High Level GStatistics

• Main Study
• GDP per capita
• GDI
• Inflation
• Interest rates
• Manufacturing output
• Internet rates
• Cost of compute
• Middle class growth
• PMI
• Credit rating (country, S&P)
• Debt to GDP
• Consumer sentiment indexes (the more negative, the less people are going to spend on consumer goods)
• Core retail sales
• Household debt to income
• Consumer savings (meaning they have more money to spend, percent of income)
• Number of businesses created
• Screen-time (how much does the average person spend on their screen? (mobile, computer))
• STEM graduates
• Top Exports
• Exports to countries:
• Imports: show independence to worldwide events that a country has, if they need more imports, then they are more subjected to worldwide politics
• Workforce shortages
• Education ranking, top to bottom
• Birth rates
• Most popular operating systems
• Cost of electricity per kWh (household, business)
• CO2 Emissions
• What are the biggest problems still left on the internet?
• What are the main functions to transform information on the internet?

Miscellaneous Points

• 5/8 billion people on the planet using the internet (62.5%)
• 57% of people in developing countries use the internet, 90% in developed (saturated)
• this data is relevant for telecom companies, they have to lay the groundwork for these people before apps etc can come in and acquire customers
• China has 3x US number of people on internet and India is 2x US
• China and India have the fastest growing middle classes
• A blockchain is the first international, internet-first secure data structure created. everything else was created in the context of a domestic environment (banking, telecoms, internet, etc) mainly because of law and available technology. Internet has made business international first

New technologies

• 5G (increased data bandwidth)
• smart contracts (automated movement of money from humans and non-humans)
• AI (decision making based on data we aren’t good at understanding)
• cheap cloud compute (compute going to $0/byte)
• renewable energy (fusion and others aiming for $0/kWh)
• keyless signatures (new internet accessibility models for businesses, consumers and other computer programs)
• digital twins (simulate the real world before spending money on making it)
• cheap IoT chips (connect everything to the internet)
• wearables (also connect our biological data to the internet)
• gene editing (read all life, hyper-personalized products, write all life, faster evolution while alive)

Main Study

Conclusions: The internet is almost fully saturated (70%), save India, some of China, and Africa. This means that people now have online identities and can be treated as customer avatars. There are two customer avatars now: the in-person avatar and the online avatar. Amazon, Google, YouTube, and Facebook brought the world’s populations online, now the world has an established relationship with the internet network. New digital technologies that deal with data, cybersecurity, and devices will all be through the internet. It is the default network for information, much like the physical world is for non-human created information. The internet is a ledger of human activity. The playing field for digital innovation has basically been commoditized to everywhere- no longer is it a long-term strategic advantage to create a pure internet company in the US. Your customers are mostly digital avatars, their spending history is almost entirely online.

GDP per capita

• Conclusion: Every country is growing, UAE ballin. Does this outpace of inflation mean anything? Doesn’t directly reflect purchasing power.
• US: $70,248 (+5.8%)
• China: $12,556 (+8%)
• India: $2,256 (+7.8%)
• Russia: $12,000 (+5.2%)
• Japan: $39,000 (+2.1%)
• UK: $46,510 (+7.1%)
• Brazil: $7,507 (+4.1%)
• Israel: $52,170 (+6.9%)
• UAE: $44,315 (+17.8%)
• Indonesia: $4,332 (+11.2%)
• Nigeria: $2,065 (-0.1%, sharp decline from a few years ago, -30%)

GDI

• Conclusion: This is a hard indicator to find, but it is interesting to find out our operating income. China is more operationally efficient, since they did $17T vs the US’s $23T. The US needs to become more productive as a work force. Find the least productive industries and offer them software services. Inefficient operations can be reflected in low unit output and high prices.
• US: $19.39T
• China: $14.14T (2020)

Inflation

• Conclusion: US is too high, China is low, UK is not ideal, Nigeria is screwed
• US: 7.11%
• China: 2.7%
• India: 4%
• Russia: 12.6%
• Japan: 3.8%
• UK: 10.7%
• Brazil: 5.9%
• Israel: 5.2% (increase in 4% in 1 year, wonder if it is tied to US)
• UAE: 3.2%
• Indonesia: 5.51%
• Nigeria: 21.2%

