interview

In 1958 With $600 borrowed from their mother, grew company to 3,400 domestic and international outlets and sold the company to PepsiCo for $300 million in 1977.

https://www.nytimes.com/2020/12/04/business/frank-carney-dead.html

2020-12-04

State of European Tech

Report

Our annual State of European Tech report, published in partnership with Slush and Orrick with support from Silicon Valley Bank is LIVE.

https://2020.stateofeuropeantech.com/chapter/state-european-tech-2020/

2021-11-04

An under-appreciated edge Tiger has over venture firms

Essay/Thoughts/Whitepaper/Opinion

Sar Haribhakti

Their junior staff is not Stanford MBA types with 1-2 years of startup experience. They don't seek operator status. They don't give a shit about personal brands or twitter. They are just brining the late night Wall Street DNA to venture capital.

https://twitter.com/sarthakgh/status/1456247510025097223

2021-11-04

Airbnb insights

Article

Q-Cap -

$ABNB Ok so now that I've had to chance to read over the transcript (after listening to the c/c), I would love to share a few insights that may have been missed or overlooked if you look only at headline numbers. This is where reading transcripts really pays off.

https://twitter.com/qcapital2020/status/1456424427726462980

2021-11-04

Age of Invention: The Statute of Monopolies, Part II

Article

Anton Howes

In the first part, I gave some background to understanding the Statute of Monopolies of 1624, widely and mistakenly lauded as the start of the patent system. (If you missed it, you can read it here). As I noted, patents for invention were in fact far older, and were not even the creations of parliaments. They were creatures of the Crown. Yet patent monopolies had become increasingly unpopular, especially when Elizabeth I granted them to well-connected courtiers to regulate pre-existing industries and professions, and not just for inventions. The grounds for some patents being in the public interest were flimsy. To add insult to injury, the queen ignored petitions to rescind patents, and even prevented cases about them being heard in the common-law courts. She left the aggrieved with little option but to appeal to Parliament.

https://antonhowes.substack.com/p/age-of-invention-the-statute-of-monopolies-5ed

2020-10-04

7 key levers that will drive growth at $ADSK for the next decade

Deck/Memo/Presentation

https://twitter.com/SouthernValue95/status/1312873171167703042

2021-08-04

2021 State of the mobile baseband

Article

Digits to Dollars

Smartphone vendors are struggling to differentiate their products. Apple does this with its hardware/software combination, but none of the other vendors control the Operating System they use. Instead, they are dependent on Google who is seemingly ambivalent about Android. This leaves the AP as one of the few ways these other vendors can differentiate. This point has been hammered home lately as Apple seems to have picked up much (maybe most) of the share opened up by Huawei’s exit. At the same time, pricing for Android phones has come under pressure, see above about the rapid proliferation of 5G phones.

https://digitstodollars.com/2021/08/04/2021-state-of-the-mobile-baseband/

2020-08-04

Public to Private Equity in the United States: A Long-Term Look

Literature/Paper

Dan Callanhan,Michael J. Mauboussin

· The equity capitalization of the U.S stock market is roughly 27 times the size of AUM for buyout funds and more than 80 times the size of venture capital funds. · There are about 3,600 public companies in the U.S. today, about one-half as many as there were in 1996 and three-quarters as many as there were in 1976. · Further, companies have raised more money in private markets than in public markets in each year since 2009. For example, companies raised $3.0 trillion in private markets and $1.5 trillion in public markets in 2017.3 These changes in how investors invest and how companies raise capital have important implications for holding periods, the perceived volatility of the returns, and liquidity. · The right panel of exhibit 11 shows that university endowments, which collectively control assets of more than $600 billion, have undergone an even bigger shift. · The pattern in asset allocation that we have seen is consistent with the search for returns. The left panel of exhibit 11 shows that a large sample of state and local government pension funds in the U.S., with total assets estimated to be $4.5 trillion, · Return dispersion, the difference between the best and worst funds, is very wide in private equity relative to other asset classes. Venture capital dispersion is higher than that of buyouts, but both are high. That means the ability to identify and gain access to skillful general partners is crucial. Research shows that skill in fund selection is a significant determinant of returns and that access to the best managers was key to the success of endowments such as Stanford and MIT. The leaders have done better than the followers.35 · First, the capital is locked up for a period of time, which limits the ability to buy high and sell low. Second, the smoothed returns provide a perception of stability that may offset the tendency to overreact to short-term losses. · Increasing returns are pronounced in intangible-based businesses, and there has been a growing gap between the intangible spending of the large firms relative to small ones. · The propensity to list is roughly one-half of what it was in the mid-1990s · For example, the average market capitalization of a public company in 1976, measured in 2019 dollars, was $686 million. By 1996, that average grew to just under $1.8 billion. Today, the average market capitalization is nearly $10.4 billion · There is debate about whether the size effect, a factor that reflects the fact that small-capitalization stocks deliver higher returns than the capital asset pricing model indicates, has remained intact as the number of stocks has dropped. · Only about 10 percent of funds charge less than 20 percent for the profit share, or carried interest, component of fees. · In addition, a number of marketplaces, including SharesPost, Forge, EquityZen, NASDAQ Private Market, ClearList, and Carta, provide liquidity for sellers and buyers. About one-half of private companies surveyed allow their employees to sell shares. · The sunlight of an IPO can be the best of disinfectants from overvaluation and can improve productivity · We saw that the expected returns were lower for large buyout funds that followed smaller funds. The same is true for venture capital, but the effect is even more pronounced.15 · As exhibit 44 suggests, every 1 percent shift in asset allocation from public to private equities represents about $390 billion in assets. For context, the commitment to U.S. buyouts and venture capital were approximately $315 billion in 2019. · In reality, flows often mirror past returns. Investors do in the present what they should have done years before. · As with most corners of the investment world, there will be pressure on fees for many buyout and venture capital firms.173 Similar to active managers of public equities, firms that demonstrate skill will be able to charge above-average fees. But investors will likely challenge the lower tier of the industry to lower fees.

https://www.morganstanley.com/im/publication/insights/articles/articles_publictoprivateequityintheusalongtermlook_us.pdf

2016-08-04

Calling Dunbar's Numbers

Literature/Paper

The social brain hypothesis predicts that humans have an average of about 150 relationships at any given time. Within this 150, there are layers of friends of an ego, where the number of friends in a layer increases as the emotional closeness decreases. Here we analyse a mobile phone dataset, firstly, to ascertain whether layers of friends can be identified based on call frequency. We then apply different clustering algorithms to break the call frequency of egos into clusters and compare the number of alters in each cluster with the layer size predicted by the social brain hypothesis. In this dataset we find strong evidence for the existence of a layered structure. The clustering yields results that match well with previous studies for the innermost and outermost layers, but for layers in between we observe large variability.

https://arxiv.org/pdf/1604.02400.pdf

2021-06-04

Tiger Cubs: How Julian Robertson built a hedge fund dynasty

Article

Harriet Agnew,Laurence Fletcher

When the implosion of Archegos Capital blew a hole worth more than $10bn out of a clutch of banks, one line in the biography of founder Bill Hwang stood out: Tiger Management.

https://www.ft.com/content/e1d1c558-9a87-4843-9cd8-29ab203b7911

2020-05-04

Global Music Report: The Industry in 2019

Report

The Global Music Report we issued today covers results for 2019 and reflects the successful work and investment of music creators – from record companies to artists and beyond. Importantly, the strong foundation we built over the past several years helped deliver growth in 2019.

https://www.ifpi.org/ifpi-issues-annual-global-music-report/

2020-05-04

“All dating codes are being reinvented right now,”

Quote

Chementine Lalande

“All dating codes are being reinvented right now,”

https://sifted.eu/articles/dating-apps-coronavirus/

2017-05-04

Gnosis Whitepaper

Report

Looking forward, we expect that the Gnosis prediction market platform will form the basis for machine information economies on a global scale by realizing effective information aggregation and empowering everyone to participate. In order for a prediction market platform to become truly disruptive, it must be universal and draw from a global liquidity pool. The platform must be decentralized, permissionless, and trustless for such a liquidity pool to exist. With these requirements in mind, the Gnosis team decided to build the platform on Ethereum.

https://gnosis.io/pdf/gnosis-whitepaper.pdf

2016-05-04

Investment Memo on Amazon

Deck/Memo/Presentation

This is our $AMZN deck from @SohnConf in 2016. Our idea was that $AMZN would 10x in 10y, become a $3T company by 2025, generating a 24% CAGR.

https://www.sohnconference.org/wp-content/uploads/2016/05/palihapitiya_sohn.pdf

2019-04-04

Global Consumer Insights Survey China

Report

This year, our newly released Global Consumer Insights Survey (GCIS) has shed lights on the emerging significance of customer experience. Taking the global insights with a local spin, our China report expanded the new retail narrative with a focus on customer experience in today’s technology-empowered world.

https://www.pwccn.com/en/retail-and-consumer/global-consumer-insights-survey-2019-china-report.pdf

2014-03-04

The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers

Book

Ben Horowitz

Ben Horowitz, cofounder of Andreessen Horowitz and one of Silicon Valley's most respected and experienced entrepreneurs, offers essential advice on building and running a startup—practical wisdom for managing the toughest problems business school doesn’t cover, based on his popular ben’s blog.

https://amzn.to/2MbRH0D

2020-02-04

Children and parents: Media use and attitudes report 2019

Report

This report examines children’s media literacy. It provides detailed evidence on media use, attitudes and understanding among children and young people aged 5-15, as well as about the media access and use of young children aged 3-4.

https://www.ofcom.org.uk/__data/assets/pdf_file/0023/190616/children-media-use-attitudes-2019-report.pdf

2020-02-04

Illuminating the Shadow Workforce: Insights Into the Gig Workforce in Businesses

Report

he research report titled, Illuminating the Shadow Workforce: Insights into the Gig Workforce in Businesses, reveals tenured workers and retirees are capitalizing on the tight U.S. labor market and the need for skilled workers, by turning to gig work. The report also found 1 in 6 enterprise workers are actually gig workers paid as either 1099-MISC (1099-M) workers or short-term W-2 employees working one to six months. The report takes a close look at their compensation, varied skill sets, and motivations.

https://www.adp.com/-/media/adp/resourcehub/pdf/adpri/illuminating-the-shadow-workforce-by-adp-research-institute.pdf

2021-12-03

Crypto Theses for 2022

Report

Ryan Selkis

Crypto analytics firm Messari has released its Crypto Theses for 2022, a 150+ page report on key trends, people, companies, and projects to watch across the crypto landscape, with predictions for next year. Messari CEO Ryan Selkis shares insights into the past year in crypto amid mounting regulatory pressure in the space. Could bitcoin hit $100K by the end of the year?

https://messari.io/pdf/messari-report-crypto-theses-for-2022.pdf

2019-12-03

UNCTAD B2C E-COMMERCE INDEX 2019

Report

The 2019 edition of the UNCTAD Business-to-Consumer (B2C) E-commerce Index finds that the Netherlands boasts the highest readiness to engage in and benefit from e-commerce. European economies dominate the top-10 list, which also features Singapore and Australia.

https://unctad.org/en/PublicationsLibrary/tn_unctad_ict4d14_en.pdf

2017-12-03

Power Laws in Venture Portfolio Construction

Essay/Thoughts/Whitepaper/Opinion

Jerry Neumann

A step by step model to show the effect of the power law in venture portfolio construction.

http://reactionwheel.net/2017/12/power-laws-in-venture-portfolio-construction.html

2020-11-03

Why China? A Macro Perspective

Article

In this issue of Sinology, we provide a macro perspective for thinking about whether an investor’s portfolio has enough exposure to China. We bust a few misconceptions—for example, private (not state-owned) companies are the engine of China’s economy—and explain how the country has become the world’s best consumer story. We assess the sustainability of China’s growth trajectory, and examine the key risks, from real estate to shadow banking and demographics.

https://global.matthewsasia.com/insights/sinology/2021/why-china-a-macro-perspective/

2020-10-03

The economics of vending machines

Article

Zachary Crockett

Three months ago, Jalea Pippens — a phlebotomist at St. John Hospital in Detroit — had her hours cut. In the midst of the pandemic, the 23-year-old found herself in dire need of a second income stream. One night, while scrolling through search results for “ways to make extra money,” she came across vending machines. She partnered up with her boyfriend and another business partner, bought a vending machine on Facebook Marketplace for $1.6k, and plunked it down at a local auto parts store, where it now grosses $400 per month.

https://thehustle-co.cdn.ampproject.org/c/s/thehustle.co/the-economics-of-vending-machines/amp/

2019-10-03

SEA Internet Economy Report 2019

Report

Mobile Internet transforming Southeast Asia. Just over a decade ago, four in five Southeast Asians had no Internet connectivity and limited access to the Internet. Today, Southeast Asians are the most engaged mobile Internet users in the world. There are 360 million Internet users in the region and 90% of them connect to the Internet primarily through their mobile phones.

https://www.blog.google/documents/47/SEA_Internet_Economy_Report_2019.pdf

2019-10-03

e-Conomy SEA

Report

e-Conomy SEA is a multiyear research program launched to shed light on the Internet economy in Southeast Asia. This latest report, by Google, Temasek and Bain & Company, highlights the most significant industry trends and analyses the current and future potential of the Southeast Asian Internet economy across its six largest markets—Indonesia, Malaysia, the Philippines, Singapore, Thailand and Vietnam. Findings show that the region’s Internet economy has, for the first time, crossed the $100 billion mark. By 2025, Southeast Asia’s Internet economy will have tripled to $300 billion.

http://think.storage.googleapis.com/docs/e-Conomy_SEA_2019_report.pdf

2021-07-03

Culture Wars are Long Wars

Article

The Scholar's stage

American conservatives never waged a culture war. Conservatives certainly fought, there is no denying that. They fought with every bit of obstruction and scandal their operatives could muster. But this was not a culture war. Rather, America’s conservatives fought a political war over culture. Republicans used cultural issues to gain—or to try to gain—political power.

https://scholars-stage.org/culture-wars-are-long-wars/

2019-07-03

PREQIN QUARTERLY UPDATE: PRIVATE EQUITY & VENTURE CAPITAL Q2 2019

Report

But investor appetite remains strong, and fund managers are upbeat about the prospects for the asset class in the coming quarters. In this Q2 2019 edition of the Preqin Quarterly Update: Private Equity & Venture Capital, we present the latest data on fundraising, funds in market, buyout and venture capital deals, investors and performance in the industry. In addition, industry placement agent Capstone Partners takes us through the trials and tribulations of the fundraising process.

https://www.preqin.com:443/insights/research/quarterly-updates/preqin-quarterly-update-private-equity-venture-capital-q2-2019

2017-04-03

"Mr. Musk - who is 45 years old, the same age as Mr. Ford was in 1908 when he released the Model T."

