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51,416 slides across 1229 decks match.
Online Education Enrollment = High Across Diverse Base of Universities
BondCap · data_table
Online Education Enrollment = High Across Diverse Base of Universities
576K — Total Enrollment
Online Education Courses = Top Offline Institutions Ramping Online Offerings
BondCap · timeline
Online Education Courses = Top Offline Institutions Ramping Online Offerings
...Online Education / Learning Platforms = Scaling...Different Shapes & Sizes
BondCap · transition
...Online Education / Learning Platforms = Scaling...Different Shapes & Sizes
Online Education Program Managers = 2U
BondCap · case_study
Online Education Program Managers = 2U
600K — Cumulative Classes Broadcast
...Online Education Marketplaces = Udemy
BondCap · case_study
...Online Education Marketplaces = Udemy
200MM+ — Student enrollments
Online Education (Post-Graduation Income Sharing) = Lambda School
BondCap · case_study
Online Education (Post-Graduation Income Sharing) = Lambda School
...Online Education Learning Tools = Quizlet...
BondCap · case_study
...Online Education Learning Tools = Quizlet...
60MM — Monthly Active Users
...Online Education Learning Tools = Remind
BondCap · case_study
...Online Education Learning Tools = Remind
Online Education (Remote Video Chat) = VIPKid
BondCap · case_study
Online Education (Remote Video Chat) = VIPKid
600K — Students and Teachers
Online Education (Virtual Classrooms) = Byju’s
BondCap · case_study
Online Education (Virtual Classrooms) = Byju’s
2MM — Paying Students
Online Learning (Broad-Based Video) = YouTube Educational Content
BondCap · industry_trends
Online Learning (Broad-Based Video) = YouTube Educational Content
9MM — Subscribers
Online Education (Job-Relevant Skills)… Google = Certifications for In-Demand Jobs…
BondCap · case_study
Online Education (Job-Relevant Skills)… Google = Certifications for In-Demand Jobs…
120K — Cumulative Program Enrollments
...Online Education (Job-Relevant Skills)... Coursera = ~80% Revenue...Business / Tech / Data Science...
BondCap · market_landscape
...Online Education (Job-Relevant Skills)... Coursera = ~80% Revenue...Business / Tech / Data Science...
80% — Consumer Learner Revenue
Skill Building = Increasingly Offered by Employers
BondCap · industry_trends
Skill Building = Increasingly Offered by Employers
Online Education = High Interest... Retention / Completion Rates Vary
BondCap · transition
Online Education = High Interest... Retention / Completion Rates Vary
Online Learning (Massive Open Online Courses – MOOCs) = Strong Growth…Completion / Retention Rates Vary
BondCap · industry_trends
Online Learning (Massive Open Online Courses – MOOCs) = Strong Growth…Completion / Retention Rates Vary
89% — Course Completion Rate
Online Education = More Growth + More Users + More Choice... Lower Cost for Consumers
BondCap · key_messages
Online Education = More Growth + More Users + More Choice... Lower Cost for Consumers
Online Education Costs = Can Be Lower vs. Offline
BondCap · case_study
Online Education Costs = Can Be Lower vs. Offline
$65K — 4-year tuition/fees
IMMIGRATION = IMPORTANT TO USA TECHNOLOGY LEADERSHIP
BondCap · key_messages
IMMIGRATION = IMPORTANT TO USA TECHNOLOGY LEADERSHIP
USA = 60% of Most Highly Valued Tech Companies Founded By... 1st or 2nd Generation Americans...1.9MM Employees, 2018
BondCap · data_table
USA = 60% of Most Highly Valued Tech Companies Founded By... 1st or 2nd Generation Americans...1.9MM Employees, 2018
60% — Market Capitalization
USA = Many Highly Valued Private Tech Companies Founded By... 1st Generation Immigrants
BondCap · data_table
USA = Many Highly Valued Private Tech Companies Founded By... 1st Generation Immigrants
$47B — Valuation
USA = 14% of Population Foreign-Born & Rising... Near All-Time High (1910) @ 15%
BondCap · context
USA = 14% of Population Foreign-Born & Rising... Near All-Time High (1910) @ 15%
14% — Foreign-Born % of Total Population
USA INC.* = WHERE YOUR TAX DOLLARS GO
BondCap · section_divider
USA INC.* = WHERE YOUR TAX DOLLARS GO
USA Income Statement = -18% Average Net Margin Over 30 Years
BondCap · financial_analysis
USA Income Statement = -18% Average Net Margin Over 30 Years
-18% — Net Margin
...USA Income Statement = Net Loses in 45 of 50 Years
BondCap · financial_analysis
...USA Income Statement = Net Loses in 45 of 50 Years
45 of 50 — Annual Net Profit / Loss
USA Entitlements = Medicare + Medicaid Driving Most Spending Growth...