Interest rates

• Conclusion: US is getting high, but not nearly as high as others. All of these other countries present an opportunity to give them USD loans. The only question is can they make enough money to pay back the loan, given their local risks. US will probably have to go to 8-10% to tame inflation. No buying a home anytime soon
• US: 4.50%
• China: 3.65%
• India: 6.25%
• Russia: 7.5%
• Japan: -0.1%
• UK: 3.5%
• Brazil: 13.75% (refinance in crypto USD loan)
• Israel: 4%
• UAE: 4.9%
• Indonesia: 5.5%
• Nigeria: 16.5%

Manufacturing output

• Conclusion: China is top dog, but India is catching up. Am really surprised by the US- manufacturing is decreasing as a percent of GDP, meaning more IT/agricultural products are being sold. But we are still putting out massive industrial value.
• US: $2.3T, total dollar value increasing but decreasing as a percent of GDP. COVID definitely slowed it

• China: $4.8T, double the US
• grew 26% during COVID- but what about after? not sure yet. seems way more volatile than the US

• India: $446B- also they just passed some laws that are incentivizing a bunch of manufacturing so people are switching to their country. This will definitely be in the multi-trillions 10 years from now.
• grew fast- 22% in 2021
• been growing really well, but decreasing as a percent of GDP. what else are they selling?

• Russia: $256B
• grew 28% in 2021

• Brazil: $155B- been decreasing for 20 years, wow!
• COVID dropped it almost 30%
• probably the new government at the start of the 80s crushed their production outputs- seems like they have always had a weak government. has been a trend since after ww2

• Japan: $995B
• has slowly been declining as a percent of GDP- COVID didn’t really do anything to its trend. I wonder what else they export

• UK: $279B, +16% after COVID
• long term decline since before 90s- wow! they are selling stuff that is not manufacturing then

• Israel: $46.10B
• constant increases over the years- expect this to compound. probably have a focus on innovation

Internet rates

• Conclusion- India is going to be the fastest growing, China has censorship problems. Nigeria and Indonesia have a lot of growth, but the eNira failed miserably
• US: 91%
• China: 72.4%
• India: 59.5%
• Russia: 89.5%
• Japan: 94.2%
• UK: 96.6%
• Israel: 76.3%
• UAE: 95.2%
• Indonesia: 71.6%
• Nigeria: 63.8%

Cost of compute

• Conclusion: cheaper in US than India, not by much, but gets more expensive as the bills add up. will definitely come down, then most likely eventually pass the US. Since the internet moves at the speed of light, data centers will move out of the US to India
• US: t3.medium: $0.0416
• India: t3.medium: $0.0448 (~8% increase)

Middle class growth

• Conclusion most middle classes are shrinking slowly, but India, China, and Indonesia, have rapidly growing middle classes. Need to sell services to them. Tesla will most likely catch this wave as an aspirational automobile to own
• US: -10%
• China: +47%
• India: +17%
• Russia: -13% (also around 15% of population)
• Japan: lower, can’t find exact number
• UK: stagnant
• Israel: down ~1%
• UAE: not sure but it’s growing. seems to be either rich or poor. middle class gets low income housing
• Indonesia: ~30%
• Nigeria: 23%, shrinking
• Pakistan: also growing

PMI

• Conclusion: US manufacturing is going down, we have to become more productive as a country for this. >50 means growth, <50 means contraction. India is growing
• US: 46.2 (decline in manufacturing)
• China: 49 (stagnation)
• India: 57.8
• Russia: 53
• Japan: 48.9
• UK: 45.3
• Israel: 53.6
• UAE: 54.2
• Indonesia: 50.9
• Nigeria: 52.3

Credit rating (country, S&P)

• Conclusion: US is way too high for its amount of debt, also Japan has a crazy high rating given its leverage. Political risk is included in the calculation of this, not sure of the weights on its model though.
• US: AA+
• China: A+
• India: BBB-
• Russia: NR
• Japan: A+
• UK: AA
• Israel: AA-
• UAE: AA
• Indonesia: BBB
• Nigeria: B-

Debt to GDP

• Conclusion: US is way over-leveraged, Japan is even worse but somehow has an A+ credit rating? UAE has a clean balance sheet. Not sure how the US pays back its debts.
• US: 137%
• China: 71.5%
• India: 84%
• Russia: 17% (pre war probably)
• Japan: 262% (!!!)
• UK: 95%
• Israel: 68%
• UAE: 38.3%
• Indonesia: 41.2%
• Nigeria: 37%