Quote

Christina Rogers,Tim Higgins

"Mr. Musk - who is 45 ears old, the same age as Mr. Ford was in 1908 when he released the Model T."

https://www.wsj.com/articles/tesla-on-a-hot-streak-passes-ford-in-investor-value-149122652

2017-04-03

Hacking DNA: The Story of CRISPR, Ken Thompson and the Gene Drive

Report

General overview of CRISPR technology with analogies to software

https://www.ycombinator.com/library/4C-on-the-history-and-potential-of-crispr-and-gene-drive

1963-04-03

Special Study of Securities Markets

Report

Congress

This report was the single most influential document ever published in the history of the SEC. "The report should not impair public confidence in the securities markets, but should strengthen it as suggestions for raising standards are put into practice".

https://www.sechistorical.org/collection/papers/1960/1963_SSMkt_Chapter_01_1.pdf

2017-03-03

Attacking The Grocery Shelves: 120+ Food & Beverage Startups In One Infographic

Graphic

The food and beverage startups in this graphic raised roughly $1.8B to offer insect protein, kombucha tea, kale chips, beef jerky, and more.

https://www.cbinsights.com/research/supermarket-brand-food-beverage-startups/

2022-02-03

Bitcoin Basics

Article

River Financial

River Financial provides a friendly Bitcoin Learning Center to go through 37 topics on Bitcoin Basics. More on Bitcoin can be explored on this platform.

https://river.com/learn/bitcoin-basics/

2021-02-03

US State of the Mobile Union 2H 2020

Report

We conducted nearly 3 million tests in the second half of 2020 to see how the carriers performed across the entire US, within the 50 states, and across the country's 125 largest metro areas. We've also taken a high-level look at 5G results for each network to show you how 5G can improve your connected experience. Read on to see how the carriers performed.

https://rootmetrics.com/en-US/content/us-state-of-the-mobile-union-2H2020

2020-01-03

Staff Working Paper No.845: Eight centuries of global real interest rates, R-G, and the 'suprasecular' decline, 1311-2018

Literature/Paper

Paul Schmelzing

With recourse to archival, printed primary, and secondary sources, this paper reconstructs global real interest rates on an annual basis going back to the 14th century, covering 78% of advanced economy GDP over time. I show that across successive monetary and fiscal regimes, and a variety of asset classes, real interest rates have not been ‘stable’, and that since the major monetary upheavals of the late middle ages, a trend decline between 0.6–1.6 basis points per annum has prevailed. A gradual increase in real negative‑yielding rates in advanced economies over the same horizon is identified, despite important temporary reversals such as the 17th Century Crisis.

https://www.bankofengland.co.uk/-/media/boe/files/working-paper/2020/eight-centuries-of-global-real-interest-rates-r-g-and-the-suprasecular-decline-1311-2018.pdf

2017-01-03

TechnoLatinas: Latin America Riding the Technology Tsunami

Report

Report about technology based private companys in South America - most entrepreneur driven digital ventures with an international footprint.

http://tecnolatinas.com/wp-content/uploads/2016/09/TECNOLATINAS_EN_PDF_010317.pdf

2021-12-02

Signing up to Cash App

Article

Peter Ramsey

Cash App is a mobile payment service, which was created by Square Inc. back in 2013. Now it has more than 70 million active users, and boldly claims to be the easiest way to send money. When I read this, I wanted to demonstrate the nuance that's often missing when labelling something as 'easy'—and Cash App provides the perfect example. There's a difference between something being easy to do, and something which feels intuitive (i.e., easy) for a new user.

https://builtformars.com/case-studies/signing-up-to-cash-app

2020-12-02

Securing the world's software

Report

In this report, we investigate open source security: how many projects rely on open source software, the likelihood of having a vulnerability, and best practices for remediation.

https://octoverse.github.com/

2021-11-02

Justice Department Sues to Block Penguin Random House’s Acquisition of Rival Publisher Simon & Schuster

Filing

US Department of Justice

The United States of America brings this civil action to stop Penguin Random House, LLC—the world’s largest book publisher—from buying its publishing rival, Simon & Schuster, Inc. If Defendants’ proposed merger is allowed to proceed, Penguin Random House would be, by far, the largest book publisher in the United States, towering over its rivals.

https://www.justice.gov/opa/press-release/file/1445916/download

1999-11-02

Brad Parkinson, an oral history conducted in 1999

Bio/Obituary/Profile/Interview

Michael Geselowitz

This interview conducted by Michael Geselowitz goes over the following subjects: -Parkinson's educational background and the origins of GPS -Air Force appointment and navigation program development -Technical challenges and satellite signal structure -NASA Advisory Council, dealing with technological debris -Differential GPS system; commercial support and contracts, military applications -GPS NAVSTAR name and marketing -University and private industry employment -Education at MIT -IRE and IEEE -Education in Aeronautics and Astronautics -Interdisciplinarity in IEEE societies, education, and GPS -Predictions on the future of GPS; Y2K

https://ethw.org/Oral-History:Brad_Parkinson#Parkinson.27s_educational_background_and_the_origins_of_GPS.5D

2020-10-02

"It may be very well the case that those all become tokenized"

Quote

https://www.youtube.com/watch?v=h3eKQRT7hbk

2021-09-02

James Dyson — Founder of Dyson and Master Inventor on How to Turn the Mundane into Magic

Bio/Obituary/Profile/Interview

James Dyson

Whenever I look at anything, I wonder how it works, and then I wonder how it could work better. Could I make it work better? Is there a technology I could use? Is there a way I can reconfigure it? Is there a radical breakthrough I could do by lateral thinking that would make a huge difference? So I just think like that all the time.

https://tim.blog/2021/09/02/james-dyson/

2021-09-02

Crumbl Cookies Story

Article

Justine Moore

The fastest-growing restaurant chain in the U.S. isn't Starbucks or Chipotle - it's Crumbl Cookies! How did a college student and his cousin start a nationwide phenomenon in the middle of Utah?

https://twitter.com/venturetwins/status/1433454067183804416

2014-09-02

DataHub: Collaborative Data Science & Dataset Version Management at Scale

Report

Analagous to Github, the authors suggest the creation of DataHub

http://db.csail.mit.edu/pubs/datahubcidr.pdf

2020-06-02

Private 5G: The Future of Industrial Wireless

Report

High-performance wireless communication is crucial in digital transformation of industrial systems which is driven by Industry 4.0 and the Industrial Internet initiatives. Among the candidate industrial wireless technologies, 5G (cellular/mobile) holds significant potential. Operation of private (non-public) 5G networks in industrial environments is promising to fully unleash this potential. This article provides a technical overview of private 5G networks. It introduces the concept and functional architecture of private 5G while highlighting the key benefits and industrial use-cases. It explores spectrum opportunities for private 5G networks. It also discusses design aspects of private 5G along with the key challenges. Finally, it explores the emerging standardization and open innovation ecosystem for private 5G.

https://arxiv.org/pdf/2006.01820.pdf

2020-05-02

Department of Defense (DoD) 5G Strategy

Report

Fifth-generation wireless communications technologies (5G) currently in development promise orders of magnitude improvements in multiple areas, including speed, connectivity, and reduced latency. The deployment of 5G capabilities will also be far more disruptive than those of prior generations, with transformative effects that extend beyond telecommunications. 5G networks will enable vastly more smart devices to connect to the internet, thereby accelerating the digital transformation that is already underway in manufacturing, transportation, healthcare, and government.

https://www.cto.mil/wp-content/uploads/2020/05/DoD_5G_Strategy_May_2020.pdf

2020-04-02

AppsFlyer Performance Index

Report

Fast forward five years and the industry-standard ranking of the best media sources in mobile advertising is back for the 10th time (!) in Edition X, covering the second half of 2019. Edition X is a fitting end to an exciting decade in which mobile apps exploded into our lives, attracting $57.8 billion in app install advertising spend in 2019 alone. Edition X is also the most segmented to date with 252 rankings sliced by region, platform, and category (including new categories like Finance, Entertainment, Travel, Photography, and multiple Gaming genres). Overall, Edition X covers 25 billion installs, and 52 billion app opens of over 16 thousand apps.

https://www.appsflyer.com/performance-index/edition-x/

2019-04-02

Global Music Report 2019: Annual State of the Industry

Report

Global Recorded Music Revenues Grow 9.7% Total streaming revenues grew 34.0% to nearly half of all revenue, driven by paid streaming Latin America shows highest regional growth for fourth consecutive year Asia and Australasia second-largest region for physical and digital formats combined

https://www.ifpi.org/ifpi-global-music-report-2019/

2021-03-02

Patreon: The Platform for the New Age of Creators (for Now?)

Article

The thesis for Patreon hinges on the untapped economic value of so-called “mid-tail creators” — creators making $1k-$500k per month. Conte sees such creators as “underserved small businesses” not being chased by top talent managers because they don’t command enough earning potential in their eyes. Without time to handle business, these mid-tail creators are then left with advertising as a reasonably simple, but unsubstantial revenue model. Conte believes that membership is a revenue model especially well-suited for content creators because it unlocks value: content creators receive stable recurring revenues, and loyal fans are able to continuously consume content and maintain an ongoing relationship with the creators they love.

https://digital.hbs.edu/platform-digit/submission/patreon-the-platform-for-the-new-age-of-creators-for-now/

2021-03-02

Final Report: National Security Commission on Artificial Intelligence

Report

The mandate of the National Security Commission on Artificial Intelligence’s (NSCAI) is to make recommendations to the President and Congress to “advance the development of artificial intelligence, machine learning, and associated technologies to comprehensively address the national security and defense needs of the United States.” This Final Report presents the NSCAI’s strategy for winning the artificial intelligence era. The 16 chapters in the Main Report provide topline conclusions and recommendations. The accompanying Blueprints for Action outline more detailed steps that the U.S. Government should take to implement the recommendations.

https://www.nscai.gov/wp-content/uploads/2021/03/Full-Report-Digital-1.pdf

2020-03-02

APP-ADS.TXT & ADS.TXT TRENDS REPORT 2019

Report

Pixalate, a global ad fraud intelligence and marketing compliance platform, today announced the release of its 2019 App-ads. txt and Ads. txt Trends Report. The report updates programmatic buyers and sellers on the latest trends around the IAB Tech Lab's initiatives.

https://info.pixalate.com/hubfs/Reports_and_Documents/Ads.txt%20Updates/Pixalate%20-%202019%20App%20Ads.txt%20Trends%20Report.pdf

2017-03-02

Parmalat vuelve a Chile tras adquirir La Vaquita por US$ 105,5 millones

Report

Covers the acquisition of La Vaquita by Parmalait

http://www.economiaynegocios.cl/noticias/noticias.asp

2013-03-02

"What the smartest people do on the weekends is what everyone else will do during the week in ten years."

Quote

Chris Dixon

"What the smartest people do on the weekends is what everyone else will do during the week in ten years."

https://cdixon.org/2013/03/02/what-the-smartest-people-do-on-the-weekend-is-what-everyone-else-will-do-during-the-week-in-ten-years/

2021-02-02

Q4 2020 Update

Report

In Q4 2020, the total number of mobile subscriptions was around 8 billion, with a net addition of 19 million subscriptions during the quarter.

https://www.ericsson.com/49220c/assets/local/mobility-report/documents/2020/emr-q4-2020-update.pdf

2021-01-02

Global Mobile Market Report 2020

Report

Analyze the latest mobile (gaming) market trends and market developments toward 2023. The data includes mobile-game market revenues and forecasts, smartphone user numbers and forecasts, and number of 5G-ready smartphones and forecasts. This data is available for 32 key countries/markets as well as on a global and regional scale.

https://resources.newzoo.com/hubfs/Reports/2020_Free_Global_Mobile_Market_Report.pdf

2021-12-01

Advancing mathematics by guiding human intuition with AI

Article

Demis Hassabis,Geordie Williamson,Marc Lackenby,András Juhász,Charles Blundell,Peter Battaglia,Richard Tanburn,Nenad Tomašev,Daniel Zheng,Sam Blackwell,Lars Buesing,Petar Veličković,Alex Davies

The practice of mathematics involves discovering patterns and using these to formulate and prove conjectures, resulting in theorems. Since the 1960s, mathematicians have used computers to assist in the discovery of patterns and formulation of conjectures1, most famously in the Birch and Swinnerton-Dyer conjecture2, a Millennium Prize Problem3. Here we provide examples of new fundamental results in pure mathematics that have been discovered with the assistance of machine learning—demonstrating a method by which machine learning can aid mathematicians in discovering new conjectures and theorems.

https://www.nature.com/articles/s41586-021-04086-x

2021-12-01

Supercharging the European tech ecosystem

Report

sifted,dealroom.co

The European startup ecosystem now represents $3t in enterprise value. And venture capital investment will pass the $100b bar this year; close to what the United States were a couple years ago. This report looks back at Europe's startup economy and it's impressive growth in the past few years.

https://europeanstartups.co/uploaded/2021/12/Slush-x-Sifted-x-Dealroom-1-Dec-Supercharging-the-European-tech-ecosystem..pdf

2021-12-01

Three Steps to the Future

Report

Benedict Evans

The most exciting themes in technology today are transformative visions for 2025 or 2030: crypto, web3, VR, metaverse… and then everything else. Meanwhile, hundreds of start-ups take ideas from the last decade and deploy them over and over in one industry after another. And trying to keep up, the old economy faces waves of disruption from ideas we first talked about in the 1990s.

https://www.ben-evans.com/presentations

2020-12-01

Europe, unicorns and global tech diffusion

Report

Mosaic,Benedict Evans

Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. This year, ‘Three Steps to the Future’.

https://static1.squarespace.com/static/50363cf324ac8e905e7df861/t/600fe5382a91c54e1e01f2d7/1611654459415/2020+12+Europe.pdf

2020-12-01

Renewable energy and climate pledges: Five years after the Paris Agreement

Report

This brief updates ongoing NDC analysis by the International Renewable Energy Agency (IRENA) based on new pledges submitted in 2020. IRENA supports countries in the implementation and enhancement of their NDCs through accelerated deployment of renewables.

https://www.irena.org/-/media/Files/IRENA/Agency/Publication/2020/Dec/IRENA_NDC_update_2020.pdf

2020-12-01

U.S. END-OF-YEAR FORECAST

Report

Looking at 2021, an assumed second-half return to normalcy paired with the significant growth that followed the trough of the second quarter this year leads to expectations for robust growth of 11.8% on an ex-political basis, or 6% including it. For subsequent years, we anticipate slightly higher growth than we previously forecastnow 5% in 2022 followed by 4% in 2023 and 2024to reflect what we think will be an accelerated pace of investment in digital media by marketers of all sizes.

https://dmx9040v9xyo8.cloudfront.net/uploads/2020/11/groupmusadvertisingforecast_Dec2020.pdf

2020-12-01

Affirm business breakdown

Deck/Memo/Presentation

Igli Gezim

https://equitybreakdown.substack.com/p/affirm-holdings-afrm-breakdown

2019-12-01

Startup Growth and Venture Returns

Report

Abraham Othman

We use AngelList data from thousands of early-stage venture investments to solve for how each successive year of a startup’s existence affects investment returns. This allows us to create a model of how quickly winning venture investments grow and how that rate of growth decays. Our model shows that at the seed stage investors would increase their expected return by broadly indexing into every credible deal, a finding that does not hold at later stages. Our results also suggest that startups staying private longer have created a powerful engine for unbounded wealth creation entirely outside the public markets; we conclude with an argumentrootedinsocialequityforwhyretailinvestorsshouldhaveaccesstoabroad-basedindexofearlystage venture investments.

https://angel.co/blog/venture-returns

2019-12-01

The Silicon Six and their $100 billion global tax gap

Report

Facebook, Apple, Amazon, Netflix, Google and Microsoft are some of the world’s biggest companies, and together have a combined market capitalization of $4.5 trillion. They are worth more than the 1,000 companies listed on the London Stock Exchange. Our analysis of the long-run effective tax rate of the Silicon Six over the decade to date has found that there is a significant difference between the cash taxes paid and both the expected headline rate of tax and, more significantly, the reported current tax provisions. We conclude that corporation tax paid is much lower than is commonly understood. Over the period 2010 to 2019: • the gap between the expected headline rates of tax and the cash taxes actually paid was $155.3bn • the gap between the current tax provision

https://fairtaxmark.net/wp-content/uploads/2019/12/Silicon-Six-Report-5-12-19.pdf

