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Airlift

0 statements across 0 episodes · 3 bullish · 1 bearish · 2 people on the record · first statement Jun 4, 2022 by Usman Gul · said 9 times in 2 episodes since 2022 · across every show →

Mentions by year

brought up most by Harry Stebbings (8), Usman Gul (1)

tap a year for its mentions
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0122022episodes it came up in
002.51522022episodesmentions per episode
2022 9 mentions in 2 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about Airlift, oldest first

Jun 4, 2022
Assertion Not checkable as stated
Gul: Airlift combined picking and delivery costs are 10% to 10.5%
“Yeah, so we're currently doing between three and four percent on picking costs, and we're doing, what, six to seven percent on delivery costs. So our total comes down to about 10 to 10.5% for delivery and picking inclusive.”
Usman Gul Jun 4, 2022 ▶ 29:48 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022 positive
Disclosure
Gul: Airlift achieved a $9.20 average order value in Pakistan
“But as of January of this year, our average order value was about nine dollars and 20 cents.”
Usman Gul Jun 4, 2022 ▶ 38:11 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022 neutral
Assertion Not checkable as stated
Gul: Airlift generates 1.3-2% of revenue from ads
“We're seeing between 1.3 to two percent of revenue from the advertisements platform. We've just got into this space, right? And the benchmark for Delivery Hero is about three percent.”
Usman Gul Jun 4, 2022 ▶ 51:39 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022 bullish
Prediction Didn’t hold up
Gul: Airlift will reach free cash flow in Pakistan within 6-9 months
“For us specifically, Harry, we're looking at free cash flow across all markets across the country. In our first market in, in Pakistan sometime between Q four and Q one within the next six or nine months.”
Usman Gul Jun 4, 2022 ▶ 1:03:40 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Jun 4, 2022 bullish
Prediction Not checkable as stated
Gul: Airlift aims to reduce combined fulfillment costs to 7% by year-end
“We're planning to get this to about seven percent by the end of the year”
Usman Gul Jun 4, 2022 ▶ 30:00 Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
Nov 30, 2022 negative
Disclosure
Stebbings: Pakistani startup Airlift was his biggest fund loss
“My biggest fuck up in this fund cycle was a company called Airlift in Pakistan. I thought I knew better. I analyzed the market to the end of the world, the opposite of FTX. I did more diligence than anyone could have done, and actually, I'd never been to Pakis…”
Harry Stebbings Nov 30, 2022 ▶ 58:30 Jason Lemkin: Cold Email Tips; Why Only 15% of Founders Listen to their VCs | 20VC #954 · 20VC with Harry Stebbings
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