The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 4 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Prediction Open · timeframe Mar 2030
Östberg: Quick commerce will eventually exceed 50% of Delivery Hero's business
“And I think right now that's a big part of our business and long term is going to be more than 50% of our business. So larger than food for sure.”
Niklas Östberg Mar 12, 2025 ▶ 20:03 Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race · 20VC with Harry Stebbings
Prediction Open · timeframe Mar 2028
Östberg: Glovo will outgrow the rest of Delivery Hero's overall business
“I think that was an incredible acquisition only diluting Yeah, a few percent less than a 10% for a business that is, is clearly gonna outgrow the rest of the business.”
Niklas Östberg Mar 12, 2025 ▶ 41:52 Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race · 20VC with Harry Stebbings
Prediction Open · timeframe Aug 2029
Food Delivery Will Soon Be Significantly Larger Than Uber's Mobility Business
“And for us, like when this deal, you know, we have to go through the sort of requisite regulatory and shareholder processes, but delivery will be a much bigger business for mobility.”
Andrew Macdonald (Mac) Aug 17, 2026 ▶ 56:38 Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
Prediction Open · timeframe Mar 2030
Östberg: Glovo's business margin per order will reach 10% to 13%
“So in the end, we know that the margin on the business is going to grow to 10, 10 to 13% over time.”
Niklas Östberg Mar 12, 2025 ▶ 40:08 Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race · 20VC with Harry Stebbings
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