2019-12-01

Artificial Intelligence Index Report 2019

Report

The AI Index Report tracks, collates, distills, and visualizes data relating to artificial intelligence. Its mission is to provide unbiased, rigorously-vetted data for policymakers, researchers, executives, journalists, and the general public to develop intuitions about the complex field of AI. Expanding annually, the Report endeavors to include data on AI development from communities around the globe.

https://hai.stanford.edu/sites/g/files/sbiybj10986/f/ai_index_2019_report.pdf

2018-12-01

2018 Review: High-growth SaaS IPOs

Report

Alex Clayton

2018 was a banner year for high-growth software companies going public. There were almost 20 in total and 16 high-growth software names, of which 14 made it to the public markets (Qualtrics and Adaptive Insights were acquired before trading).

https://www.meritechcapital.com/blog/2018-review-high-growth-saas-ipos

2018-12-01

Understanding Trends in Alternative Work Arrangements in the United States

Report

This paper describes and tries to reconcile trends in alternative work arrangements in the United States using data from the Contingent Worker Survey supplements to the Current Population Survey (CPS) for 1995 to 2017, the 2015 RAND-Princeton Contingent Work Survey (CWS), and administrative tax data from the Internal Revenue Service for 2000 to 2016. We conclude that there likely has been a modest upward trend in the share of the U.S. workforce in alternative work arrangements during the 2000s

https://scholar.harvard.edu/files/lkatz/files/rsage_freeman_draft_v10_new.pdf

2016-12-01

Mobile is eating the world

Report

Benedict Evans

Every year, I produce a big presentation exploring macro and strategic trends in the tech industry.

https://static1.squarespace.com/static/50363cf324ac8e905e7df861/t/5e45cf824f7b804fd51df551/1581633597427/2016+Benedict+Evans+Mobile+eating+the+World.pdf

2015-12-01

Yahoo! Investor Presentation

Report

Yahoo! Investor Presentation: A Better Plan For Yahoo Shareholders

https://www.wsj.com/public/resources/documents/yahoopresentation.pdf

1996-12-01

Internet Trends 1996

Report

Mary Meeker

One of the big unknowns concerning the Internet is Internet-based advertising. Will it work? How big could it be? How much money will companies spend to deliver advertising messages to potential customers? Is it much ado about nothing? Or is the Internet spawning the next mass medium? And what’s the likelihood of an Internet bandwidth meltdown, anyway?

https://www.bondcap.com/report/it96/#view/1

1990-12-01

The "Challenge Hypothesis": Theoretical Implications for Patterns of Testosterone Secretion, Mating Systems, and Breeding Strategies

Literature/Paper

A number of investigations in recent years have shown that seasonal profles of testosterone (T) levels in the blood of male birds breeding under natural conditions are highly variable. As a result of the application of field endocrinology techniques (see Wingfield and Farner 1976), the temporal patterns of T secretion in free-living males are now known for over 20 species (from 6 orders and 14 families), representing three mating systems (monogamy, polygyny, and polyandry) and several breeding strategies.

https://www.jstor.org/stable/2462170

1985-12-01

How Rapidly Does New Industrial Technology Leak Out

Report

There have been no systematic empirical studies of the speed at which various kinds of technological information leak out to rival firms. To help fill this gap, data were obtained from 100 American firms. According to the results, information concerning development decisions is generally in the hands of rivals within about 12 to 18 months, on the average, and information concerning the detailed nature and operation of a new product or process generally leaks out within about a year

https://www.jstor.org/stable/2098683

2021-11-01

Ericsson Mobility Report (Nov 2021)

Report

Ericsson

Over the last 10 years, mobile technology has had an incredible impact on society and business, above and beyond what anyone could have imagined. With this edition of the Ericsson Mobility Report,we take a look back at some of the key trends and events that have shaped the last decade as we celebrate the 10-year anniversary of this report.

https://www.ericsson.com/4ad7e9/assets/local/reports-papers/mobility-report/documents/2021/ericsson-mobility-report-november-2021.pdf

2020-11-01

Ericsson Mobility Report (Nov 2020)

Report

Ericsson

This year will go down in history as one which saw widespread global disruption, caused by a pandemic that has shaken every economy and significantly impacted everyday life. It has been a big strain on everyone, no matter where in the world you live.

https://www.ericsson.com/en/reports-and-papers/mobility-report/reports

2020-11-01

Automation and the Fate of Young Workers: Evidence from Telephone Operation in the Early 20th Century

Report

Telephone operation, one of the most common jobs for young American women in the early 1900s, provided hundreds of thousands of female workers a pathway into the labor force. Between 1920 and 1940, AT&T adopted mechanical switching technology in more than half of the U.S. telephone network, replacing manual operation. We show that although automation eliminated most of these jobs, it did not affect future cohorts' overall employment: the decline in demand for operators was counteracted by growth in both middle-skill jobs like secretarial work and lower-skill service jobs, which absorbed future generations. Using a new genealogy-based census linking method, we show that incumbent telephone operators were most impacted by automation, and a decade later were more likely to be in lower-paying occupations or have left the labor force entirely.

https://www.nber.org/papers/w28061

2020-11-01

State of the Digital Publishing Market Report

Report

In the report we share hitherto unpublished metrics on reader engagement and digital product feature usage along with insights into the audience development, product, platform, technology and organisational strategies of the worlds leading media brands.

https://www.pugpig.com/wp-content/uploads/sites/3/2020/11/Pugpig-State-of-the-Digital-Publishing-Market-Report-2020.pdf

2020-11-01

Cool Projects or Expanding the Efficiency of the Murderous American War Machine? AI Professionals Views on Working With the Department of Defense

Report

In a world where computing technologies such as artificial intelligence are increasingly critical for government operations and national security, the nature of the relationship between the U.S. tech industry and the Department of Defense is important. Recent highly publicized incidents of tech employee pushback against DOD-funded AI projects have created the perception of a rift between the tech industry and DOD. If true, such a rift would have serious implications for public policy, national security, and the future of AI. But are recent examples of employee pushback representative of the feelings of the entire tech industry? Specifically, how do tech professionals with AI-relevant skills feel about working on DOD-funded projects?

https://live-cset-georgetown.pantheonsite.io/research/cool-projects-or-expanding-the-efficiency-of-the-murderous-american-war-machine/

2019-11-01

Ericsson Mobility Report (Nov 2019)

Report

5G goes from strength to strength as networks are built out across the world. A big uptake of 5G subscriptions has taken place in South Korea, with around 3 million subscribers recorded in just a few months. Globally, we estimate 5G subscriptions for the end of 2019 will reach 13 million.

https://www.ericsson.com/4acd7e/assets/local/mobility-report/documents/2019/emr-november-2019.pdf

2019-11-01

Connected TV

Report

How advertisers can tune in to Connected TV The UK Connected TV (CTV) market has been gaining momentum over the last 12 months as audiences have continued to diversify their viewing habits. In turn, brands are tuning into the exciting new opportunities that CTV offers. Drawing on advice from a range of industry experts, our Connected TV guide explores key considerations for advertisers looking to get the most from this booming market.

https://www.iabuk.com/sites/default/files/public_files/Connected%20TV_digital_pages.pdf

2019-11-01

Startup Handbook

Report

We decided to take the experiences and insights learned over the past decade and compile them in a short handbook on best practices for startups. Yes, we know…there are already many, many great books on the subject of startups. We’re not trying to add more digital clutter. Instead, our handbook is focused on a particular stage of the startup lifecycle—post-Seed to pre-Series B. Since we primarily invest in seed stage companies with follow-ons to Series B, we are sharing some of the advice that we give our founding teams.

https://versionone.vc/startup-handbook/

2018-11-01

Breaking into VC

Essay/Thoughts/Whitepaper/Opinion

Erik Torenberg

A 2-pager explaining some of the key value-add skills of a VC.

https://docsend.com/view/mw8e4g6

2018-11-01

Ericsson Mobility Report (Nov 2018)

Report

As 5G hits the market, the mobile ecosystem is larger and more widespread and extensive than ever. Momentum is building in many markets as service providers accelerate their plans for 5G rollout. In 2024, we project that 5G will reach 40 percent population coverage and 1.5 billion subscriptions, making it the fastest generation ever to be rolled out on a global scale.

https://www.ericsson.com/assets/local/mobility-report/documents/2018/ericsson-mobility-report-november-2018.pdf

2018-11-01

The End of the Beginning

Report

Benedict Evans

Every year, I produce a big presentation exploring macro and strategic trends in the tech industry.

https://static1.squarespace.com/static/50363cf324ac8e905e7df861/t/5e45ca2b5750af6b4e5fcb14/1581632374050/2018+Benedict+Evans+End+of+the+beginning.pdf

2017-11-01

Ericsson Mobility Report (Nov 2017)

Report

Ericsson

Welcome to this edition of the Ericsson Mobility Report, where we, among other things, forecast 1 billion 5G subscriptions for enhanced mobile broadband by 2023. The evolution to 5G will enable a range of new use cases. One example we describe is the use of augmented reality-assisted maintenance and repair in the manufacturing industry.

https://www.ericsson.com/en/reports-and-papers/mobility-report/reports

2017-11-01

Ten Year Futures

Report

Benedict Evans

Every year, I produce a big presentation exploring macro and strategic trends in the tech industry.

https://static1.squarespace.com/static/50363cf324ac8e905e7df861/t/5e45cbd35750af6b4e60ab0f/1581632599540/2017+Benedict+Evans+Ten+Year+Futures.pdf

1968-11-01

The Money Men - Is Even U.S. Steel Safe?

Article

Forbes article from 1-nov-68 on the rise of Arthur Rock, VC’s founding father.

https://docsend.com/view/vmxghmq

2020-10-01

State of AI Report 2020

Report

The State of AI Report is now in its third year. New to the 2020 edition are several invited content contributions from a range of well-known and up-and-coming companies and research groups. Consider this Report as a compilation of the most interesting things weve seen with a goal of triggering an informed conversation about the state of AI and its implication for the future. We consider the following key dimensions in our report: Research: Technology breakthroughs and their capabilities. Talent: Supply, demand and concentration of talent working in the field. Industry: Areas of commercial application for AI and its business impact. Politics: Regulation of AI, its economic implications and the emerging geopolitics of AI. Predictions: What we believe will happen in the next 12 months and a 2019 performance review to keep us honest.

https://docs.google.com/presentation/d/1ZUimafgXCBSLsgbacd6-a-dqO7yLyzIl1ZJbiCBUUT4/edit#slide=id.g557254d430_0_8

2020-10-01

State of the Developer Nation

Report

The 19th Developer Economics global survey wave ran from June to August 2020 and reached more than 17,000 developers in 159 countries. This research report delves into key developer trends for Q3 2020 and beyond.

https://slashdata-website-cms.s3.amazonaws.com/sample_reports/y7fzAZ8e5XuKCL1Q.pdf

2020-10-01

LAZARDS LEVELIZED COST OF ENERGY ANALYSIS VERSION 14.0

Report

Selected renewable energy generation technologies are cost-competitive with conventional generation technologies under certain circumstances

https://www.lazard.com/media/451419/lazards-levelized-cost-of-energy-version-140.pdf

2020-10-01

The 2020 McKinsey Global Payments Report

Report

We expect full-year 2020 global payments revenue to be roughly $140 billion lower than in 2019a decline of about 7 percent from 2019a change equal in size to prior years' annual gains, which leaves revenues 11 to 13 percent below our prepandemic revenue projection for 2020.

https://www.mckinsey.com/~/media/McKinsey/Industries/Financial%20Services/Our%20Insights/Accelerating%20winds%20of%20change%20in%20global%20payments/2020-McKinsey-Global-Payments-Report-vF.pdf

2020-10-01

Automating Image Abuse

Report

This report outlines an investigation into an underground deepfake bot embedded in Telegram chatrooms was used to synthetise fake naked photos of approximately 104.000 females, using their social media profile pictures without their knowledge, for an estimate of 70% private individuals. We gather evidence that the bot had more than 100 thousand users overall, with 70% appearing to be Russian speakers.

https://sensity.ai/reports/

2020-10-01

Latin America Digital Transformation Report 2020

Report

A review of Latin America's Socioeconomic Foundations, Technology Penetration in 2020, Drivers of Digital Acceleration and Conditions for Sectorial Transformation

https://docsend.com/view/sbbwwznm236px8dz

2020-10-01

Report on a digital euro

Report

This report examines the issuance of a central bank digital currency (CBDC) the digital euro from the perspective of the Eurosystem. Such a digital euro would be a central bank liability offered in digital form for use by citizens and businesses for their retail payments. It would complement the current offering of cash and wholesale central bank deposits.

https://www.ecb.europa.eu/pub/pdf/other/Report_on_a_digital_euro~4d7268b458.en.pdf

2019-10-01

Your fundraising pitch deck - The do’s and don’ts

Report

We analyzed hundreds of Seed and Series A pitch decks and discovered not only the most common order of slides for the send-ahead deck, but also how to successfully tell your story to entice an investor.

https://john.do/wp-content/uploads/2019/12/Atrium-Docsend-Pitch-Deck-Example-Dos-Donts.pdf

2019-10-01

Cloud Adoption and Risk Report

Report

We analyzed the types of sensitive data in the cloud and how they're shared, examined IaaS security and adoption trends, and reviewed common threats in the cloud. We have uncovered the largest areas of risk in cloud computing today.

http://file:///C:/Users/bonni/Dropbox/01%20-%20market/2019%20Q4/rp-cloud-adoption-risk.pdf

2004-10-01

Internet Trends 2004

Report

Mary Meeker

The Internet in China

https://www.bondcap.com/report/it04/#view/1

2002-10-01

Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages

Book

Carlota Perez

It was Carlota Perez in the early 1980s, who designated the major changes in technology systems, such as mechanization, electrification or computerization, as "changes of techno-economic paradigm" a designation which has since been widely adopted.

https://amzn.to/2MdDcJO

2000-10-01

The Diffusion of the Tractor in American Agriculture: 1910-60

Literature/Paper

Paul Rhode,Alan Olmstead

This paper examines the impact and diffusion of the gasoline tractor in American agriculture. A key feature of the transition from horses to tractors was a long intermediate stage when both modes of power were used on the same farm. This is largely explained in the technical limitations of early tractors. In addition, we explore how rural markets and institutions adjusted to facilitate diffusion. Our simultaneous-equation regression analysis reveals that farm scale and tractor adoption had positive, independent effects on each other. Finally, we analyze diffusion as a capital replacement problem, which reveals that the shift to the new technology came far sooner than has generally been thought.

https://www.nber.org/system/files/working_papers/w7947/w7947.pdf

1988-10-01

"The highest forms of understanding we can achieve are laughter and human compassion."

Quote

Richard Feynman

"The highest forms of understanding we can achieve are laughter and human compassion."

1974-10-01

What Is It Like to Be a Bat?

