What-if certainty 4/5 debate potential 2/5

Ilishayev: Earlier product and engineering hires would have accelerated GoPuff

Rafael Ilishayev · GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings · Nov 2, 2022 · at 53:14

Rafael Ilishayev is the co-founder and co-CEO of GoPuff. He reflects on what GoPuff could have done better during its first few bootstrapped years.

0:00 / 0:07exact quote · 7.6s
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“If, We hired some of that talent earlier, especially on the engineering and product side, we would have been even further.”

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 →

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Ilishayev: GoPuff will be a multi-hundred billion dollar business by 2026
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Opinion
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Ilishayev: Capital markets will crush grow-at-all-costs delivery startups within three quarters
“Or you said, Hey, I want to grow at all costs. I want to expense as many cities as I can. And we'll figure out our distributors later. We'll figure our vendor relations later. We'll figure out our technology inside of the four walls and routing, binning and ba…”
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Prediction Not checkable as stated
Unprofitable startups ignoring cash flow will fail within 18 months
“Any company in any space that's not thinking about profitability right now and is not focused on profitability, there's a higher chance they're not that the, these companies will probably not exist in the next year or year and a half.”
Rafael Ilishayev Nov 2, 2022 ▶ 9:08 GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Ilishayev: GoPuff operates markets generating $8 to $9 profit per order
“We have markets that are doing eight or nine dollars positive on a per order basis.”
Rafael Ilishayev Nov 2, 2022 ▶ 23:03 GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings
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