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 56 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 5 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

Assertion Not checkable as stated
Early Glovo Customers Unexpectedly Used the Errand App to Order McDonald's
“And then when we launched it, the first aha moment now that really, you know, made our ambitions a lot bigger was that we started seeing people. Ordering McDonald's. They order Big Macs.”
Oscar Pierre Feb 26, 2025 ▶ 2:13 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings
Disclosure
McDonald's Share of Glovo Orders Declined to 10-20% Across Most Markets
“So it was just a matter of time that that 70% decreased to what is some, to, I don't know, the today levels, which is between 10 and 20 in most countries.”
Oscar Pierre Feb 26, 2025 ▶ 16:12 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings
Assertion Not checkable as stated
High Labor-to-AOV Ratio in Morocco Enables Glovo to Offer Cheaper Delivery
“In some cases, yeah. For example we see markets like Morocco where that ratio is, is very large and this allows us to offer the service much more affordable to the end customer.”
Oscar Pierre Feb 26, 2025 ▶ 28:31 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings
Disclosure
Glovo's Expansion Into Tunisia Took Two to Three Years to Reach Profitability
“And Tunisia has taken maybe like two, between two and three years to turn into profit.”
Oscar Pierre Feb 26, 2025 ▶ 8:22 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings
Assertion Supported
Glovo Raised a New Funding Round Every Nine Months for Seven Years
“So for seven years, we raised a round every nine months.”
Oscar Pierre Feb 26, 2025 ▶ 22:46 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings
Assertion Not publicly verifiable
Glovo Currently Generates Between 2% and 2.5% of GMV From Advertising
“We're now at two, no? So we're getting we're halfway more or less between two and three.”
Oscar Pierre Feb 26, 2025 ▶ 56:18 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Oscar Pierre Paid a Russian Agency €8,000 for Glovo's First App
“I Googled, built an X for Uber. App, and I found a developing company in Russia, in Eastern Russia, that was the cheapest provider I found, and they promised me that they would deliver a first version of the app for like, 8000 euros.”
Oscar Pierre Feb 26, 2025 ▶ 3:31 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings
Assertion Partly supported
Glovo Raised €1.5 Million in Its Second Funding Round
“It took a while, took a year, and that took us to the next round, which was like a million and a half.”
Oscar Pierre Feb 26, 2025 ▶ 5:06 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings
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