Literature/Paper

Thomas Nagel

Consciousness is what makes the mind-body problem really intractable. Perhaps that is why current discussions of the problem give it little attention or get it obviously wrong. The recent wave of reductionist euphoria has produced several analyses of mental phenomena and mental concepts designed to explain the possibility of some variety of materialism, psychophys-ical identification, or reduction.' But the problems dealt with are those common to this type of reduction and other types, and what makes the mind-body problem unique, and unlike the water-H20 problem or the Turing machine-IBM machine problem or the lightning-electrical discharge problem or the gene-DNA problem or the oak tree-hydrocarbon problem, is ignored.

https://www.sas.upenn.edu/~cavitch/pdf-library/Nagel_Bat.pdf

2021-09-01

Blue skies for Amazon Air

Report

Abby Mader,Borja Gonzalez Morgado,Joseph P. Schwieterman,Mitchel Hirst,Steve Rudolph

This fully owned subsidiary of retail giant Amazon made notable moves during spring and summer 2021 that close gaps in its network, give it a Canadian presence, and set into motion the development of major hubs.

https://drive.google.com/file/d/1777cIMWs9Rzf3nPbqHS0QFSffMP3zVUj/view

2020-09-01

Electric vehicle capitals: Cities aim for all-electric mobility

Report

This briefing provides an update on the 25 largest electric passenger vehicle markets worldwide, which together represent 40% of global cumulative electric vehicle sales. The paper examines electric vehicle uptake, charging infrastructure, planning, goals, and policies among the top electric markets to discern lessons on the global transition to electric mobility.

https://theicct.org/sites/default/files/publications/ev-capitals-update-sept2020.pdf

2019-09-01

State of the Markets: Inside Views on the Health and Productivity of the Global Innovation Economy

Report

SVB’s third quarter report covers the latest high-profile IPOs and opportunities for the global venture ecosystem.

https://www.svb.com/trends-insights/reports/state-of-the-markets-report/2019-q3-report

2019-09-01

China Digital Consumer Trends

Report

New research from a survey of 4,300 Chinese consumers suggests a path forward for brands and marketers seeking the next wave of growth.

https://www.mckinsey.com/featured-insights/china/china-digital-consumer-trends-in-2019

2018-09-01

NOTES FROM THE AI FRONTIER MODELING THE IMPACT OF AI ON THE WORLD ECONOMY

Report

1. An approach to assessing the economic impact of AI Page 9 2. AI has the potential to be a significant driver of economic growth Page 12 3. Along with large economic gains, AI may bring wider gaps Page 30 4. Considering key questions can help economic entities decide how to optimize for AI Page 46

https://www.mckinsey.com/~/media/McKinsey/Featured%20Insights/Artificial%20Intelligence/Notes%20from%20the%20frontier%20Modeling%20the%20impact%20of%20AI%20on%20the%20world%20economy/MGI-Notes-from-the-AI-frontier-Modeling-the-impact-of-AI-on-the-world-economy-September-2018.ashx

2018-09-01

Mid-Year 2018 RIAA Music Revenues Report

Report

Overall market trends in the first half of 2018 continued to reflect the music industry’s rapid transition from unit based physical and digital sales towards streaming music sources. Total revenues from recorded music in the United States grew 10% to $4.6 billion at retail in 1H 2018. Streaming music accounted for _ of industry revenues. At wholesale value, revenues rose 10% to $ 3.1 billion.

https://www.riaa.com/wp-content/uploads/2018/09/RIAA-Mid-Year-2018-Revenue-Report.pdf

2018-09-01

Utility-Scale Solar Empirical Trends in Project Technology, Cost, Performance, and PPA Pricing in the United States – 2018 Edition

Report

In 2017, 6.2 GWDC of new utility-scale PV capacity were deployed in the United States. Though 42% below the record 10.8 GWDC deployed in 2016—a record driven by what had been, up until late-December 2015, a scheduled end-of-2016 reversion of the 30% federal investment tax credit (“ITC”) to 10%—2017’s deployment was nevertheless 46% above that seen in 2015.

https://emp.lbl.gov/sites/default/files/lbnl_utility_scale_solar_2018_edition_report.pdf

2018-09-01

Mid-Year 2019 RIAA Music Revenues Report

Report

In the first half of 2019, the U.S. recorded music market continued the overall trends and double digit growth rates of 2018. Revenue increases were driven by the number of paid subscriptions exceeding 60 million for the first time. Total revenues grew 18% to $5.4 billion at retail in the first half of 2019. Streaming music accounted for 80% of industry revenues. At wholesale value, revenues rose 16% to $3.5 billion.

http://www.riaa.com/wp-content/uploads/2019/09/Mid-Year-2019-RIAA-Music-Revenues-Report.pdf

2015-09-01

Blitzscaling: Class Notes and Essays

Database/List/Ranking

Chris Yeh,Chris McCann

The official collection for Stanford’s CS183C: Technology-enabled Blitzscaling.

https://medium.com/cs183c-blitzscaling-class-collection

1972-09-01

Faces Behind the Figures - Money's the Least of It

Article

Georges Doriot

Brief article about Georges Doriot v Wall St. "I don't know anyone on Wall Street who ever built a company. They simply furnish money, and that's the least important part of it."

https://docsend.com/view/xydedm9hvx8jjg95

1945-09-01

The Use of Knowledge in Society

Literature/Paper

https://www.cato.org/sites/cato.org/files/articles/hayek-use-knowledge-society.pdf

2020-08-01

CTIA 2020 Annual Survey

Report

For 35 years and as each generation of wireless became an integral part of our lives and economy, CTIA has been surveying U.S. wireless providers to tell the story of this dynamic industry. 2020’s CTIA Annual Survey looks back on a year of growth and groundwork as providers lit up their initial 5G networks while supporting record consumer demand for everything wireless.

https://api.ctia.org/wp-content/uploads/2020/08/2020-Annual-Survey-final.pdf

2019-08-01

The Consumer Credit Card Market

Report

The Credit Card Accountability Responsibility and Disclosure Act (CARD Act) requires the Bureau to prepare a biennial report to Congress regarding the consumer credit card market. This is the Bureau’s fourth report, and details findings regarding, among other things, the cost and availability of credit and innovations in the credit card marketplace.

https://files.consumerfinance.gov/f/documents/cfpb_consumer-credit-card-market-report_2019.pdf

2020-07-01

India Internet A Closer Look Into the Future

Report

We expect the India internet TAM to grow to US$177 bn by FY25 (excl. payments), 3x its current size, with our broader segmental analysis driving the FY20-25E CAGR higher to 24%, vs 20% previously. We see market share likely to shift in favour of Reliance Industries (c.25% by FY25E), in part due to Facebook’s traffic dominance; we believe this partnership has the right building blocks to create a WeChat-like ‘Super App’. However, we do not view India internet as a winner-takes-all market, and highlight 12 Buy names from our global coverage which we see benefiting most from growth in India internet; we would also closely watch the private space for the emergence of competitive business models.

https://nextbn.ggvc.com/wp-content/uploads/2020/09/July-2020-GS-India-Internet_-A-Closer-Look-Into-the-Future.pdf

2020-07-01

2020 Data Breach Investigations Report

Report

Credential theft,social attacks (i.e., phishing and business email compromise), and errors cause the majority of breaches (67% or more). DBIR data continues to show that external actors areandalways have beenmore common. In fact, 70% of breaches this year were caused by outsiders.

https://www.cisecurity.org/wp-content/uploads/2020/07/The-2020-Verizon-Data-Breach-Investigations-Report-DBIR.pdf

2019-07-01

A Formal Security Analysis of the Signal Messaging Protocol

Report

Katriel Cohn-Gordon

We conduct a formal security analysis of Signal’s initial extended triple Diffie-Hellman (X3DH) key agreement and Double Ratchet protocols as a multi-stage authenticated key exchange protocol. We extract from the implementation a formal description of the abstract protocol, and define a security model which can capture the “ratcheting” key update structure as a multi-stage model where there can be a “tree” of stages, rather than just a sequence. We then prove the security of Signal’s key exchange core in our model, demonstrating several standard security properties. We have found no major flaws in the design, and hope that our presentation and results can serve as a foundation for other analyses of this widely adopted protocol.

https://eprint.iacr.org/2016/1013.pdf

2019-07-01

Progress on household drinking water, sanitation and hygiene 2000-2017: Special focus on inequalities

Report

The World Health Organization and United Nations Children’s Fund (WHO/UNICEF) Joint Monitoring Programme for Water Supply, Sanitation and Hygiene (JMP) produces internationally comparable estimates of progress on drinking water, sanitation and hygiene (WASH) and is responsible for global monitoring of the Sustainable Development Goal (SDG) targets related to WASH.

https://www.washdata.org/sites/default/files/documents/reports/2019-07/jmp-2019-wash-households.pdf

2019-07-01

Global Top 100 Companeis by market capitalization

Report

This Global Top 100 report ranks the largest public companies by their market capitalisation in US dollars as at 31 March 2019 and compares this with the Global Top 100 list as at 31 March 2018 and 31 March 2009

https://www.pwc.com/gx/en/services/audit-assurance/publications/global-top-100-companies.html

2019-07-01

Private 5G Mobile Networks for Industrial IoT

Report

The strategic importance of private networks is now reflected in 5G R&D. Whereas in previous generations, private networking was an add-on capability to public cellular systems, these requirements are now addressed directly in the 5G specifications. This will ensure the technology meets the needs of future private network customers, will increase their confidence in the roadmap, and will serve to accelerate the deployment of 5G networks by and for enterprises.

https://www.qualcomm.com/media/documents/files/private-5g-networks-for-industrial-iot.pdf

2018-07-01

The variation between engineering output is so high that the best engineers will always be underpaid, and driven towards founding companies.

Quote

The variation between engineering output is so high that the best engineers will always be underpaid, and driven towards founding companies.

https://twitter.com/naval/status/1013595452002824193

2018-07-01

Nielsen Music Mid-Year Report US 2018

Report

The first half of 2018 saw a six-month record of over 400 billion on-demand streams, driven by record-breaking streaming volume from artists like Drake, Post Malone, J. Cole and Cardi B. Such achievements should help explain why R&B/Hip-Hop made a big impact on radio too, accounting for 6 of the year’s 20 most-played radio songs.

https://www.nielsen.com/content/dam/corporate/us/en/reports-downloads/2018-reports/us-midyear-music-report-2018.pdf

2017-07-01

Finance

Essay/Thoughts/Whitepaper/Opinion

Pirque

https://www.pirque.vc/finance/

2012-07-01

Angel Investing

Report

Please see the attached notes on seed-stage or “angel” investing. I hope this document proves a useful guide and perhaps it will help you avoid a mistake, especially those of you in New York where the technology-investing culture is taking off.

https://www.joelonsdale.com/news/angel-investing/

2001-07-01

Internet Trends 2001

Report

Mary Meeker

The State of Capital Markets and An Update on Technology Trends

https://www.bondcap.com/report/it01/#view/1

1977-07-01

"The longer you can go without having to go to those guys, the better off you are."

Quote

Nolan Bushnell

Advise from Nolan Bushnell to Steve Jobs. After Jobs asked Bushnell for an angel investment, Bushnell send Jobs to Valentine (Sequoia). Creative Capital by Spencer Ante, Page 235.

2021-06-01

The Network Effects Manual: 13 Different Network Effects (and counting)

Essay/Thoughts/Whitepaper/Opinion

James Currier

A manual that communicates the importance, variety, and complexity of network effects.

https://www.nfx.com/post/network-effects-manual

2021-06-01

Ericsson Mobility Report (Jun 2021)

Report

Ericsson

For more than 18 months now, the world has faced a crisis on a scale that defies belief. As countries around the world deal with different phases of the COVID-19 pandemic, it is clear that technology, and specifically connectivity, increasingly supports many aspects of our everyday lives.

https://www.ericsson.com/en/reports-and-papers/mobility-report/reports

2021-06-01

Mobile Shopping Apps Report

Report

Liftoff

The last 12 months will be remembered as a period when global events and the COVID outbreak combined to "pack a decade of e-commerce growth into a single year." Shelter in place orders swept across regions, forced a sea change in shopping behavior as record numbers of consumers leaned into mobile and apps to do daily shopping, hunt bargains, and collect digital coupons.

https://info.liftoff.io/2021-mobile-shopping-apps-report

2020-06-01

Ericsson Mobility Report (Jun 2020)

Report

Coronavirus disease 2019 (COVID-19)forced an unprecedented number of people all over the world to change their workplace from office to home and become accustomed to new routines in their daily lives. As new digital behaviors are forming, the critical role of communications service providers to support a functioning society with flawless digital communication capabilities in times of crisis has become apparent.

https://www.ericsson.com/49c840/assets/local/mobility-report/documents/2020/june2020-ericsson-mobility-report.pdf

2020-06-01

Global EV Outlook

Report

The Global EV Outlook is an annual publication that identifies and discusses recent developments in electric mobility across the globe. It is developed with the support of the members of the Electric Vehicles Initiative (EVI). Combining historical analysis with projections to 2030, the report examines key areas of interest such as electric vehicle and charging infrastructure deployment, ownership cost, energy use, carbon dioxide emissions and battery material demand.

https://webstore.iea.org/login

2020-06-01

UK PAYMENT MARKETS SUMMARY 2020

Report

A detailed analysis of the use of all types of payments in the UK during 2019, as well as forecasts of payment trends in the UK for the next 10 years. Includes commentary on payments used by consumers, businesses and Government.

https://www.ukfinance.org.uk/system/files/UK-Payment-Markets-Report-2020-SUMMARY.pdf

2020-06-01

THE EUROPEAN PAYMENTS LANDSCAPE IN PERSPECTIVE

Report

New challenges are emerging in this digital landscape: ensuring that payments are safe, that our personal data online is protected, and ensuring the cross-border payments landscape is quick, seamless, and at a low cost all over the planet.

https://www.luxembourgforfinance.com/wp-content/uploads/2020/06/The-European-Union-Payments-landscape-in-perspective.pdf

2020-06-01

UK PAYMENT MARKETS SUMMARY 2020

Report

A detailed analysis of the use of all types of payments in the UK during 2019, as well as forecasts of payment trends in the UK for the next 10 years

https://www.ukfinance.org.uk/system/files/UK-Payment-Markets-Report-2020-SUMMARY.pdf

2020-06-01

Covid-19’s impact on the gaming industry: 19 takeaways

Report

An examination of pandemic gaming behavior and game monetization

https://img06.en25.com/Web/Unity/%7B1d8bb073-24ca-45ae-9b26-4ec9ac2e3fb4%7D_Unity-Monetization-Covid-19-Insights-v3.7.pdf

2020-06-01

Global Private Equity Barometer

Report

Coller Capital’s Global Private Equity Barometer is a unique snapshot of worldwide trends in private equity – a twice-yearly overview of the plans and opinions of institutional investors in private equity based in North America, Europe, and Asia-Pacific (including the Middle East). This 32nd edition of the Barometer captured the views of 107 private equity investors from around the world.

https://www.collercapital.com/sites/default/files/Coller%20Capital%20Global%20Private%20Equity%20Barometer%20Summer%202020.pdf

2019-06-01

Ericsson Mobility Report (Jun 2019)

Report

As market after market switches on 5G, we are at a truly momentous point in time. No previous generation of mobile technology has had the potential to drive economic growth to the extent that 5G promises. It goes beyond connecting people to fully realizing the Internet of Things (IoT) and the Fourth Industrial Revolution.

https://www.ericsson.com/49d1d9/assets/local/mobility-report/documents/2019/ericsson-mobility-report-june-2019.pdf

2019-06-01

No Longer Optional: Employer Demand for Digital Skills

Report

Through this analysis, we find digital skills are becoming near-universal requirements for employment. The move up the career ladder from low- to high-skill jobs comes with increased demand for specific digital skills. Acquiring specific digital skills makes career progression as well as a pay increase more likely. In certain fields, job seekers need to develop digital skills related to specific technical tools of their chosen discipline to advance their careers.

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/807830/No_Longer_Optional_Employer_Demand_for_Digital_Skills.pdf

2019-06-01

IAB FY 2018 Podcast Ad Revenue Study: A detailed Analysis of the US Podcast Adertising Industry

Report

Self-reported podcast advertising revenues (“revenues”) by 22 reporting companies in the United States totaled $344.7 million for the full year (“FY”) of 2018, in market estimated to total $479.1 million.

https://www.iab.com/wp-content/uploads/2019/06/Full-Year-2018-IAB-Podcast-Ad-Rev-Study_6.03.19_vFinal.pdf

2019-06-01

What digital skills do adults need to succeed in the workplace now and in the next 10 years?’

