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 8 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 sold more cars after eliminating nationwide free shipping
“And what ended up happening Is as a result, we unclogged our network from sort of wasted excess transport that brought delivery times down for everyone. We have fewer late deliveries from this sort of excess clogging of the network and we sell more cars. So by…”
Carvana consolidated from 90 product teams down to eight in 2022
“And so what we did in 2022 is we went from 90 back to eight and we forced so much more Cross-functional prioritization.”
Carvana's first-party logistics network can reach 90% of US driveways
“Carvana first party logistics touches 90% of US driveways. So if you can get any car to either coast of the United States, we will get it to 90% of Americans within a week.”
Carvana's market cap went from $2B to $60B, $500M, then $50B
“We IPO'd at about two. We peaked at about sixty billion. We dropped back down to five hundred million, and we're back to fifty billion.”
Carvana recruits product managers internally from frontline roles like delivery drivers
“We have a number of product managers in our organization that were customer advocates. They were on the phones listening to customers and dealing with customers all day, every day. We have ones that were loan underwriters. We have ones that did home delivery o…”
90% of Carvana's senior leadership has been with the company since 2019
“90% of our senior leadership has been with Carvana since before 2019, so well before the drop.”