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 0 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 Didn’t hold up
Ilishayev: GoPuff will be a multi-hundred billion dollar business by 2026
“And I think this business over the next five years is a multi-hundred billion dollar business.”
Rafael Ilishayev Jun 14, 2021 ▶ 33:03 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 Didn’t hold up
Ilishayev: GoPuff will achieve full company profitability by 2024
“That balance for us at least meant that we're profitable in 20, 24.”
Rafael Ilishayev Nov 2, 2022 ▶ 10:35 GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings
Assertion Contradicted
GoPuff created a financial plan requiring no additional outside capital
“We built a new financial model that's completely self-funded. Right. One that doesn't require any more outside capital.”
Rafael Ilishayev Nov 2, 2022 ▶ 9:40 GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings
Prediction Didn’t hold up
Ilishayev: GoPuff will launch new business verticals within two quarters
“Whether it's FBA or AWS is something that we take a lot of inspiration from as we launch our new businesses, right? Whether it's a group of ads or some of the new businesses we have brewing that are launching in the next two quarters.”
Rafael Ilishayev Nov 2, 2022 ▶ 46:29 GoPuff CEO Rafael Ilishayev: The Plan to Make GoPuff Profitable by 2024 | 20VC #944 · 20VC with Harry Stebbings
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