Consumer sentiment indexes (the more negative, the less people are going to spend on consumer goods)

• Conclusion: US is def ego based. China is up, but can’t tell if that is forced. UAE and India are crushing it. India has a little high of inflation, I think US sentiment is down because of inflation and interest rates.
• US: 59.67 (-8 TTM)
• China: 85.5 (-35 TTM)
• India: 83 (+28 TTM)
• Russia: -23 (-12 TTM)
• Japan: 30.3 (-6 TTM)
• UK: -42 (-23 TTM)
• Israel: -17.6 (+2 TTM)
• UAE: 135 (+30 TTM)
• Indonesia: 120 (+1 TTM)
• Nigeria: -14.8 (-14.5 TTM)

Core retail sales

• Conclusion: people are buying less stuff, most likely due to interest rates and supply chain shocks from COVID
• US: 6.5 (-2)
• China: -5.9 (-0.5)
• Russia: -7.9 (+2)
• Japan: 2.6 (-2)
• UK: -5.9 (0)
• Israel: 2.27 (+0.5)
• Indonesia: 1.3 (-2)

Household debt to income

• Conclusion: huge opportunity to refinance over-leveraged countries with DeFi credit cards at lower interest rates. Are more non-banked individuals in upcoming middle class countries like India, China, and Indonesia signing up with banks or with wallets for crypto? The whole world is over-leveraged, this is wild!
• US: 101%
• China: 62%
• India: 14.1%
• Russia: 37%
• Japan: 115%
• UK: 148%
• Israel: 44.6%
• UAE: 106%
• Indonesia: 9.4% (opportunity to sell credit cards lol)
• Nigeria: 80%

Consumer savings (meaning they have more money to spend, percent of income)

• Conclusion: Worldwide savings increased dramatically when COVID hit, but returned to normal levels after. Opportunity would be to offer products cheaper and reliable when the savings hit, for most basic needs (water, food, utilities). Not luxuries or better mouse traps. Something that can help them increase their income and reduce spend.
• US: 12.4%
• China: 35% in 2019, nothing available after
• India: 29.3%*
• Russia: 4.3% before the war, now not available
• Japan: 12.1%
• UK: 6.9%
• Israel: 28.5%*
• UAE: 45.4%*
• Indonesia: 29.4%*
• * percent of GDP, not income. Couldn’t find info on income

Number of businesses created

• Conclusion: US e-commerce boom created a lot of new businesses in the US. Not sure what’s going on in China, regulatory crackdowns have decreased it dramatically. Rest of the world seems good, not sure how it paces against people entering the work force/retiring though
• US: increasing slowly after decreasing
• China: increased, then decreased quickly
• India: n/a but def going up based on policies passed for tech and manufacturing
• Russia: increasing slowly
• Japan: decreased quickly, now picking u
• UK: increasing
• Israel: increasing quickly
• Indonesia: slowly increasing
• Nigeria: cinreasing

Screen-time (how much does the average person spend on their screen? (mobile, computer))

• Conclusion: everybody is high, spending more than 30% of their day on the internet. mobile, on average, is higher than computers. I wonder what tasks are too hard to complete on a phone that you want a computer for (coding, excel, normal workday stuff)
• US: 7:04 (3:30, 3:34)
• China: 5:15 hrs (3:06, 2:09)
• India: 7:18 (4:05, 3:13)
• Russia: 7:50 (3:39, 4:11)
• Japan: 4:25 (1:39, 2:46)
• Brazil: 10:19 (5:25, 4:54)
• UK: 6:12 (2:41, 3:31)
• Israel: 7:35 (3:31, 4:04)
• UAE: 8:36 (4:35, 4:01)
• Indonesia: 8:37, (4:56, 3:41)
• Nigeria: n/a but probably similar to the rest
• how much of this is video games, entertainment streaming, porn, and work?

