The Ledger
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why aren't all 5 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
Carvana aims to become the 'Amazon for cars' by distributing third-party vehicles
“I think that we should be selling other people's cars and we want to be Amazon for cars. We want to be able to distribute the cars that consumers want.”
AI will eliminate functional silos in product development within 10 years
“The siloization of functional orgs are going away. AI is, is reimagining what it means to write code or to do analytics and even to do design. And the most versatile problem solvers and thinkers are just going to be able to cover more ground than they're able …”
Carvana's driveway delivery staff will always scale with unit sales
“There are aspects of our business that are very people-centric, and I think we will want them to be people-centric forever. The person who shows up on your driveway and delivers your car even if that car were a self-driving car, I think, you know, there's stil…”
Carvana expects massive operating leverage in software headcount as sales double
“I do not think that to sell twice as many cars, we need twice as many product managers or twice as many software developers. We should be expecting incredible leverage over our fixed expense base in those areas and expecting those people to cover more ground o…”
Carvana plans to automate loan underwriting using API data instead of documents
“What we want is to automate everything and make everything self-service and intuitive. And if we can hit an API to get data on you to help our underwriting decision, instead of you having to provide a document to us, we're going to do that.”