Report

The future demand for general digital skills points at 21st century skills, especially interpersonal skills and cognitive competencies and learning strategies. It is argued that occupations where workers use digital skills creatively and to solve problems are likely to grow, while occupation where digital skills are used for routine tasks are likely to decline.

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/807831/What_digital_skills_do_adults_need_to_succeed_in_the_workplace_now_and_in_the_next_10_years_.pdf

2019-06-01

Shopify's State of Commerce Report

Report

Over the last year, the retail industry has experienced tremendous disruption and with these changes, both merchants and their customers have found new opportunities. In its first State of Commerce Report, Shopify found that online storefronts represent over 80% of sales and over 62 million buyers have bought from the same store twice.

https://www.dropbox.com/s/hyz0dtemzf3dkvi/Shopify%27s%20State%20of%20Commerce%20Report%20-%20June%205.pdf

2018-06-01

Ericsson Mobility Report (Jun 2018)

Report

The mobile industry has passed a number of big milestones over the last two decades, which in retrospect have led to fundamental changes to our society. When mobile data traffic surpassed mobile voice traffic in 2009, it was difficult to know what today’s use of mobile technology would look like.

https://www.ericsson.com/en/reports-and-papers/mobility-report/reports

2017-06-01

Ericsson Mobility Report (Jun 2017)

Report

Ericsson

As Ericsson’s newly appointed CSO, I am proud to take over as publisher of the Ericsson Mobility Report. Over the last five years, we have published insights and data points that clearly illustrate the tremendous evolution of mobile technology.

https://www.ericsson.com/en/reports-and-papers/mobility-report/reports

2016-06-01

Internet Trends 2016

Report

Mary Meeker

1) Global Internet Trends 2) Global Macro Trends 3) Advertising / Commerce + Brand Trends 4) Re-Imagining Communication – Video / Image / Messaging 5) Re-Imagining Human-Computer Interfaces – Voice / Transportation 6) China = Internet Leader on Many Metrics (Provided by Hillhouse Capital) 7) Public / Private Company Data 8) Data as a Platform / Data Privacy

https://www.bondcap.com/report/it16/#view/1

2014-06-01

Global Invested Capital Market

Report

The concept of a world market portfolio features prominently in many financial theories and models and serves as an important foundation of our asset allocation work for our clients. The world market portfolio is the collection of all assets available to investors in proportion to their relative market value

https://www.scribd.com/document/336103726/2014-HEK-whitepaper-Global-Invested-Capital-Market-pdf

2012-06-01

The Struggle

Essay/Thoughts/Whitepaper/Opinion

Ben Horowitz

Start a company? If you need inspiring words, you should not do it.

https://docsend.com/view/j2tbxan

2002-06-01

Internet Trends 2002

Report

Mary Meeker

The Internet- A Perspective

https://www.bondcap.com/report/it02/#view/1

2020-05-01

Bitcoin for the Open-Minded Skeptic

Literature/Paper

This paper outlines a simple and intuitive framework for Bitcoin as a new monetary asset.

https://www.matthuang.com/static/Bitcoin_For_The_Open_Minded_Skeptic.pdf

2020-05-01

2020 Crypto Hedge Fund Report

Report

In this report we provide an overview of the global crypto hedge fund landscape and offer insights into both quantitative elements (such as liquidity terms, trading of cryptocurrencies and performance) and qualitative aspects, such as best practice with respect to custody and governance. By sharing these insights with the broader crypto industry, our goal is to encourage the adoption of sound practices by market participants as the ecosystem matures.

https://www.pwc.com/gx/en/financial-services/pdf/pwc-elwood-annual-crypto-hedge-fund-report-may-2020.pdf

2020-05-01

The Missing £4 Billion Making R&D work for the whole UK

Report

This report examines one of these longstanding problems for the UK. The UK’s expenditure on Research and Development (R&D) - an important driver of economic growth - has historically been low compared to our competitor countries. The Government has committed to significantly increasing the amount that the UK spends on R&D by 2025. This investment is needed now more than ever as we rebuild the economy across the UK.

https://media.nesta.org.uk/documents/The_Missing_4_Billion_Making_RD_work_for_the_whole_UK_v4.pdf

2020-05-01

People, Power and Technology: The 2020 Digital Attitudes Report

Report

This year’s research finds people continue to feel the internet is better for them as individuals than for society as a whole. But the benefits are not evenly shared: the rich are more positive about tech than the poor, risking the creation of a new class of the ‘tech left-behind’. And it finds most people think the industry is under-regulated. They look to government and independent regulators to shape the impacts of technology on people and society

https://www.doteveryone.org.uk/wp-content/uploads/2020/05/PPT-2020_Soft-Copy.pdf

2020-05-01

CX Report

Report

Computational Experiences Are Made By Those Who Know How To Speak Machine

https://maeda.files.wordpress.com/2020/05/cxreportgrid_v1.0.1.pdf

2020-05-01

Exploring a US CBDC

Report

The Digital Dollar Project seeks to encourage the next major innovation in the US currency: a tokenized digital dollar that has the same legal status as physical bank notes. This US CBDC issued by the Federal Reserve System would enjoy the full faith and credit of the US government, represent a third format of central bank money, and be fully fungible with Federal Reserve notes (bank notes or cash) and reserves.

https://static1.squarespace.com/static/5e16627eb901b656f2c174ca/t/5ee11f91d21ce15f2953bed7/1591811994197/Digital-Dollar-Project-Whitepaper_vF_6_10_20.pdf

2020-05-01

U.S. COVID-19 Sentiment Study

Report

In April 2020, CarGurus surveyed 722 U.S. shoppers on their sentiments toward car shopping during the COVID-19 pandemic. Of these, 73% intend to purchase a vehicle in 2020. The remaining 27% initially planned to, but have delayed their purchase. 20% of those planning to purchase a car in 2020 had not planned to before the pandemic.

https://go.cargurus.com/rs/611-AVR-738/images/US-Covid19-Study.pdf

2019-05-01

Kids digital media report 2019

Report

We estimate that the global kids digital advertising market will continue to grow in excess of 20% p.a. (2018-21). We estimate the market will be worth c.$1.7bn by 2021 • As kids’ media and content is increasingly consumed via desktop, mobile and tablet devices, we expect brands to move more advertising spend onto these digital platforms, and shift spend away from traditional (non-digital) channels • Additionally, increasing regulatory requirements and awareness of the benefits of compliance support a shift in spend towards dedicated ‘kidtech’ players

https://cdn2.hubspot.net/hubfs/5009836/PwC%202019/Kids%20Digital%20Media%20Report%202019%20.pdf

2019-05-01

State of Digital Media 2019

Report

Digital media faced a new set of challenges this past year from the major data breaches, to increased regulations, platform abuse and anti-trust fines. These issues will leave a lasting effect on the industry and have already reshaped the landscape as we know it

https://lumapartners.com/content/presentations/lumas-state-of-digital-media-2019/

2018-05-01

niko Tecent's 2018 Games Strategy

Report

Tencent’s vision for games this year is to ‘explore more possibilities’ for games by creating more engaging games across a variety of genres and platforms. At the event, Tencent announced 26 brand new games across multiple genres such as RPG, Action, Simulation, Card, ACG, AR+LBS, Sandbox, serious games and battle royale.

https://nikopartners.com/tencent-games-strategy-for-2018-trends-from-the-up-conference/

2018-05-01

“Alexa is a revelation for the blind.”

Quote

Ian Bogost

“Alexa is a revelation for the blind.”

https://www.theatlantic.com/magazine/archive/2018/05/what-alexa-taught-my-father/556874/

2015-05-01

Mobile is eating the world (2015)

Report

Benedict Evans

Every year, I produce a big presentation exploring macro and strategic trends in the tech industry.

https://static1.squarespace.com/static/50363cf324ac8e905e7df861/t/5e45cd0b002e8a3e5fc7ffa3/1581632809682/2015+Benedict+Evans+Mobile+eating+the+world.pdf

2021-04-01

State of the Developer Nation 20th Edition

Report

SlashData is the leading analyst company in the developer economy, tracking global software developer trends based on more than 30,000 software developers annually in over 160 countries. Our surveys track the changing landscape of mobile, IoT, desktop, cloud, web, AR, VR, games, machine learning developers, and data scientists

https://slashdata-website-cms.s3.amazonaws.com/sample_reports/m9rCNxdczDRw3flA.pdf

2020-04-01

How Disney+ works

Article

Peter Ramsey

Toy Story, Star Wars, The Simpsons and The Lion King—nobody can deny that Disney+ has one of the best back catalogues of content available anywhere. But, if Disney want to experience anything like the success of Netflix, they won’t only need world-class titles, but also a world-class user experience. So let’s explore what they do right, and what they do wrong.

https://builtformars.com/case-studies/how-disney-works

2020-04-01

MAINTAINING CHINA’S DEPENDENCE ONDEMOCRACIES FOR ADVANCED COMPUTER CHIPS

Report

China can succeed only if the United States, Japan, and the Netherlands continue to sell it the manufacturing equipment necessary to operate its chip factories. If these states deny access to this specialized equipment, China would find it nearly impossible to develop or maintain advanced chip factories for the foreseeable future.

https://cset.georgetown.edu/wp-content/uploads/Khan-Flynn%E2%80%94Maintaining-Chinas-Dependence-on-Democracies.pdf

2020-04-01

The Early Effects of the COVID-19 Pandemic on Credit Applications

Report

This report uses the Consumer Financial Protection Bureau’s Consumer Credit Panel (CCP) to examine the early effects of the COVID-19 pandemic on credit applications as measured by the number of credit inquiries in credit records.1 The Bureau received the March 2020 data file in early April. The data file includes information on inquiries up through a few days before the end of March. We analyzed these data and present findings in this report.

https://files.consumerfinance.gov/f/documents/cfpb_issue-brief_early-effects-covid-19-credit-applications_2020-04.pdf

2020-04-01

CHINA’S DIGITAL PAYMENTS REVOLUTION

Report

The rise of two major digital payment platforms, Alipay and WeChat Pay, has transformed China's payment system, reaching near ubiquity in under a decade. Starting from zero at the beginning of the decade, these two payment platforms are now the largest system in China and among the largest in the world.

https://www.brookings.edu/wp-content/uploads/2020/04/FP_20200427_china_digital_payments_klein.pdf

2020-04-01

Mobile Wallet Adoption 2020

Report

The Mobile Wallet Adoption 2020 Report is based on a survey of 5,557 U.S. consumers who reported shopping in physical stores at least once in the previous seven days. Our study was conducted between March 10 and March 18, when large-scale restrictions on nonessential businesses and social gatherings due to the COVID-19 outbreak had just begun, and stores remained open and accessible to most consumers.

https://www.pymnts.com/wp-content/uploads/2020/04/Mobile-Wallet-Adoption-2020-April.pdf

2019-04-01

Global Startup Ecosystem Report 2019

Report

The global startup economy continues to grow, creating $2.8 trillion in value between 2016 and 2018.1 This is a 20.6% increase from the previous period and more than double what it was just five years ago. This value creation is on par with a G7 economy and bigger than the annual GDP of the United Kingdom. Relatedly, 2018 saw a decade-high $220 billion in total VC investments

https://startupgenome.com/reports/global-startup-ecosystem-report-2019

2019-04-01

Stack overflow Annual Developer Survey

Report

Stack Overflow’s annual Developer Survey is the largest and most comprehensive survey of people who code around the world. Each year, we field a survey covering everything from developers’ favorite technologies to their job preferences. This year marks the ninth year we’ve published our annual Developer Survey results, and nearly 90,000 developers took the 20-minute survey earlier this year.

https://insights.stackoverflow.com/survey/2019

2018-04-01

Stack overflow Annual Developer Survey

Report

Each year, we ask the developer community about everything from their favorite technologies to their job preferences. Over 100,000 developers took the 30-minute survey this past January.

https://insights.stackoverflow.com/survey/2018

2018-04-01

Consumer Intelligence Series: Prepare for the voice revolution

Report

Prepare for the voice revolution An in-depth look at consumer adoption and usage of voice assistants, and how companies can earn their trust—and their business.

https://www.pwc.com/us/en/advisory-services/publications/consumer-intelligence-series/pwc-voice-assistants.pdf

2017-04-01

THE STATE OF DIGITAL LITERACY IN CANADA

Report

The main purpose of this literature review is to bring together relevant research in order to contextualize the Brookfield Institute’s broader State of Digital Literacy in Canada study. While scoping out Canadian policy texts and existing programs, it also draws on international research, best practices, and the work of digital literacy experts globally to define digital literacy, the skills it comprises, as well as its importance. These sources have pulled mainly from educational and pedagogical research, work on technology and the economy, as well as a variety of policy papers, reports, recommendations, and studies

https://brookfieldinstitute.ca/wp-content/uploads/BrookfieldInstitute_State-of-Digital-Literacy-in-Canada_Literature_WorkingPaper.pdf

2016-04-01

"Musk has made every Tesla customer a venture capitalist."

Quote

Steve LeVine

"Musk has made every Tesla customer a venture capitalist."

https://qz.com/653339/weekend-edition-the-musk-effect-trumps-secrets-of-success-clever-raccoons/

2021-03-01

BIG TECH MERGERS

Report

Amazon, Apple, Facebook and Google use mergers and acquisitions to gain market power, acquire data, and snuff out any threats from would-be competitors. The list of their publicly-disclosed acquisitions is below.

https://www.economicliberties.us/big-tech-merger-tracker/

2021-03-01

2020 INRIX Global Traffic Scorecard

Report

The rise in prominence of emergent technologies, like electric vehicles, shared bikes and scooters have sought to address harmful externalities and lead urban mobility into a greener, safer direction. Within this complex and evolving landscape, coupled with the impact of COVID-19 on global transportation networks, the 2020 Scorecard provides valuable mobility insights across modes and between cities

https://www.boston.com/wp-content/uploads/2021/03/2020_INRIX_Scorecard_-6046893ec91f4.pdf

2021-03-01

There is no evidence that associations between adolescents’ digital technology engagement and mental health problems have increased

Literature/Paper

Digital technology is ubiquitous in modern adolescence, and researchers are concerned that it has negative impacts on mental health that, furthermore, increase over time. To investigate if technology is becoming more harmful, we examined changes in associations between technology engagement and mental health in three nationally representative samples. Results were mixed across types of technology and mental health outcomes: Technology engagement had become less strongly associated with depression in the past decade, but social media use more strongly associated with emotional problems. We detected no changes in five other associations, or differential associations by gender. There is therefore little evidence for increases in the associations between adolescents’ technology engagement and mental health. Information about new digital media has been collected for a relatively short time; drawing firm conclusions about changes in their associations with mental health may be premature. We urge transparent and credible collaborations between scientists and technology companies.

https://psyarxiv.com/nv5qj

2020-03-01

Covid-19 as accelerator for digital transformation and the rise of the gig economy

Report

The digital gig economy where services are transacted through online channels, which was growing rapidly before the pandemic, would require special measures to ensure quick recovery and sustainable growth.

https://home.kpmg/content/dam/kpmg/sa/pdf/2020/covid-19-as-accelerator-of-digital-transformation-and-the-gig-economy.pdf

2020-03-01

Global Traffic Scorecard

Report

The most in-depth congestion and mobility study of its kind. We analyzed and ranked the impact of traffic congestion in: 7 continents | 43 countries | 975+ cities

https://inrix.com/scorecard/

2020-03-01

Vodafone Digital First Investor Open Office

Report

Fascinating Vodafone presentation on all the ways they are pursing 'digital transformation', in, say, automated invoice processing or proposition management. Big companies still run on paper and Excel 'offer matrices

https://investors.vodafone.com/static-files/2048c8d6-7e64-474d-b72b-604b18ae5884

2020-03-01

Central Bank Digital Currency: Opportunities, challenges and design

Report

The Bank of England has an interesting position paper on digital currency possibilities, going beyond crypto

https://www.bankofengland.co.uk/-/media/boe/files/paper/2020/central-bank-digital-currency-opportunities-challenges-and-design.pdf

