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.

3statements match

0resolved → 0open claims → 0supported → 0contradicted →

why aren't all 3 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

Disclosure

Borrero: Rappi's North Star metric is frequency of use

“For us, the key metric has been frequency of use. Yes, we're a multivertical app, and what makes Rappi amazing is to be able to really make your life better, not only with restaurants, but with pharmacy, with diapers, with liquors, with anything you want.”

Simon Borrero Mar 18, 2021 ▶ 7:59 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi

Disclosure

Borrero: Rappi employs 4,000 corporate staff and 150,000 active couriers

“But now I'm managing a team of 4000 people, a 150,000 couriers in the region.”

Simon Borrero Mar 18, 2021 ▶ 21:29 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi

Disclosure

Borrero: 70% of Rappi's GMV comes from high-frequency power users

“What we're seeing is that 70% of our GMB comes from these users that really understand Rappi, and that's where we're focusing.”

Simon Borrero Mar 18, 2021 ▶ 28:26 20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi

The Ledger

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