BondCap · financial_analysis
USA Entitlements = Medicare + Medicaid Driving Most Spending Growth...
54% — Percentage of total expenses
...USA Entitlements = 61% vs. 42% of Government Spending Thirty Years Ago
BondCap · financial_analysis
...USA Entitlements = 61% vs. 42% of Government Spending Thirty Years Ago
61% — Government Spending Composition
USA Entitlements Growth Over 30 Years = Looking @ Numbers...Closer to Home
BondCap · financial_analysis
USA Entitlements Growth Over 30 Years = Looking @ Numbers...Closer to Home
28% — Entitlement Payout as % of Household Income
HEALTHCARE (USA) = DIGITAL IMPACT EXPANDING ACROSS ECOSYSTEM
BondCap · section_divider
HEALTHCARE (USA) = DIGITAL IMPACT EXPANDING ACROSS ECOSYSTEM
Healthcare Cost = High + Rising for Government / Consumers
BondCap · problem_statement
Healthcare Cost = High + Rising for Government / Consumers
Healthcare Insurance Coverage = Increasingly from Government vs. Employer
BondCap · industry_trends
Healthcare Insurance Coverage = Increasingly from Government vs. Employer
54% — Percentage of health-insured population
Healthcare Preventable Deaths / Efficiency = USA Worse vs. Peers
BondCap · peer_benchmark
Healthcare Preventable Deaths / Efficiency = USA Worse vs. Peers
Healthcare = Steadily Digitizing...Driven by Consumers
BondCap · industry_trends
Healthcare = Steadily Digitizing...Driven by Consumers
Healthcare (USA) = Strong Digital Usage / Adoption
BondCap · section_divider
Healthcare (USA) = Strong Digital Usage / Adoption
Data Pools = Unlocking Deeper Research Insights
BondCap · context
Data Pools = Unlocking Deeper Research Insights
14MM — Annual Consumer Genomics Tests
Health Networks = Aligning Provider Teams Across Organizations
BondCap · case_study
Health Networks = Aligning Provider Teams Across Organizations
1.4MM — Collective Insights
Online Discovery = Improving Accessibility + Availability of Care
BondCap · case_study
Online Discovery = Improving Accessibility + Availability of Care
On-Demand Urgent Care = Reducing Time to Receive Treatment
BondCap · case_study
On-Demand Urgent Care = Reducing Time to Receive Treatment
160MM — Cumulative Medical Billings Saved
Telehealth / Telemedicine = Strengthening Patient <> Practitioner Relationships
BondCap · industry_trends
Telehealth / Telemedicine = Strengthening Patient <> Practitioner Relationships
Prescription Delivery = Improving Convenience + Affordability
BondCap · industry_trends
Prescription Delivery = Improving Convenience + Affordability
300K — Medical Interactions
Communication / Professional Community = Extending Knowledge Base to Practitioners
BondCap · case_study
Communication / Professional Community = Extending Knowledge Base to Practitioners
1.2MM — Doximity Registered Members
Health Insurance Management = Simplifying + Centralizing User Experience
BondCap · case_study
Health Insurance Management = Simplifying + Centralizing User Experience
Health Incentive Tools = Driving Positive Choices via Savings + Personalized Rewards
BondCap · case_study
Health Incentive Tools = Driving Positive Choices via Savings + Personalized Rewards
$1.6B — Cumulative Incentives
Medicare Plan Management = Personalizing Coverage + Costs
BondCap · market_landscape
Medicare Plan Management = Personalizing Coverage + Costs
22MM — Enrollment
Healthcare Innovation = Internet Leaders Building Capabilities
BondCap · transition
Healthcare Innovation = Internet Leaders Building Capabilities
Healthcare Innovation = Internet Leaders Poised to Capture Data
BondCap · market_landscape
Healthcare Innovation = Internet Leaders Poised to Capture Data
60% — Consumer trust in sharing health data
Healthcare Innovation = Apple… Hardware + App Store Leveraging Research For Consumers
BondCap · case_study
Healthcare Innovation = Apple… Hardware + App Store Leveraging Research For Consumers
Healthcare Innovation = Google / Alphabet… Artificial Intelligence Unlocking Insights for Practitioners
BondCap · client_example
Healthcare Innovation = Google / Alphabet… Artificial Intelligence Unlocking Insights for Practitioners
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