STEM graduates

• Conclusion: China has double the STEM grads as the US, India is pretty big as well. They will have a software/internet app revolution just like the US over the next 20 years. Need to figure out how to invest in some of these
• US: 20% if graduates
• China: 40% of graduates
• India: 25-30%
• Russia: 30%
• Japan: 30%
• UK: 21%
• Israel: 30%
• UAE: N/A, but they are reinvesting
• Indonesia: N/A, but same as UAE. they have a massive population though
• Nigeria: 30%

Top Exports

• Conclusion: Software is considered a service. We’re all selling the same stuff- how does one country decide where it’s going to source materials?
• US:
1. aircraft, engines, and parts
2. refined petroleum
3. automobiles
4. medicaments
5. telecom equipment
6. software (somewhere in here)
• China:
1. computers
2. telecom equipment
3. integrated circuits
4. automobiles
5. refined petroleum
• India:
1. software
2. refined petroleum
3. diamonds
4. pharmaceuticals
5. automobiles
6. gold
• Russia:
1. crude petroleum
2. petroleum gas
3. coal briquettes
4. platinum
5. palladium
• Japan:
1. automobiles
2. auto parts
3. refined petroleum
4. telecom equipment
5. computers
• UK:
1. automobiles
2. crude petroleum
3. refined petroleum
4. medicaments
5. telecom equipment
• Israel:
1. diamonds
2. pharmaceuticals
3. refined petroleum
4. medicaments
5. computer
• UAE:
1. refined petroleum
2. gold
3. diamonds
4. aluminium
5. crude petroleum
• Indonesia:
1. crude petroleum
2. coal briquettes
3. palm oil
4. rubber
5. gasoline

Exports to countries:

• Conclusion
• US: wow we have Canada and Mexico by the balls- we represent 49% and 45% of imports for them, respectively.
• Canada: 18%
• Mexico: 16%
• China: 8.8%
• Japan: 4.4%
• South Korea: 3.8%
• other European and SE Asian trade partners
• China: has a more diverse/evenly distributed network of trade partners, so if one goes down because of politics, they have other countries to sell to. However, they still sell a ton to the US. Would guess mostly consumer products, since they are low quality for industrial stuff
• United States: 18%
• Hong Kong: 11%
• Japan: 5.1%
• South Korea: 4.2%
• Other SE Asia and European
• India: US, UAE, and China. See the same patterns in other stats.
• United States: 18%
• UAE: 6.5%
• China: 5.9%
• Bangladesh: 3.6%
• other SE Asia and European
• Russia: does trade with a lot of people- very diverse, but weighted towards Europe and China.
• China: 14%
• Netherlands: 8.6%
• Germany: 6.1%
• Turkey: 5.4%
• Belarus: 4.7%
• Kazakhstan: 3.8%
• United States: 3.6%
• UK: 4.6% (must be all energy)
• Japan: See the same stats again and again. Trades go both ways, it seems. Wonder if natural resources are even a big part of import economies anymore. What are they buying from the US vs from China? Japan buys a lot of US cars, aircraft, medical equipment, pharmaceuticals, and chemicals. China imports a lot of energy and agricultural products from the US, like crude oil and natural gas. I would assume that these resources are not drilled here, but rather refined here. US is fucked if China and India become known for developing high quality high-tech/high-CAPEX technology. They can deliver these products and services far cheaper than we can.
• China: 23%
• United States: 19%
• South Korea: 7.5%
• Hong Kong: 5%
• other SE Asia and Europe
• UK: seems pretty diverse, but most of it is to Europe and the US. UK exports pharmaceutical and medical equipment, alcohol, cars, fashion, and some machinery to the US. Would also assume financial services like insurance
• United States: 13%
• Germany: 9.2%
• Switzerland: 8.9%
• Netherlands: 8.3%
• Ireland: 6.5%
• other European countries, then eventually SE Asia
• Israel: Export to the US include mostly high-tech stuff: chips, telecom, medical devices, defense equipment, diamonds, and agricultural products.
• United States: 30%
• China: 8.2%
• India: 5.1%
• other European countries, a couple SE Asia but not a lot. Super interesting to see that there is barely and Middle East and African participation
• UAE: big trade partner with India and the Saudi’s. Definitely seems like a different business world, since they do trade with so many of the Middle Eastern countries
• Saudi Arabia: 12%
• India: 11%
• Iraq: 6.6%
• Hong Kong: 5%
• Oman: 4.7%
• United States: 3.6%
• other ME countries and some Euro.
• Indonesia: Export palm oil, rubber, cocoa beans, clothing, and footwear to both the US and China. They export coal to China, but crude oil and natural gas to the US.
• China: 24%
• United States: 12%
• Japan: 8%
• India: 5.9%
• other SE Asia
• Nigeria: Has a ton of oil, and exports it. They export cocoa, rubber, and cashews, as well as clothing.
• India: 17%
• Spain: 12%
• France: 6.4%
• Netherlands: 6.1%
• Canada: 4.6%
• United States: 4.3%
• really a lot of other countries- not limited by region

