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17 Feb, 4 tweets, 1 min read
WORLD 4.0 - INITIATING COVERAGE OF THE MEDIA INDUSTRY

As the sponsors of the JPR007 LIBRARY already know, our focus to date has been primarily on the Transition from Energy 3.0 to Energy 4.0

- including Automotive, Energy Generation and Energy Storage

patreon.com/posts/world-4-…
And in our emerging World 4.0 there are going to be many other areas that need disruption including Money, Transactions, Communications, and Education

- we expect Starlink to become a major force in Communications

- and we are monitoring developments in Money and Transactions
Today we have identified a new disruptive source in the Media sector and some early parameters for how the disruption is going to take place

So this note is to let you know that we are initiating data gathering and research for the coming Transition from Media 3.0 to Media 4.0
We expect investable opportunities to come out of this research

Your sponsorship and support for the JPR007 Library will be greatly appreciated in helping us to pursue and develop this important theme

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More from @jpr007

17 Feb
HOW DO UBER ECONOMICS WORK ?

Using the 2019 numbers shown here :

1. Uber says there were 111 million Monthly Active customers

2. These folk asked Uber Drivers to make 6,904 million trips

3. So the average customer initiated Uber 62.2 trips
4. These customers were charged $65,001 million

5. That is 6.9 billion trips and $65 billion of fares

6. The average fare was $9.42 per trip

7. Uber took $14,147 million from those Gross Billings as their Revenue = $14.147 billion / $65.001 billion = 21.8%
8. The Drivers got the rest = $65.001 billion - $14.147 billion = $50.854 billion

9. This gives the Drivers $59.854 billion / 6.904 billion = $7.37 per trip

10. That's not a lot of money for the Drivers
Read 4 tweets
17 Feb
Bill Gates praised Tesla and its CEO Elon Musk's contributions on mitigating climate change in a New York Times podcast this week
finance.yahoo.com/news/bill-gate…
What Happened :

"Well, it’s important to say that what Elon did with Tesla is one of the greatest contributions to climate change anyone’s ever made,” the billionaire-philanthropist said on NYT opinion writer Kara Swisher’s twice-weekly podcast “Sway"
“Underestimating Elon is not a good idea,” Gates added.

Why It Matters :

The Microsoft co-founder's comments follow Musk's appearance on Joe Rogan's podcast where he said he had heard that Gates might have had a short position on Tesla stock :
Read 7 tweets
17 Feb
Ford is investing $1 billion in an electric vehicle production facility in Cologne, Germany, with the European arm of the automotive giant committing to go “all-in” on electric vehicles in the years ahead
cnbc.com/2021/02/17/for…
In plans announced Wednesday morning, Ford said its entire passenger vehicle range in Europe would be “zero-emissions capable, all-electric or plug-in hybrid” by the middle of 2026, with a “completely all-electric” offering by 2030
The investment in Cologne will see the company update an existing assembly plant, converting it into a facility focused on the production of electric vehicles
Read 11 tweets
17 Feb
SOME OBSERVATIONS ON THE UBER BUSINESS MODEL

In 2019, before the disruption of COVID-19, Uber generated Revenues of $14.1 billion and had Costs of about $22.6 billion

1. So their Costs were 60% HIGHER than their Revenues
2. If they want to break even on the current Cost and Revenue structure they would need to RAISE THEIR PRICES by +60%

- and that is just to achieve Breakeven

3. It is said that their current pricing is roughly $2 per mile

4. So breakeven pricing should be around $3.20 per mile
5. If Uber's take from the customer's payment is 20%, then that means the Cost of running Uber is about $0.64 per mile
Read 7 tweets
17 Feb
Officials at one of Japan's major oil refiners say they are preparing to manufacture and sell an electric vehicle

Idemitsu Kosan has been working with racing-car maker Tajima Motor to develop the compact EV

It seats four people

SEE VIDEO www3.nhk.or.jp/nhkworld/en/ne…
The company plans to sell the car through its roughly 6,400 gas stations across the country from next year

The target price is about USD 14,000, although the officials say it might go for even less
Idemitsu Kosan CEO, Kito Shunichi, said :

"Our company will continue to pursue its corporate mission of providing stable energy resources, but also develop new areas for its future business"
Read 4 tweets
17 Feb
TSLA STOCK

- has been rangebound for over a month

- with a high of ~$900 and a low of ~$780
- and we are looking forward to one more downward push . . .
. . . before the ever-rising tide catches up with it and washes away that temporary trading range

So Buyers should be on the lookout for that last opportunity to pick up more shares in the 700s
Read 4 tweets

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