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 9 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 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 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?”