Imports: show independence to worldwide events that a country has, if they need more imports, then they are more subjected to worldwide politics

• Conclusion: Main countries that appear are China, US, India, Germany. The countries with a lot of political/religious unrest do not appear on the list (no surprise).
• US: trades with people closest to it, unironically. Transportation costs are more expensive the further away something is. Oil is oil no matter where you buy it from
• China: 19%
• Mexico: 14%
• Canada: 13%
• Japan: 4.9%
• Germany: 4.8%
• Vietnam: 3.8%
• South Korea: 3.5%
• India: 2.7%
• China: trades a lot with SE Asia and Korea. Would have expected more from Russia. The new pipeline from Russia to China will no doubt increase imports
• South Korea: 8.8%
• Japan: 8.4%
• US: 7.4%
• Australia: 6.7%
• China: 6.4% (?)
• Malaysia: 4.0%
• Vietnam: 3.8%
• India: more central Asia, would’ve expected more from the Middle East. But makes sense since some of the biggest countries can’t get over their religious problems and are being left behind
• China: 16%
• UAE: 7.6%
• US: 7.3%
• Switzerland: 5.2%
• Saudi Arabia: 4.9
• Iraq: 4.7%
• Hong Kong: 3.2%
• Singapore: 3.2%
• South Korea: 3.0%
• Russia: huge percentage comes from China, seems like a big risk. Germany shows up on all the lists- great innovators. US still a big trade partner, despite everything different between our political systems
• China: 25%
• Germany: 9.4%
• United States: 5.9%
• Belarus: 5.4%
• South Korea: 4.5%
• France: 4.2%
• Italy: 4.1%
• Japan: China is huge, also because they are right there, and the US still is a huge exporter to Japan. The US has a trade surplus with Japan in services, but Japan has a trade surplus in goods with the US. We export finance services, travel, and education
• China: 25%
• US: 11%
• Australia: 7.1%
• South Korea: 4.3%
• Saudi Arabia: 3.7%
• UAE: 3.7%
• Thailand: 3.6%
• Germany: 3.2%
• UK: Not super dependent on Russia, but I bet it is for important stuff like energy. China is their top, and trade with the US frequently. Trade with Europe is high
• China: 13%
• Germany: 11%
• United States: 8.8%
• Netherlands: 6.2%
• Norway: 5.3%
• Belgium: 4.6%
• Other European, and Russia at 3.6% (probably all energy)
• Israel: huge trade with China and the US. Interesting to see none of the middle east on here. Afghanistan and Kaz and Ukraine all have the most ability to manufacture but can’t get their shit together
• China: 13%
• US: 11%
• Switzerland: 8.1%
• Germany: 8%
• Turkey: 5.8%
• Belgium: 5.6%
• Europe, India, some of Asia
• UAE: The main countries- US, China, India
• China: 19%
• India: 7.8%
• United States: 6.3%
• Japan: 4.0%
• Turkey: 3.6%
• Germany: 3.1%
• Other European countries, SE Asia, South Africa
• Indonesia: This is nuts- China has almost a third of all imports
• China: 29%
• Singapore: 8.1%
• Japan: 7.6%
• United States: 5.9%
• other SE Asia
• Nigeria: China is huge, with Netherlands being surprisingly large. They import a lot from India- could it be software?
• China: 25%
• Netherlands: 10%
• India: 8.9%
• Belgium: 7.3%
• United States: 6.9%
• Russia: 4%
• others from everywhere
• Taiwan: basically all China and some US

Workforce shortages

(where people are paying inflated wages). Are there any industries that are going to be lacking? These industries can be sold to and increase the productivity per employee

Education ranking, top to bottom

• Conclusion- US still the top, but China is better in children’s education. Long term, the future belongs to them
• US
• UK
• Japan
• China
• Russia
• Israel
• UAE
• India
• Indonesia
• Nigeria

