good time they do great
bad times they do incredible
Big bets on
1.
big four
2.
government protected business (i.e. boeing)
Risks
Mark - facebook
$1.2 B for Mark
Peter Thiel - Palantir
Dorsey - Twitter
Retail Market
1.
AMAZON
Winner continue to stay healthy
Big Four hiring
Who are the smartest people ? they
Fastest growing
2025 will be the most valuable company
"Scale"
HealthCare
17% of economy
Tele medicine
Data Inputs - Amazon want to gather data
In-store experience → pickup experience (grocery)
Amazon
FB & Google
trying to figure how to turn your business to SaaS biz model
Panera Bread trying to become subscription business
Unlimited coffee
Apple
Recurring revenue
Education!!!
UCLA Admission rate 60% → 12%
Kids are not getting that
99% are not going to get into good college
Course
Education
Education experience
university
best brand → double their growth
profound opportunity
!!!!! tech !!!!
Grace and generality
Q&A
