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 5 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

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 Feb 2026
Glovo Will Overtake Uber Eats in Portugal Within One Year
“I'd say Portugal, but we, but we're gonna get there in a year. Uber Eats is still ahead because we launched too late, but we're gonna get there.”
Oscar Pierre Feb 26, 2025 ▶ 1:04:24 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings
Prediction Open · timeframe Feb 2030
Glovo Aims to Capture at Least 50% of Spain's Online Grocery Market
“We know that when this two percent of online penetration turns into 20, we can capture at least half of it.”
Oscar Pierre Feb 26, 2025 ▶ 47:24 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings
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
Prediction Open · timeframe Feb 2030
Glovo Aims to Generate 5% of Its GMV From High-Margin Advertising Revenue
“We believe in our business out of every 100 euros of GMV, we will be able to generate at least five euros of advertising money, which of course are almost Full margin, right?”
Oscar Pierre Feb 26, 2025 ▶ 56:08 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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