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 3 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 yet assessed · timeframe Jun 2021
Ilishayev: College students represent low-teens percentage of GoPuff customers
“College, while it's an important part of our business, Is in the low teens as a total percentage of our customers”
Rafael Ilishayev Jun 14, 2021 ▶ 13:42 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 Not yet assessed · timeframe Jun 2021
Ilishayev: GoPuff subscribers have 30% higher monthly repeat rates and higher AOV
“Your subscription customers behave in a way that It's very different than your non-subscription customers, right? Like, 30% more repeat on a monthly basis, significantly higher AOV, even though that you removed the delivery fees from your subscription members,…”
Rafael Ilishayev Jun 14, 2021 ▶ 16:29 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
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
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