2019-03-01

2019 EDELMAN TRUST BAROMETER: Global Report

Report

The 2019 Trust Barometer is Edelman’s 19th annual trust and credibility survey, measuring trust across a number of institutions, sectors and geographies. The Barometer surveys more than 33,000 respondents across 27 countries.

https://www.edelman.com/sites/g/files/aatuss191/files/2019-03/2019_Edelman_Trust_Barometer_Global_Report.pdf

2019-03-01

Cash Use Across Countries and the Demand for Central Bank Digital Currency

Report

The level and trend in cash use in a country will influence the demand for central bank digital currency (CBDC). While access to digital currency will be more convenient than traveling to an ATM, it only makes CBDC like a bank debit card—not better.

https://www.imf.org/en/Publications/WP/Issues/2019/03/01/Cash-Use-Across-Countries-and-the-Demand-for-Central-Bank-Digital-Currency-46617

2018-03-01

Tech Nation Report 2018

Report

The Tech Nation 2018 Report is part of a groundbreaking annual series that captures the strength, depth and breadth of digital tech activity in the UK. The first Tech Nation report was published in 2015 to help develop an understanding of the vibrant digital tech landscape in the UK.

https://technation.io/insights/report-2018/

2018-03-01

Tech Nation Report 2019

Report

The Tech Nation Report has been the UK’s State of the Nation report on tech since 2015. Each year we have monitored the growth of the sector, and provided information about opportunities and challenges.

https://technation.io/report2019/#introduction

2017-03-01

The App Economy Forecast: $6 Trillion in New Value

Report

Looking ahead to the year 2021, App Annie forecasts that the app economy will be worth trillions as users globally spend more time in apps, smartphone use booms in developing regions and robust in-app advertising and mobile commerce spend become core parts of daily mobile life.

https://www.appannie.com/en/product/intelligence/

2017-03-01

App Annie 2016 Retrospective

Report

Apps are transforming how we interact with the world and each other. In 2016, the mobile market maintained strong momentum and saw significant growth in usage, downloads and revenue. Worldwide downloads exceeded 90 billion, an increase of more than 13 billion across the iOS App Store and Google Play.

https://www.appannie.com/en/insights/market-data/app-annie-2016-retrospective/

2016-03-01

2016 BUSINESSES @ WORK

Report

An in-depth look into how organizations and people work today exploring employees, partners, contractors and customers, and the apps and services they use to be productive.

https://www.okta.com/businesses-at-work/2016-03

2012-03-01

The Startup Owner's Manual: The Step-By-Step Guide for Building a Great Company

Book

Steve Blank

More than 100,000 entrepreneurs rely on this book for detailed, step-by-step instructions on building successful, scalable, profitable startups. The National Science Foundation pays hundreds of startup teams each year to follow the process outlined in the book, and it's taught at Stanford, Berkeley, Columbia and more than 100 other leading universities worldwide. Why?

https://amzn.to/2ttYvif

2022-02-01

The Power Law: Venture Capital and the Making of the New Future

Book

sebastian mallaby

From the New York Times bestselling author of More Money Than God comes the astonishingly frank and intimate story of Silicon Valley’s dominant venture-capital firms—and how their strategies and fates have shaped the path of innovation and the global economy

https://www.amazon.com/Power-Law-Venture-Capital-Making/dp/052555999X

2021-02-01

Electric Vehicle Batteries Addressing Questions about Critical Materials and Recycling

Report

Electric vehicles are critical to reducing transportation pollution and solving the climate crisis, but manufacturing them at the necessary scale will require significantly increasing production of the batteries that power them. How batteries are made, what they are made of, and whether they are reused or recycled affect the sustainability of this crucial component. Even though batteries last many years, they eventually reach the end of their useful life for powering electric vehicles. Policies and incentives for recycling and reusing batteries, including strong health and labor standards, will further lessen the impacts of electric vehicles.

https://ucsusa.org/sites/default/files/2021-02/ev-battery-recycling-fact-sheet.pdf

2020-02-01

Tech in 2020: Standing on the shoulders of giants

Report

Benedict Evans

Connecting the world has had consequences far outside tech. What happens when everyone is online? What are the next S Curves?Regulation and policy

https://static1.squarespace.com/static/50363cf324ac8e905e7df861/t/5e3761ff3e87613dac063a5f/1580688038108/2020+01+Benedict+Evans+Shoulders+of+Giants.pdf

2020-02-01

The 2020 State of Password and Authentication Security Behaviors Report

Report

Ponemon Institute presents the results of The 2020 State of Password and Authentication Security Behaviors Report, sponsored by Yubico. Ponemon Institute surveyed 2,507 IT and IT security practitioners (hereafter referred to as IT security respondents) in the United States, United Kingdom, Germany, France, Sweden and Australia. This year, we also surveyed 563 Individual users to better understand the differences in security behaviors and preferences between IT security practitioners and Individuals

https://www.nass.org/sites/default/files/2020-04/Yubico%20Report%20Ponemon%202020%20State%20of%20Password%20and%20Authentication%20Security%20Behaviors.pdf

2020-02-01

The State of the Amazon Seller 2020

Report

Jungle Scout conducted a survey* among thousands of Amazon sellers to drill into their sales and profits, the diversity of the market, and the critical challenges and concerns Amazon sellers are facing in 2020 and beyond.

https://www.junglescout.com/wp-content/uploads/2020/02/State-of-the-Seller-Survey.pdf

2020-02-01

AMERICAN ARTIFICIAL INTELLIGENCE INITIATIVE: YEAR ONE ANNUAL REPORT

Report

The American AI Initiative focuses the resources of the Federal Government to support AI innovation that will increase prosperity, enhance national security, and improve quality of life for the American people. Since the signing of the Executive Order, the United States has made significant progress on achieving the objectives of this national strategy. This document provides both a summary of progress and a continued long-term vision for the American AI Initiative.

https://www.whitehouse.gov/wp-content/uploads/2020/02/American-AI-Initiative-One-Year-Annual-Report.pdf

2020-02-01

Connected world: An evolution in connectivity beyond the 5G revolution

Report

ith the first true high-band 5G networks already live, we set out to gain a realistic view of how and where connectivity could be deployed and what it can enable over the next 10 years. But 5G is not appearing in isolation. A new discussion paper, Connected World: An evolution in connectivity beyond the 5G evolution (PDF–10.3MB), takes a more expansive look that ranges from fiber and satellites to Wi-Fi and short-range technologies.

https://www.mckinsey.com/~/media/McKinsey/Industries/Technology%20Media%20and%20Telecommunications/Telecommunications/Our%20Insights/Connected%20world%20An%20evolution%20in%20connectivity%20beyond%20the%205G%20revolution/MGI_Connected-World_Discussion-paper_February-2020.ashx

2020-02-01

Is The Music Copyright Business Worth More Than Ever?

Report

THE GLOBAL VALUE OF THE RECORDING AND PUBLISHING SECTORS SURPASSED $30 BILLION IN 2018 — A HIGH IN NOMINAL TERMS AND A 9.3% INCREASE OVER 2017

https://static.billboard.com/files/2020/02/Is-The-Music-Copyright-Business-Worth-More-Than-Ever-1582909901.pdf

2020-02-01

An Introduction to Ethereum

Report

An Introduction to Ethereum

https://grayscale.co/wp-content/uploads/2020/02/Grayscale-Building-Blocks-Ethereum-February-2020.pdf

2018-02-01

2018 Corporate Longevity Forecast: Creative Destruction is Accelerating

Report

Few companies are immune to the forces of creative destruction. Our corporate longevity forecast of S&P 500 companies anticipates average tenure on the list growing shorter and shorter over the next decade. Key insights include: The 33-year average tenure of companies on the S&P 500 in 1964 narrowed to 24 years by 2016 and is forecast to shrink to just 12 years by 2027.

https://www.innosight.com/wp-content/uploads/2017/11/Innosight-Corporate-Longevity-2018.pdf

2018-02-01

2018 BUSINESSES @ WORK

Report

Businesses @ Work takes an in-depth look into how organizations and people work today — exploring employees, partners, contractors and customers, and the apps and services they use to be productive.

https://www.okta.com/businesses-at-work/2018

2018-02-01

Traffic In The City 2018

Report

This report provides an overview of the findings from the City of London Traffic Composition Surveys (TCS). These surveys – conducted every two years since 1999 – provide details of the number and types of vehicles using the City’s streets

http://democracy.cityoflondon.gov.uk/documents/s91800/Appendix%201%20-%20Traffic%20in%20the%20City%202018.pdf

2018-02-01

State of the Cloud Report 2018

Report

In Bessemer’s 2018 State of the Cloud, leading SaaS and cloud investors Byron Deeter, Kristina Shen, and Anna Khan explain the ups-and-downs of the cloud market, a new valuation framework for startups, and emerging predictions for 2018.

https://www.bvp.com/atlas/state-of-the-cloud-2018/

2017-02-01

2017 Harris Poll RQ Summary Report

Report

The 2017 Harris Poll Reputation Quotient (RQ) measures the reputations of the 100 most visible companies in the U.S. as perceived by the general public.

https://theharrispoll.com/axios-harrispoll-100/

2017-02-01

"This (Dropbox) is the fastest-growing SaaS company we have ever worked with."

Quote

Bryan Schreier

"This (Dropbox) is the fastest-growing SaaS company we have ever worked with."

https://www.protradertoday.com/articles/dropbox-hits-a-huge-milestone/65027

2017-02-01

2017 BUSINESSES @ WORK

Report

An in-depth look into how organizations and people work today—exploring employees, partners, contractors and customers, and the apps and services they use to be productive.

https://www.okta.com/businesses-at-work/2017-01

1996-02-01

Internet Trends 1995

Report

Chris DePuy,Mary Meeker

In this lengthy report, we describe various aspects of this arena (including Internet, Intranet, and Online products) and propose frameworks for analyzing its emerging markets. Two things are certain: Growth will be significant (in fits and starts) and investors will vacillate between riding the growth wave and worrying about risk/reward and valuations; and companies, strategies, and the very structure of the market will change rapidly. When we first set out to write this report, we wanted it to answer all the questions about the Internet. The goal was impossible to achieve; by its very nature, the Internet is chaotic and can only be described clearly in hindsight. Consider this report our puck on the ice at the beginning of a very long game.

https://www.bondcap.com/report/it95/#view/1

2021-01-01

Building the 5G Economy The Wireless Industry’s Plan to Invest and Innovate in the U.S.

Report

Our 5G Future is Now 5G is available across the U.S. today, years ahead of schedule. Over the next decade, 5G will drive our nation’s economic growth and global competitiveness, creating 4.5 million new jobs and adding $1.5 trillion to our economy.

https://api.ctia.org/wp-content/uploads/2021/01/2021-Wireless-Briefing-1_21.pdf

2021-01-01

Decoding the On Demand TV Landscape A guide to streaming behaviours across Europe, Samsung TV Plus and what it means for marketers

Report

Samsung Electronics

Shifts in TV viewership behaviours across Europe throughout the last year have been more evident and quicker than ever. The increase in streaming in 2020 has not only brought new and growing TV audience segments but also more viewership fragmentation which advertisers should consider when devising their media strategy in 2021 and beyond. Take a deeper look into the streaming landscape across Samsung Smart TVs in the UK, Germany, France, Italy and Spain to learn about: New and growing TV audience segments Recent shifts in video on demand viewership The rise of ad-supported streaming platforms The opportunities that the growing appetite for more content can bring to brands and advertisers

http://samsungads.events/vodwhitepaper

2020-01-01

2019 Annual Report

Report

The NYC tech sector represents 333,000 jobs; 161,000 of which are high-tech jobs 9,000 startups call New York City home $13B+ funding received in the NYC metro region in 2018

https://annualreport.technyc.org/

2019-01-01

Chasing cashless? The Rise of Mobile Wallets in the Nordics

Report

In the Nordics, smartphones have become more widespread than laptops. Not only have smartphones changed how we interact with banks and each other, they have also given life to new ways of paying. This has brought us the rise of mobile wallets. Although mobile wallets are not a new phenomenon, the last few years have brought mobile wallets from a niche product into the mainstream. Within just a few years of mass adoption, mobile wallets have taken a significant share of peer-to-peer payments. Peer-to-peer payments was traditional a domain dominated by cash.

https://www2.deloitte.com/content/dam/Deloitte/dk/Documents/financial-services/Downloads/Chasing_Cashless-The_rise_of_Mobile_Wallets_in_the_Nordics.pdf

2019-01-01

no matter place / time / what you do _ your life = open book

Quote

Edward Snowden

"No matter the place, no matter the time, and no matter what you do, your life has now become an open book,"

https://www.thequint.com/news/hot-news/your-life-now-an-open-book-snowden-says-in-memoir

2019-01-01

2018 Annual Report

Report

We've built a membership of 700 member companies, which includes more than 600 small startups. Together, they represent every kind of tech company there is—adtech, blockchain, fashion, fintech, healthcare, media, retail, and more. Which, of course, is exactly what you'd expect from New York

https://annualreport.technyc.org/

2018-01-01

"If there is no price differential between the best and the average worker in a given occupation, that occupation will disappear."

Quote

Angela Jiang

"If there is no price differential between the best and the average worker in a given occupation, that occupation will disappear."

https://twitter.com/angjiang/status/1031314626804310016

2018-01-01

Og discovered fire, and Thorak invented the wheel. There's nothing left for us.

Graphic

Matthew Diffee

Og discovered fire, and Thorak invented the wheel. There's nothing left for us.

2018-01-01

Listed domestic companies, total

Report

Listed domestic companies, total globally 1975-2017

https://data.worldbank.org/indicator/cm.mkt.ldom.no

2018-01-01

An Angel Investor's Personal Library

Report

These three resources all attempt to tackle the same question: how does one become a good angel investor? If you only read one section from this library – read these three presentations.

http://effectiveresearch.org/wp-content/uploads/2019/02/Angel-Investors-Library.pdf

2018-01-01

No need for you to train your replacement. We found it on the App Store

Graphic

No need for you to train your replacement. We found it on the App Store.

https://www.cartoonstock.com/directory/d/digital_replacement.asp

2017-01-01

Cambridge Bitcoin Electricity Consumption Index

Database/List/Ranking

University of Cambridge CBECI

The Cambridge Bitcoin Electricity Consumption Index (CBECI) provides an up-to-date estimate of the Bitcoin network’s daily electricity load.

https://ccaf.io/cbeci/index

2017-01-01

"What if this technology could do for the transfer of value, what the internet did for the transfer of information?"

Quote

Abigail Johnson

"What if this technology could do for the transfer of value, what the internet did for the transfer of information?"

https://dealbreaker.com/2017/05/fidelitys-really-trying-to-make-this-bitcoin-thing-happen

2017-01-01

"Drones will be as ubiquitous as sprinklers."

Quote

Chris Anderson

"Drones will be as ubiquitous as sprinklers."

2017-01-01

“So it learns information about me?”

