Insight certainty 4/5 debate potential 2/5

Clark: US last-mile delivery requires five to six deliveries per hour

Dave Clark · Dave Clark: Lessons from Leading 1M Employees w/ Jeff Bezos at Amazon to CEO of Flexport | E1036 · 20VC with Harry Stebbings · Jul 17, 2023 · at 15:36

Dave Clark, former Amazon Consumer CEO and current Flexport CEO, analyzes driver labor costs and delivery density requirements for US last-mile logistics.

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“If you're net averaging 20, 25 dollars an hour for, you know, a delivery or an hour for somebody who's doing deliveries in the US. You know, you really need to net You know, five or six deliveries an hour to get good scaled costs there.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Dave Clark

Assertion Supported
Clark: One-hour delivery lacks a feasible, profitable business model
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Dave Clark Jul 17, 2023 ▶ 13:08 Dave Clark: Lessons from Leading 1M Employees w/ Jeff Bezos at Amazon to CEO of Flexport | E1036 · 20VC with Harry Stebbings
Opinion
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“In my personal opinion, yes.”
Dave Clark Jul 17, 2023 ▶ 15:15 Dave Clark: Lessons from Leading 1M Employees w/ Jeff Bezos at Amazon to CEO of Flexport | E1036 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Clark: Unscaled last-mile delivery startups will fail, not be acquired
“And the people without scale just won't make it. They'll go away. I don't expect a lot of acquisition, because there's not a lot of value in acquisition for those.”
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Opinion
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Insight
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