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.

clear all ✕

why aren't all 6 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

Assertion Supported
Will Shu: Over 50% of Deliveroo riders work on multiple platforms
“Over 50% of our riders work on multiple platforms.”
Will Shu Oct 25, 2021 ▶ 18:13 20VC: Deliveroo Founder Will Shu on The IPO This Year, The Rise of Quick Commerce and The Fierce Competition with Uber Eats
Assertion Supported
Will Shu: European online food delivery penetration remains at just 3%
“Online penetration of food is three to five percent still today. Now, I think the US sort of leapfrogged a lot during COVID, but if you look at Europe, It's still in that, you know, one meal out of 21 a week is online. So I think we're super, super early.”
Will Shu Oct 25, 2021 ▶ 12:56 20VC: Deliveroo Founder Will Shu on The IPO This Year, The Rise of Quick Commerce and The Fierce Competition with Uber Eats
Prediction Partly held up
Will Shu: Deliveroo will continue investing heavily in dark kitchens
“Today, some markets, it's a really big part of our business, and we're going to continue to invest a lot in these kitchens.”
Will Shu Oct 25, 2021 ▶ 6:15 20VC: Deliveroo Founder Will Shu on The IPO This Year, The Rise of Quick Commerce and The Fierce Competition with Uber Eats
Assertion Partly supported
Will Shu personally performed Deliveroo food deliveries for a full year
“I did the most unscalable things. I did deliveries for an entire year. I, you know, signed up every restaurant at nighttime worked on product.”
Will Shu Oct 25, 2021 ▶ 8:33 20VC: Deliveroo Founder Will Shu on The IPO This Year, The Rise of Quick Commerce and The Fierce Competition with Uber Eats
Assertion Supported
Will Shu: Uber Eats used McDonald's as a global expansion weapon
“They had McDonald's. Right. They had this secret weapon and McDonald's is the world's most famous food brand.”
Will Shu Oct 25, 2021 ▶ 20:33 20VC: Deliveroo Founder Will Shu on The IPO This Year, The Rise of Quick Commerce and The Fierce Competition with Uber Eats
Assertion Supported
Deliveroo's 12 markets represent a $1.8 trillion total addressable market
“If you think about the tan of the 12 markets we're in between grocery and restaurant food, it's 1.2 trillion pounds or 1.8 trillion dollars, right?”
Will Shu Oct 25, 2021 ▶ 29:12 20VC: Deliveroo Founder Will Shu on The IPO This Year, The Rise of Quick Commerce and The Fierce Competition with Uber Eats
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