Quote

“So it learns information about me?”

https://nbcparksandrec.tumblr.com/post/106263775351/thebatmn-so-it-learns-information-about-me

2017-01-01

Manual sobre utilidades del big data para bienes publicos

Report

Si existe un fenomeno tecnológico que ha inundado de manera masiva los medios generalista (y también los especializados) en los últimos años, ese es el big data. Sin embargo, como ocurre con muchas tendencias tecnológicas, hay cierta confusión en su definición que genera incertidumbre y dudas cuando se trata de entender cómo esta tecnología puede ser usada desde el sector público para mejorar la forma en la que se toman decisiones o se prestan bienes y servicios a la ciudadanía.

https://goberna.org/publicaciones/manual-utilidades-del-big-data-bienes-publicos/

2016-01-01

ICT Facts & Figures 2015

Report

This year governments are making their final assessment of the UN Millennium Development Goals (MDGs), which global leaders agreed upon in the year 2000. Over the past 15 years the ICT revolution has driven global development in an unprecedented way. Technological progress, infrastructure deployment, and falling prices have brought unexpected growth in ICT access and connectivity to billions of people around the world.

https://www.itu.int/en/ITU-D/Statistics/Documents/facts/ICTFactsFigures2015.pdf

2016-01-01

Control Corporativo

Report

Qué es control? Derechos de control y deuda. Valor del control en mercado accionario

2015-01-01

"The smartphone is the sun and everything else orbits it."

Quote

Benedict Evans

"The smartphone is the sun and everything else orbits it."

2015-01-01

"__ word of the year 2015 "

Quote

"__ word of the year 2015 "

https://languages.oup.com/word-of-the-year/2015/

2014-01-01

A Next-Generation Smart Contract and Decentralized Application Platform

Report

There is no intrinsic way of determining from two transactions which came earlier, and for decades this stymied the development of decentralized digital currency. Satoshi's blockchain was the first credible decentralized solution. And now, attention is rapidly starting to shift toward this second part of Bitcoin's technology, and how the blockchain concept can be used for more than just money.

https://blockchainlab.com/pdf/Ethereum_white_paper-a_next_generation_smart_contract_and_decentralized_application_platform-vitalik-buterin.pdf

2014-01-01

"For those of us climbing to the top of the food chain, there can be no mercy. There is but one rule: hunt or be hunted.”

Quote

"For those of us climbing to the top of the food chain, there can be no mercy. There is but one rule: hunt or be hunted.”

https://www.imdb.com/title/tt2811510/characters/nm0000228

2012-01-01

"If you're offered a seat on a rocket ship, don't ask what seat! Just get on. "

Quote

Sheryl Sandberg

"If you're offered a seat on a rocket ship, don't ask what seat! Just get on. "

https://www.businessinsider.com/sheryl-sandbergs-full-hbs-speech-get-on-a-rocketship-whenever-you-get-the-chance-2012-5

2011-01-01

“Ideas are not important in China – execution is.”

Quote

Pony Ma

“Ideas are not important in China – execution is.”

2011-01-01

The world’s first stock exchange

Report

How the Amsterdam market for Dutch East India Company shares became a modern securities market, 1602-1700

2008-01-01

Bessemer's Top 10 Laws of Cloud Computing

Report

At Bessemer Venture Partners, we have had the privilege of working closely with over 50 of the leading cloud computing companies over more than a dozen years. We continue to fundamentally believe that the emergence of cloud computing – and its three core components of Software-as-a-Service (SaaS), Platform-as-a-Service (PaaS), and Infrastructure-as-a-Service (IaaS) – is completely changing the landscape of the multi-billion dollar software industry.

https://www.bvp.com/atlas/10-laws-cloud-computing

2005-01-01

On Bullshit

Book

Harry Frankfurt

One of the most salient features of our culture is that there is so much bullshit. Everyone knows this. Each of us contributes his share. But we tend to take the situation for granted. Most people are rather confident of their ability to recognize bullshit and to avoid being taken in by it.

https://amzn.to/2uaX1d1

2004-01-01

Private Benefits of Control: An International Comparison

Report

Rank and analysis of control in 39 countries and the means of control

https://www.chicagobooth.edu/assests/stigler/172.pdf

1999-01-01

"It's an alien life form and it's going to crush our ideas of what mediums are all about."

Quote

David Bowie

1995-01-01

"The great lesson in microeconomics is to discriminate between when technology is going to help you and when it’s going to kill you."

Quote

Charlie Munger

"The great lesson in microeconomics is to discriminate between when technology is going to help you and when it’s going to kill you."

1983-01-01

"No nation imagines itself coterminous with mankind."

Quote

Benedict Anderson

"No nation imagines itself coterminous with mankind."

https://www.amazon.com/gp/product/B004OA6KII/

1983-01-01

“Nobody owes you a career…manage your career so that you do not become a casualty.”

Quote

Andy Grove

“Nobody owes you a career…manage your career so that you do not become a casualty.”

1978-01-01

"There is nothing so disturbing to one's well-being and judgement as to see a friend get rich."

Quote

Charles Kindleberger

"There is nothing so disturbing to one's well-being and judgement as to see a friend get rich."

1976-01-01

THE FATE OF EMPIRES and SEARCH FOR SURVIVAL

Essay/Thoughts/Whitepaper/Opinion

john glubb

http://people.uncw.edu/kozloffm/glubb.pdf

1973-01-01

"Television delivers people to an advertiser. It is the consumer who is consumed."

Quote

Carlota Fay Schoolman,Richard Serra

"Television delivers people to an advertiser. It is the consumer who is consumed."

https://movie.douban.com/review/8677566/

1969-01-01

"Here comes the sun (doo doo doo doo)."

Quote

George Harrison

"Here comes the sun (doo doo doo doo)."

1965-01-01

"You don't need a weather man to know which way the wind blows."

Quote

Bob Dylan

"You don't need a weather man to know which way the wind blows."

1962-01-01

"A sufficiently advanced technology is indistinguishable from magic."

Quote

Arthur Charles Clarke

"A sufficiently advanced technology is indistinguishable from magic."

1954-01-01

“The rules!" shouted Ralph, "you're breaking the rules!""Who cares?”

Quote

William Golding

“The rules!" shouted Ralph, "you're breaking the rules!" "Who cares?”

1890-01-01

"You call it monopoly, I call it enterprise."

Quote

John Davison Rockefeller

"You call it monopoly, I call it enterprise."

1821-01-01

Elements of Political Economy

Book

James Mill

https://ia800907.us.archive.org/11/items/ofpolitielements00millrich/ofpolitielements00millrich.pdf

1584-01-01

Discourse of Western Planting

Deck/Memo/Presentation

Richard Hakluyt

Arguably one of the first company prospectus.

https://resources.saylor.org/wwwresources/archived/site/wp-content/uploads/2012/12/HIST3321-3.1.3-western-planting.pdf

1526-01-01

"Money loses in value when it has become too much multiplied."

Quote

Nicolaus Copernicus

Copernicus, writing to King Sigismund of Poland in 1526. Book: page 117.

https://www.amazon.com/When-Money-Dies-Devaluation-Hyperinflation/dp/1586489941

Wilshire 5000 Total Market Full Cap Index

Database/List/Ranking

The observations for the Wilshire 5000 Total Market Full Cap Index represent the daily index value at market close. The market typically closes at 4 PM ET, except for holidays when it sometimes closes early. The total market indexes are total market returns, which do include reinvested dividends. The designation Full Cap for an index signifies a float adjusted market capitalization that includes shares of stock not considered available to "ordinary" investors.

https://fred.stlouisfed.org/series/WILL5000INDFC

SPAC Research

Database/List/Ranking

A division of SPAC Alpha

https://www.spacresearch.com/

SPAC Alpha

Database/List/Ranking

Website monitoring activity surrounding SPAC IPOs and acquisitions or mergers

https://spacalpha.com/insights/

Inflation Chart

Database/List/Ranking

Pieter Levels

This chart shows 🟢the absolute price (like the price you see in the real world) vs. 🔴the inflation-adjusted price of the stock market (or another market indicator you select). You can inflation-adjust it by the U.S.-dollar money supply M1, M2 or MB (the money base), CPI, Big Mac, Gold, BTC, ETH or many other adjusters.

https://inflationchart.com/spx-in-m3

Bitcoin Prehistory

Graphic

A nice insight into the "overnight success" of #Bitcoin 40 years of research, development and demand.

https://i.redd.it/1456yfcq3pl51.png

Cheatsheet: Investing Landscape

Deck/Memo/Presentation

Pirque

1-pager on where/how to play. 1-pager on risks involved.

https://docsend.com/view/7ee3h9n

US VC genealogy

Graphic

Jerry Neumann

Mapping of VC firms, their founders, and some of their most interesting investments.

http://neuvc.com/labs/vcgenealogy/

The benefits of cycling Unlocking their potential for Europe

Report

This tool shows how much Europe gains from cycling. It provides comprehensive evidence on the different benefits in all relevant fields, and quantifies them at the level of the EU-28 wherever possible. The results are striking: Already at current levels, cycling produces global benefits of 150 billion euros per year. More than 90 billion euros of these are positive externalities for the environment, public health and the mobility system. In comparison, a recent study by the European Commission estimated the negative externalities, i.e. the costs for the environment, health and mobility, of motorised road transport at 800 billion euros per year

https://ecf.com/sites/ecf.com/files/TheBenefitsOfCycling_final-v2.pdf

"This body which calls itself the Holy Roman Empire is in no way holy, nor Roman, nor an empire." - Voltaire

Quote

François-Marie Arouet

How COVID-19 is Affecting Restaurants

Database/List/Ranking

Looking at comprehensive data from the Toast platform â across sales reports, order history, and more â we see serious changes during the past week. These aggregated insights show how seriously this community needs our help and where we can direct our best efforts. The latest breakdown is below.

https://rallyforrestaurants.com/impact-COVID-19-restaurant-insights.html

When Work Goes Remote: How remote work can help bridge the geographic opportunity gap

Report

Remote work is undoubtedly on the rise, especially as companies adapt to the changing times of COVID-19, but what impact will this have on the broader economy? In this analysis, Upwork Chief Economist, Adam Ozimek, examines the potential for remote work to reshape the geography of opportunity in the U.S. Using a variety of data sources, we provide evidence that remote work is already helping to send economic activity from the top 15 most expensive parts of the country to less expensive parts. When this happens, we show that it can be mutually beneficial: higher earnings for independent professionalâs than in their local labor markets and lower cost for businesses than in their local labor markets. In addition, both sides will likely benefit from a variety of under-discussed benefits beyond pay.

https://www.slideshare.net/upwork/when-work-goes-remote-237008826

Immigration Pathways and Plans of AI

Report

To better understand immigration paths of the AI workforce, CSET surveyed recent PhD graduates from top-ranking AI programs at U.S. universities. This data brief offers takeaways â namely, that AI PhDs find the United States an appealing destination for study and work, and those working in the country plan to stay.

https://cset.georgetown.edu/research/immigration-pathways-and-plans-of-ai-talent/

Ability to work from home: evidence from two surveys and implications for the labor market in the COVID-19 pandemic

Report

This article examines the relationship between workersâ ability to work at home, as captured in job characteristics measured by the Occupational Information Network, and the actual incidence of working at home, as measured by the American Time Use Survey and the National Longitudinal Survey of Youth 1979

https://www.bls.gov/opub/mlr/2020/article/pdf/ability-to-work-from-home.pdf

IAB U.S. Podcast Advertising Revenue Study: FY 2019 & 2020 COVID-19 Impact

Report

According to the fourth annual IAB Podcast Advertising Revenue Report prepared by PwC, U.S. podcast advertising revenue is expected to grow 14.7% in 2020, despite the pandemic. As growth continues, U.S. podcast advertising revenue is nearing the $1 billion mark.

https://www.iab.com/wp-content/uploads/2020/07/Full-Year-2019-IAB-Podcast-Ad-Rev-Study_v20200710-FINAL-IAB_v2.pdf

Qustodio 2020 annual report on childrenâs digital habits

Report

2019-2020 Trends and insights on childrenâs screen-time habits across major markets and popular app categories...Effects of Covid-19 in online habits and predictions for whatâs next...Expert advice to help families achieve digital safety and wellbeing...

https://qweb.cdn.prismic.io/qweb/f5057b93-3d28-4fd2-be2e-d040b897f82d_ADR_en_Qustodio+2020+report.pdf

State of OTT

Report

Over-the-top (OTT) viewing continues to be a mainstream behavior in the United States. However, the industry landscape in 2020 is rapidly changing due to the growth of OTT services, content and devices as well as the COVID-19 pandemicâs effect on consumer behavior.

https://www.comscore.com/Insights/Presentations-and-Whitepapers/2020/State-of-OTT

Apple Pay Report

Report

How Consumers Are Using The Mobile Wallet To Make Purchases At The Physical POS

https://securecdn.pymnts.com/wp-content/uploads/2020/10/PYMNTS-Apple-Pay-Report.pdf

2019 Cash Alternative Survey Results

Report

The role of cash in Canadiansâ lives has evolved over the past decade. During this period, two diverging trends have emerged in Canada: the use of cash for transactions at the point of sale has declined, but overall demand for cash has increased. The 2019 Cash Alternative Survey was designed to study these trends and update the Bank of Canadaâs understanding of Canadiansâ use of cash.

https://www.bankofcanada.ca/wp-content/uploads/2020/08/sdp2020-8.pdf

How We Shop

Report

The How We Shop Report, a PYMNTS collaboration with PayPal, aims to understand how consumers of all ages and incomes are shifting to shopping and paying online in the midst of the COVID-19 pandemic. Our research builds on a series of studies conducted since March, surveying more than 16,000 consumers on how their shopping habits and payments preferences are changing as the crisis continues. This report focuses on our latest survey of 2,163 respondents and examines how their increased appetite for online commerce and digital touchless methods, such as QR codes, contactless cards and digital wallets, is poised to shape the post-pandemic economy.

https://www.pymnts.com/wp-content/uploads/2020/09/How-We-Shop-Measuring-The-Rapid-Digital-Shift-September-2020.pdf

Retail reimagined: The new era for customer experience

Report

To help retailers prioritize these efforts, Periscope by McKinsey surveyed more than 2,500 consumers in the United States, the United Kingdom, France, and Germany to understand how consumer behavior is changing. We compiled this research both prior to and during the shutdowns, looking at what changed and what trends will likely stick in the next two months. Several core themes have become evident among consumers: a flight to online and omnichannel, a shock to loyalty, and convenience redefined with technology.

https://www.mckinsey.com/business-functions/marketing-and-sales/solutions/periscope/our-insights/surveys/~/media/D182880656F64FCE87D38093867CBEE6.ashx

REWIRE TO RESTART: THE POST-COVID-19 AGENDA FOR TECHNOLOGY AND MEDIA COMPANIES

Report

Rewire to Restart: We Have Determined How Technology and Media Habits Have Changed During Shelter in Place and What Will Happen When People Return to Their Daily Lives

https://activate.com/outlook/post-covid-agenda/

2020 Findings from the Diary of Consumer Payment Choice

Report

The Diary of Consumer Payment Choice (Diary) is an ongoing annual research effort conducted by the Federal Reserve to better understand payment habits of the U.S. population. A demographically-representative sample of 3,016 individuals from the Understanding America survey panel were asked to participate. Each individual was instructed to report all of their payments and transactions over an assigned, consecutive three-day period. The high-level findings are: â¢ Consumers used cash for 26 percent of all payments, consistent with the finding from 2018 â¢ Cash is used heavily for small-value payments, about 47 percent of payments under $10 â¢ Debit cards were the most used instrument, accounting for 30 percent of payments â¢ The share of cash use across all age cohorts was generally unchanged â¢ 87 percent of non-bill payments were made in-person, and cash was used for 35 percent of those payments

https://www.frbsf.org/cash/files/2020-findings-from-the-diary-of-consumer-payment-choice-july2020.pdf

