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 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Borrero: Rappi's dollar retention cohorts are twice as good as DoorDash's
“Our dollar retention is world-class. DoorDash just published their dollar retention cohorts. And are amazing. Rappies are twice as good as them because of the multivertical approach.”
Borrero: Latin America will produce many $100B tech companies
“It has shown that in Latin America, there's going to be a lot of other hundred billion dollar companies”
Borrero: Rappi achieves unit break-even at two deliveries per hour
“So for us in America, it's two. If you're doing two orders per hour, you're good.”
Borrero: On-demand ATM cash delivery became 5% of Rappi's orders
“48 hours after reading that message, we implemented an on-demand ATM where users could order the equivalent to a hundred dollars or 200 dollars, and a courier will deliver the cash for them. Latin America, everyone uses cash. We would deliver cash for them in …”
Borrero: Rappi will become a super-app with banking within five years
“In five years, Rappi is going to be this super app for people that don't have a lot of time and need Help with a lot of things, and RAP is going to be able to provide not only groceries and restaurants and pharmacy, but also everything for your pets, services,…”