Birth rates

• Conclusion: Everyone seems similar except India and Africa- they are much higher
• US: 10.9%
• China: 8.5%
• India: 17.5%
• Russia: 9.8%
• Brazil: 13.5%
• Japan: 6.8%
• UK: 10.2%
• Israel: 19.2%
• Indonesia: 17.5%
• Nigeria: 37%
• Africa as a whole has 30%+ for almost all the countries. in 20-30 years, this will be an important market to sell to

Most popular operating systems

• Conclusion: iOS is growing slowly around the world as the standard of living increases and other countries catch up to our income/literacy rates. Android absolutely dominates- most likely because it is open source, and manufacturers build on top of it. More developers would be building on Android, given its market advantage. All other Android derivatives fight over market share based on distribution into local countries, but Apple continues to operate independently, but has to compete with whatever local distribution of Android variant
• source, great information source: https://gs.statcounter.com/

• US: Windows is by far the largest computer OS, computer OS’s are smaller than mobile, Apple is bigger than Android, but also expected it to be way bigger
• Windows (computer): 30.17%
• iOS (mobile): 29.12%
• Android (mobile): 22.79%
• OS X (computer): 12.17%

• China: Wow! Android is massive here. I would bet China and India are its biggest markets. I think Macs and iPhones are too expensive for the rest of the world, except for the UK and the USA
• Android: 49.7%
• Windows: 26.52%
• iOS: 20.26%
• OS X: 1.24%
• Linux: 0.23%

• India: Wow! Windows dominates the computer industry, Android the mobile. Also way more phones are sold than computers. Apple is irrelevant in India
• Android: 73.52%
• Windows: 18.17%
• iOS: 2.8%
• Linux: 1.97%
• OS X: 0.66%

• Russia: Windows and Android are dominant
• Windows: 52.33%
• Android: 28.64%
• iOS: 10.91%
• OS X: 3.86%
• Linux: 1.2%

• Japan
• Windows: 43.16%
• iOS: 27.14%
• Android: 13.14%
• Unknown: 8.58%
• OS X: 6.82%

• UK: Windows is 3x larger for computers than Mac.
• Windows: 31.44%
• iOS: 28.42%
• Android: 25.31%
• OS X: 10.62%
• Chrome: 2.15%

• Israel
• Android: 43.64%
• Windows: 33.82%
• iOS: 17.52%
• OS X: 3.34%
• Linux: 0.59%

• UAE:
• Android: 52.21%
• Windows: 21.91%
• iOS: 17.7%
• OS X: 5.59%

• Indonesia:
• Android: 57.91%
• Windows: 30.79%
• iOS: 6.96%
• OS X: 1.75%

• Nigeria: Almost no computers, heavy majority cell phones. Big opportunity to sell computers as more people become skilled in programming. They must import a lot of their software
• Android: 68.12%
• iOS: 11.07%
• Windows: 10.42%
• Linux: 1.01%

Cost of electricity per kWh (household, business)

• Conclusion: why is electricity more expensive for businesses in other countries? that literally makes no sense. UK is 3x US, US is ~1.5x other countries
• US: $0.175, $0.136
• China: $0.079, $0.092
• India: $0.073, $0.10
• Russia: $0.062, $0.089
• Japan: $0.256, $0.196
• UK: $0.472, $0.406
• Israel: $0.166, $0.164
• UAE: $0.081, $0.100
• Indonesia: $0.093, $0.072
• Nigeria: $0.050, $0.081
• Kazakhstan: $0.043, $0.057

CO2 Emissions

• agriculture
• energy production
• data centers
• keeping houses warm
• lights
• what other networks rely on energy?
• deforestation
• what if you could manufacture these chemicals that we cut down for (scents, palm oil, etc) and do it cheaper than the current manufacturing methods?

What are the biggest problems still left on the internet?

• Stripe solved payments, as well as all the other companies in different regions
• Shopify solved e-commerce for small businesses (who handles 3PL?)
• Google solved search
• Amazon solved retail (does Amazon fulfillment handle Shopify?)

What are the main functions to transform information on the internet?

• pay()
• search()
• communicate()
• locate() (maps)
• store() (database)

Sources:

https://tradingeconomics.com/

https://gs.statcounter.com/

https://www.macrotrends.net/