QUARTERLY MOBILE INDEX

Report

PubMaticâs Quarterly Mobile Index (QMI) report was created to provide both publishers and advertisers with key insights into the mobile advertising industry

https://pubmatic.com/wp-content/uploads/2020/08/PubMatic-QMI-Q2-2020.pdf

THE 3RD ANNUAL GLOBAL PASSWORD SECURITY REPORT

Report

Businesses are increasing their use of important security measures like multifactor authentication â but unfortunately employees still have poor password hygiene that weakens the overall security posture of their company. Even as many more businesses make the important investment in solutions to address password security and thus safeguard employee access, more action is needed after deployment to bring password hygiene up to par across the organization.

https://lp-cdn.lastpass.com/lporcamedia/document-library/lastpass/pdf/en/LMI0828a-IAM-LastPass-State-of-the-Password-Report.pdf

Leading National Avertisers 2020 Fact Pack

Report

Ad Age Leading National Advertisers 2020 is Ad Age's annual ranking of the biggest U.S. advertising spenders. Marketer Trees 2020, a database with ad spending, brands, profiles, executives and agency rosters for the nation's 100 biggest advertisers

https://s3-prod.adage.com/s3fs-public/2020-07/lnafp_aa_20200713_locked.pdf

Simple Sabotage Field Manual

Report

This publication reproduces the famous OSS' 1944 "Simple Sabotage" Field Manual. It describes how a worker in occupied territory might "innocently" sabotage the administrative, transport, industrial and production capability of the occupying enemy force through simple, unobtrusive acts of sabotage and resistance.

https://www.cia.gov/news-information/featured-story-archive/2012-featured-story-archive/CleanedUOSSSimpleSabotage_sm.pdf

Smoothing the Transition from the Fixed Telephone Network to the IP Network

Report

In November 2015, due to declining numbers of subscriber telephone contracts and the expectation that transit exchanges and other such systems will reach their maintenance limits in or around 2025, we announced our intention to migrate from a public switched telephone network (PSTN*1) to an IP network.

https://www.ituaj.jp/wp-content/uploads/2018/10/nb30-4_web-08-BTrends-FixedTeltoIP.pdf

Raise Your Voice: Why your company should invest in voice assistants today & how to get started

Report

What you will learn - How you can communicate consistently across all your channels to reach your communication goals - How the voice assistants has evolved over the last 10 years - Which industries are suitable for automated voice assistants - What does it take to create a custom voice assistants - What are the key technology components when you talk to an automated voice assistant - What are the 9 steps to get your voice assistant project started

https://chatlayer.ai/wp-content/uploads/2020/07/Chatlayer.ai-RaiseYourVoice.pdf?x68791

2020 Bikeshare Snapshot

Report

For the past four years, NACTO has compiled annual statistics on the growth and use of shared micromobility (bike share, e-bike share, and scooter share) in the US. These numbers help create a robust picture of this nascent, vibrant, and rapidly-changing mobility option and industry, providing cities, advocates, and companies alike with a comprehensive look at trends, challenges, and opportunities.

https://nacto.org/wp-content/uploads/2020/08/2020bikesharesnapshot.pdf

Global Dating Trends of Mobile Users: Executive Summary

Report

The following breakdown of countries, U.S. states and U.S. cities was culled from our global database of over 1 billion monthly active app users. This is a fun and entertaining calculation of what can be challenges for dating app users.

https://www.startapp.com/wp-content/uploads/2017/11/Global-Dating-Data-Study_Executive-Summary.pdf

Nearly Half of U.S. Adults Say Dating Has Gotten Harder for Most People in the Last 10 Years

Report

As more Americans turn to online dating and the #MeToo movement leaves its imprint on the dating scene, nearly half of U.S. adults â and a majority of women â say that dating has become harder in the last 10 years.

https://www.pewsocialtrends.org/2020/08/20/nearly-half-of-u-s-adults-say-dating-has-gotten-harder-for-most-people-in-the-last-10-years/

eSERVICES: DATING SERVICES 2016

Report

The eServices market segment Dating Services contains the user and revenue development of three service categories: (1) Matchmaking, (2) Online Dating and (3) Casual Dating in 2016

Zebra IQ Gen Z Trends Report

Report

Zebra IQ is back with our annual Zebra IQ Gen Z Trends Report where we do a comprehensive deep-dive on Gen Z. We highlight the most important Gen Z cultural trends and shifts within the last 12 months, featuring a yearâs worth of proprietary research.

https://storage.googleapis.com/zebra-public-uploads/reports/Zebra%20IQ%202020%20Gen%20Z%20Trends%20Report.pdf

The Global Startup Ecosystem Report GSER 2020

Report

The New Normal for the Global Startup Economy and the Impact of COVID-19

https://startupgenome.com/reports/gser2020

Valuing Bitcoin

Report

This report is intended to help investors visualize why Bitcoin may be more important than ever; we explore Bitcoinâs value indicators, delineate its substantial supply/demand imbalance, and extrapolate how these factors may create a tailwind for Bitcoinâs adoption and price. This analysis indicates that the current Bitcoin market structure parallels that of early 2016 before it began its historic bull run.

https://grayscale.co/wp-content/uploads/2020/09/Grayscale-Valuing-Bitcoin-Sept-2020.pdf

The worldâs largest 500 asset managers; Joint study with Pensions & Investments: October 2020

Report

Assets under management (AuM) at the worldâs 500 largest asset managers exceeded US$100 trillion for the first time in 2019 - totalling US$104.4 trillion - according to new research from the Thinking Ahead Institute. This represents an increase of 14.8% on the previous year when total AuM was US$91.5 trillion and an almost three-fold increase from US$35.2 trillion in 2000.

https://www.thinkingaheadinstitute.org/en/News/Public/News/2020/10/PI_500_2020_PR

PE Pulse Quarterly insights and intelligence on PE trends August 2020

Report

The PE Pulse provides perspectives on both recent developments and the longer-term outlook for private equity (PE) fundraising, acquisitions and exits, as well as trends in private credit and infrastructure.

https://assets.ey.com/content/dam/ey-sites/ey-com/en_gl/topics/private-equity/ey-pe-pulse-2020.pdf?download

THREATS TO U.S. NETWORKS: OVERSIGHT OF CHINESE GOVERNMENT-OWNED CARRIERS

Report

Senate report finds the US government failed to provide sufficient oversight of China-owned telecoms operating in the US for more than 20 years; the report specifically cited the telecoms China Telecom, China Unicom, and Pacific Networks Corp; the FCC authorized the companies to do business in the US two decades ago and in April called on them to defend their ongoing authorization

https://www.hsgac.senate.gov/imo/media/doc/2020-06-09%20PSI%20Staff%20Report%20-%20Threats%20to%20U.S.%20Communications%20Networks.pdf

Telling Chinaâs Story: The Chinese Communist Partyâs Campaign to Shape Global Narratives

Report

The white paper, in collaboration with the Hoover Institution, dives into Chinaâs capabilities and raises an important question: how do states with full-spectrum propaganda capabilities put them to use in modern-day information operations? We examine 3 case studies: Hong Kong's 2019-2020 protests; Taiwanâs 2020 election; and COVID-19.

https://fsi-live.s3.us-west-1.amazonaws.com/s3fs-public/sio-china_story_white_paper-final.pdf

Defining interactive e - commerce A model as observed through the case of Pinduoduo

Report

PDF presentation explaining Pinduoduo, this week's 'huge Chinese internet company that most people have never heard of'

https://www.dropbox.com/s/dkkv5b3ru06ty4v/Interactive%20Ecommerce%20Whitepaper%202020.08.10.pdf

Venture Monitor Q2 2020

Report

The second quarter of 2020 continued to see unprecedented policy challenges as NVCA advocated on behalf of the VC industry and the entrepreneurial ecosystem around the many policy responses to the COVID-19 pandemic and its economic ramifications. Many VC backed startups have been significantly affected by these events, and NVCA has been strongly advocating to and engaging with policymakers to ensure economic stimulus legislation and regulations will help the entrepreneurial ecosystem.

https://files.pitchbook.com/website/files/pdf/Q2_2020_PitchBook_NVCA_Venture_Monitor.pdf

Global IPO Watch Q2 2020

Report

Global equity markets have seen a strong bounce back from the low points seen in March 2020. Whilst market volatility has reduced from the height of the global pandemic, it remains elevated as the global economy continues to grapple with the effects of COVID-19.

https://www.pwc.com/gx/en/audit-services/ipo-centre/assets/pwc-global-ipo-watch-q2-2020.pdf

The Republic Note: A Profit-sharing token

Report

To accelerate growth and engagement and to align incentives among all participants in our ecosystem, we will sell and distribute the Republic Note. The Republic Note will be a digital asset issued on the Algorand blockchain. We plan to ofer a wrapped version on Binance Chain in the future, to the extent practicable. Each Republic Note will represent a fractional economic interest in Republicâs success. Specifcally, our revenue will include portions of the securities and carried interest profts realized by Republicâs public and private investment platforms, if and when companies in which those platforms hold securities or carried interests get acquired at a premium or go public.

https://uploads.republic.co/p/documents/attachments/original/000/000/218/218-1593003895-3dd2ac189c69094946fa0e2bfcc8c312f80a5988.pdf

2020 Autonomous Vehicles Readiness Index

Report

Assessing the preparedness of 30 countries and jurisdictions in the race for autonomous vehicles

https://assets.kpmg/content/dam/kpmg/uk/pdf/2020/07/2020-autonomous-vehicles-readiness-index.pdf

IFR World Robotics 2020 Industrial and Service Robots

Report

This year's global industrial and service robots statistics

https://www.dropbox.com/s/gutqjppwlulg5z3/Presentation_WR_2020.pdf?dl=0

Rise of the central bank digital currencies: drivers, approaches and technologies

Report

Central bank digital currencies (CBDCs) are receiving more attention than ever before. Yet the motivations for issuance vary across countries, as do the policy approaches and technical designs. We investigate the economic and institutional drivers of CBDC development and take stock of design efforts

https://www.bis.org/publ/work880.pdf

The technology of retail central bank digital currency

Report

Central bank digital currencies (CBDCs) promise to provide cash-like safety and convenience for peer-to-peer payments. To do so, they must be resilient and accessible. They should also safeguard the userâs privacy, while allowing for effective law enforcement. Different technical designs satisfy these attributes to varying degrees, depending on whether they feature intermediaries, a conventional or distributed infrastructure, account- or token-based access, and retail interlinkages across borders. We set out the underlying trade-offs and the related hierarchy of design choices

https://www.bis.org/publ/qtrpdf/r_qt2003j.pdf

The 10x potential of tokenisation Democratising investment opportunities

Report

Tokenisation has the potential to unlock access to a wide range of assets for a new demographic of investors.

https://www.gbm.hsbc.com/insights/securities-services/potential-of-tokenisation

Crypto HI 2020 in Review

Report

Midway through 2020, Coinbase is paying close attention to a handful of growth vectors that accelerated digital asset adoption in the first half of the year: Large cap assetsâ network growth and native token appreciation; Increasing direct institutional allocation to digital assets: The emergence of full service crypto prime brokerage, combining custody, execution, and lending; On-chain and market data analytics advancements; Cryptodollar (âstablecoinâ) usage; Crypto derivatives trading; Mining professionalization and the BTC inflation rate halving; Decentralized finance (âDeFiâ) protocol usage; Fintechs and brokerages adding crypto

https://static-assets.coinbase.com/custody/Coinbase-Institutional-Crypto-H1-2020-Review.pdf

Latka: Top SaaS Companies

Database/List/Ranking

Database of SaaS Companies

https://getlatka.com/

The Current State of Blockchain Patents

Report

Key highlights of the study include: Blockchain patents are skyrocketing. More blockchain-related patents were published in the first half of 2020 than in all of 2019, a year that had already seen 3 times more blockchain patents published than in 2018. Alibaba and IBM are the top two patent publishers. Alibaba has published 10 times more patents than IBM this year alone. Blockchain-only companies are not filing for patents, Fortune500 companies are.

https://kisspatent.com/blockchain-patents-study

Media Nations 2020: Interactive report

Report

This is Ofcomâs third annual Media Nations report, a reference publication for industry, policy makers, academics and consumers. It reviews key trends in the TV and online video sectors, as well as radio and other audio sectors. Accompanying this report is an interactive report that includes an extensive range of data. There are also separate reports for Northern Ireland, Scotland and Wales.

https://www.ofcom.org.uk/research-and-data/tv-radio-and-on-demand/media-nations-reports/media-nations-2020/interactive-report

Mailchimp's Year in Review - 2019

Report

Lots of stats on email from Mailchimp annual review. They sent 3.2bn emails last year, and their customers have 4bn unique email addresses on file.

https://mailchimp.com/annual-report/

Civilizations/Dynasties/Empires/Republics

Graphic

Civilization graph now with color-coded locations (by continent) matching population color codes.

https://twitter.com/asymco/status/1104366685346250753/photo/1

Digital 2020 July Global Statshot Report

Report

Everything you need to know about how people around the world are using the internet, mobile, social media, and ecommerce in July 2020. Includes special insights for ongoing changes in digital behaviours due to the COVID-19 pandemic, as we all an in-depth profile of global digital news habits

https://www.slideshare.net/DataReportal/digital-2020-july-global-statshot-report-july-2020-v01

US State of the Mobile Union 1H 2020

Report

Carrier performance for the first half of 2020 is in. We conducted over 2 million tests across the US to see how the carriers performed on a national and state level as well as in the 125 most populated metropolitan markets. We've also taken a look at 5G availability and speed, as well as spectrum allocation, for all four carriers as 5G continues to expand across the nation. Read on to see how the carriers fared.

https://rootmetrics.com/en-US/content/us-state-of-the-mobile-union-1H2020

Rethink Data

Report

The reportâbased on a survey of 1500 global enterprise leaders, which was commissioned by Seagate and conducted by the research firm IDCâidentifies todayâs most pressing data management challenges, and solutions to them. It pinpoints the amount of data available to enterprises that goes unused: 68%.

https://www.seagate.com/files/www-content/our-story/rethink-data/files/Rethink_Data_Report_2020.pdf

Bumble s-1 breakdown

Deck/Memo/Presentation

https://www.readthegeneralist.com/briefing/bumble-ipo

business breakdown

Deck/Memo/Presentation

https://businessbreakdowns.substack.com/p/doordash

Man is the most insane species

Quote

Richard Feynman

Man is the most insane species. He worships an invisible God and destroys a visible Nature. Unaware that this Nature he’s destroying is this God he’s worshiping.

“There are only two ways to make money in business: One is to bundle; the other is unbundle.”

Quote

Jim Barksdale

What we see. What we don't see

Graphic

What we see. What we don't see.

https://www.dropbox.com/s/w2re68hcxqgoej2/What%20we%20see%20vs%20What%20we%20don%27t%20see.jpg?dl=0

Surface Area of a Sphere

Graphic

Finding a formula for the surface area of a sphere is very difficult. One reason is that we can’t open and “flatten” the surface of a sphere, like we did for cones and cylinders before. This is a particular issue when trying to create maps. Earth has a curved, three-dimensional surface, but every printed map has to be flat and two-dimensional. This means that Geographers have to cheat: by stretching or squishing certain areas.Here you can see few different types of maps, called projections.

https://mathigon.org/course/circles/spheres-cones-cylinders#sphere-maps

What is the Blockchain

Report

An explanation of the blockchaing: A shared, immutable public ledger in chronological order

"Cash is more important than your mother."

Quote

Alan Field Shugart

https://avc.com/2019/11/cash-management-in-startups/

Disrupting the Auto Industry: The Startups That are Unbundling The Car

Report

Identified a host of private startups that are working not only in self-driving tech and automated driver assistance but also to improve different services and products associated with the auto industry.

https://www.cbinsights.com/research/startups-drive-auto-industry-disruption/