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Simon Borrero

Co-Founder and CEO, Rappi · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderexecutiveLinkedIn ↗rappi.com ↗

Simón Borrero is the co-founder and CEO of Rappi, a Latin American on-demand delivery super-app backed by investors including SoftBank and Sequoia Capital. Prior to Rappi, he founded the software studio Imaginamos and co-founded mobile e-commerce platform Grability.

12statements → 5claims → 1claims resolved → 4.33/5average certainty → 2.33/5average debate potential → ≈4.5/5argument clarity, estimated → 16said about them ↓

1 supported 0 partly supported 0 contradicted 1 not yet assessed 3 not checkable as stated how the 5 claims stand · each chip opens the sources

2 predictions · 3 assertions · 1 opinion · 3 insights · 3 disclosures · every statement was checked. The predictions and assertions are the 5 claims: statements the public record can support or contradict. 1 is resolved, 1 is not yet assessed, and 3 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Simon argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Prediction Held up
Borrero: Rappi will become a super-app with banking within five years
“In five years, Rappi is going to be this super app for people that don't have a lot of time and need Help with a lot of things, and RAP is going to be able to provide not only groceries and restaurants and pharmacy, but also everything for your pets, services,…”
Simon Borrero Mar 18, 2021 ▶ 27:38 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi

How they sound: speaking style how? →

209 words/min while actually speaking · 0.3 um and uh per 1k words

No argument clarity score for Simon Borrero: no usable question→answer exchanges on raw tape (a fair score needs 8+). We do not score a sample that small. Roundtable and news formats yield far fewer direct exchanges than interviews. Their coarse estimate from 24 exchanges on the produced feed is ≈4.5/5, shown at half point precision because the sample is small and produced tape scores higher.

Measured by listening to 3,759 words across 1 episode, but every recording we have of Simon Borrero is the aired feed, and an editor cleaned that audio before release. Some of the hesitation was cut before we ever heard it, so read these as floors: the true rates are at least this high. These are measurements of speaking style, not scores. How it's measured →

How the interview went all their pushback → series average →

Across 1 rated episode:

host pushback ▾ 3/10
pushed back at the host ▾ 2/10
setup questions received 45%

Everything Simon Borrero said on 20VC that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Not checkable as stated
Borrero: Rappi's dollar retention cohorts are twice as good as DoorDash's
“Our dollar retention is world-class. DoorDash just published their dollar retention cohorts. And are amazing. Rappies are twice as good as them because of the multivertical approach.”
Simon Borrero Mar 18, 2021 ▶ 13:26 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi
Prediction Open · timeframe Mar 2026
Borrero: Latin America will produce many $100B tech companies
“It has shown that in Latin America, there's going to be a lot of other hundred billion dollar companies”
Simon Borrero Mar 18, 2021 ▶ 20:47 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi
Insight
Borrero: Employees seeking work-life balance will not be happy at Rappi
“A normal human being that wants a bit more of balance in their life is not going to be super happy in Rappi.”
Simon Borrero Mar 18, 2021 ▶ 24:03 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi
Insight
Borrero: Delivery apps rely on hyper-local density over citywide coverage
“Because this business has hyper-local network effects. You need to make a specific user fall in love with your service, so that specific user in a specific neighborhood in Bogota or in Sao Paulo, she or he gives a shit if you have a 100,000 restaurants in othe…”
Simon Borrero Mar 18, 2021 ▶ 4:43 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi
Assertion Not checkable as stated
Borrero: Rappi achieves unit break-even at two deliveries per hour
“So for us in America, it's two. If you're doing two orders per hour, you're good.”
Simon Borrero Mar 18, 2021 ▶ 6:11 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi
Assertion Not checkable as stated
Borrero: On-demand ATM cash delivery became 5% of Rappi's orders
“48 hours after reading that message, we implemented an on-demand ATM where users could order the equivalent to a hundred dollars or 200 dollars, and a courier will deliver the cash for them. Latin America, everyone uses cash. We would deliver cash for them in …”
Simon Borrero Mar 18, 2021 ▶ 9:46 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi
Insight
Borrero: Growth is the only metric early-stage venture investors care about
“You have to understand in what game you're playing, and this game is called growth, and what's important for early stage investors is, number one, growth, number two, growth, number three, growth, and that's it.”
Simon Borrero Mar 18, 2021 ▶ 12:41 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi
Opinion
Borrero: Mexican and Colombian engineers equal Silicon Valley talent
“Our Mexican-Colombian engineers are at the same level as Silicon Valley guys, and the talent is there.”
Simon Borrero Mar 18, 2021 ▶ 20:10 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi
Prediction Held up
Borrero: Rappi will become a super-app with banking within five years
“In five years, Rappi is going to be this super app for people that don't have a lot of time and need Help with a lot of things, and RAP is going to be able to provide not only groceries and restaurants and pharmacy, but also everything for your pets, services,…”
Simon Borrero Mar 18, 2021 ▶ 27:38 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi
Disclosure
Borrero: Rappi's North Star metric is frequency of use
“For us, the key metric has been frequency of use. Yes, we're a multivertical app, and what makes Rappi amazing is to be able to really make your life better, not only with restaurants, but with pharmacy, with diapers, with liquors, with anything you want.”
Simon Borrero Mar 18, 2021 ▶ 7:59 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi
Disclosure
Borrero: Rappi employs 4,000 corporate staff and 150,000 active couriers
“But now I'm managing a team of 4000 people, a 150,000 couriers in the region.”
Simon Borrero Mar 18, 2021 ▶ 21:29 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi
Disclosure
Borrero: 70% of Rappi's GMV comes from high-frequency power users
“What we're seeing is that 70% of our GMB comes from these users that really understand Rappi, and that's where we're focusing.”
Simon Borrero Mar 18, 2021 ▶ 28:26 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi

The other half of the tape: Simon Borrero's own voice is left out of every number here. Other people bring the name up 16 times in 7 episodes on 20VC. every mention, with the transcript →

Who brings them up most Harry Stebbings 14Fernando Fanton 2

Every mention by year

tap a year for its mentions
008315620212022202320242025episodesmentions
03620212022202320242025episodes it came up in
001.332.5620212022202320242025episodesmentions per episode
2025 2 mentions in 1 episode
2021 14 mentions in 6 episodes 2 per episode

Appearances (1)

EpisodeDateSpeaking time
20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising Mar 18, 2021 20m
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