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.
why aren't all 16 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
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.”
Ilishayev: GoPuff will achieve full company profitability by 2024
“That balance for us at least meant that we're profitable in 20, 24.”
Ilishayev: GoPuff was EBITDA profitable from day one without external funding
“We didn't raise money for our first two and a half years. Day one, the business was producing EBITDA. It was profitable from day one”
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.”
Ilishayev: GoPuff will not add hundreds of warehouses over the next 18 months
“We're not going to add a, you know, fleet of hundreds of more buildings in the next 18 months, right? We'll strategically open buildings where it makes sense, but we're not going to be opening up buildings like we were opening up buildings in the last 18 month…”
Ilishayev: GoPuff opens 30 micro-fulfillment centers per month and is accelerating
“We're opening up 30 of these a month and accelerating even more.”
Ilishayev: GoPuff will invest hundreds of millions into European expansion
“So we'll be investing hundreds of millions of dollars in the European market.”
Ilishayev: 100% of GoPuff mature markets are profitable and cash-flow positive
“A hundred percent of our comp markets that are profitable. They're producing cash flow.”
Salur: Getir targets 10-minute delivery compared to GoPuff's 30-minute model
“Their model is slightly different. They aim for about 30 minutes. We aim for 10 minutes.”
Ilishayev: GoPuff operates in 1,000+ cities with 12,000 employees
“To now where we are today, you know over a thousand cities on a global scale, you know, 12,000 employees globally”
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.”
Ilishayev: GoPuff stocks 4,500 SKUs per micro-fulfillment center
“We have four and a half thousand SKUs per micro-fulfillment center, we don't have the massive tail of That a traditional big box has, right?”
Stebbings: GoPuff valued at $8.9B with $2.4B total raised
“GoPuff's latest funding round priced the company in a reported 8.9 billion dollars in March, 20 21, and to date, Raphael's raised over 2.4 billion dollars for the company.”