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 53 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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
Ilishayev: GoPuff achieves over 4.5 orders per driver hour in mature markets
“We're well over like four, four and a half ODH in some of our more established markets, kind of industry leading, right?”
Rafael Ilishayev Jun 14, 2021 ▶ 12:21 20VC: GoPuff's Rafael Ilishayev on How GoPuff Has Been EBITDA Profitable From Day 1; The Unit Economics Behind GoPuff, With Intense Competition What Happens To The Food Delivery Space & What It Takes To Launch, Grow and Maintain New Markets
Prediction Not yet assessed · timeframe Dec 2021
Ilishayev: In-app referrals will account for 30% of new GoPuff customers
“I think it's going to grow to 30% of customers this year come from in-app referral.”
Rafael Ilishayev Jun 14, 2021 ▶ 13:17 20VC: GoPuff's Rafael Ilishayev on How GoPuff Has Been EBITDA Profitable From Day 1; The Unit Economics Behind GoPuff, With Intense Competition What Happens To The Food Delivery Space & What It Takes To Launch, Grow and Maintain New Markets
Assertion Partly supported
Ilishayev: GoPuff raised no outside capital in first three years
“We didn't raise money for our first three years.”
Rafael Ilishayev Nov 2, 2022 ▶ 1:08 GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings
Assertion Not checkable as stated
GoPuff co-founders spend one day every week visiting micro-fulfillment centers
“Kira and I still spend a day in the week inside of the MFC every single week, right? We travel to a new MFC and we visit it.”
Rafael Ilishayev Nov 2, 2022 ▶ 52:13 GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings
Assertion Supported
Stebbings: GoPuff operates in over 550 cities with 7,000+ employees
“Raphael has scaled the company to over 550 U.S. Cities, with over 7000 employees nationwide”
Harry Stebbings Jun 14, 2021 ▶ 0:29 20VC: GoPuff's Rafael Ilishayev on How GoPuff Has Been EBITDA Profitable From Day 1; The Unit Economics Behind GoPuff, With Intense Competition What Happens To The Food Delivery Space & What It Takes To Launch, Grow and Maintain New Markets
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