🎯 Trendline Charts #69

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Welcome back to Trendline where I share top charts on investing & business trends. Let’s dive into today’s post.

1) US Video revenue hasn’t grown in 10 years, but streaming is taking more share: US video revenue is ~$220 Billion and hasn’t grown much a decade. Streaming is increasingly taking more share away from linear TV (with lot of room still left). Very interesting slide deck on state of US media industry from Doug Shapiro if you are interested.

2) Decarbonization investments heats up: Worldwide investments in “energy transition” (also called decarbonization trend) crossed $2 Trillion (yes!) in 2024. Most of this money is concentrated in 3 sectors shown below. We are still not investing enough in nuclear.

3) Amazon’s Ad juggernaut: Amazon’s Ad revenue increased to $56.2 Billion in 2024, growing ~20% YoY. Amazon has ~76% of US retail media spend now. To put this number in context, Youtube Ad revenue is ~$36.2 Billion, or 35% lower than Amazon’s Ads business. Given how lucrative margins in digital ad businesses are, it won’t be a big surprise if this becomes Amazon’s most lucrative business line after AWS.

4) China’s innovation surge across sectors: “The idea that the Chinese 'steal' technology rather than innovate themselves is becoming more and more ludicrous”

5) AI Hope Gap: A handy chart that shows that there is a ~$400 Billion shortfall in revenue projection of hyperscalers like Google, Microsoft in relation of investments made in data centers (of which Nvidia GPUs are ~50% of the cost).

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