UPS

0 statements across 0 episodes · 4 bullish · 3 bearish · 5 people on the record · first statement Jan 2, 2019 by Tom Reichert · said 13 times in 3 episodes since 2019 · across every show →

Mentions by year

brought up most by John Mena (8), Keller Rinaudo (2), Jeff Jordan (2), Anu Hariharan (1)

tap a year for its mentions
00821532019episodesmentions
0232019episodes it came up in
002.51.5532019episodesmentions per episode
2019 13 mentions in 3 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about UPS, oldest first

Jan 2, 2019 bearish
Prediction Not checkable as stated
Reichert: Long-term advances in on-demand 3D printing will disrupt FedEx and UPS
“Yeah, I think if you look at the long, long term, I actually would be short on FedEx and UPS. You know, like, rather than having to ship things around the world on airplanes, it wouldn't be great just to download the design and print it out, you know, right wh…”
Tom Reichert Jan 2, 2019 ▶ 11:49 a16z Podcast | The Next Phase of 3D Printing
Jan 2, 2019 neutral
Assertion Contradicted
Jordan: UPS and USPS proactively capped last-day holiday shipping volumes
“There's a story in the newspaper a couple of weeks ago about UPS and USPS proactively going to the companies and saying, how much last day shipping do you want to basically reserve? And by the way, that's all you're going to get.”
Jeff Jordan Jan 2, 2019 ▶ 4:20 a16z Podcast | Ecommerce and the Holiday Shopping Collision
Jan 2, 2019 positive
Opinion
Jordan: The best outcome for USPS is privatization by Amazon or UPS
“USPS is, you know, been having, you know, been running a massive loss for many, many, many years. I mean, for me, the best outcome is either one of two people buys it and basically privatizes it, UPS or Amazon.”
Jeff Jordan Jan 2, 2019 ▶ 16:09 a16z Podcast | Ecommerce and the Holiday Shopping Collision
Jan 2, 2019 negative
Assertion Supported
Jordan: Pre-Christmas orders overwhelmed UPS and USPS delivery capacity
“And the real collision came last year on the, you know, right before Christmas, because everyone said, okay, on the December, 23rd, I can place orders and expect and get them on the 24th. And I'm a hero on Christmas and everyone placed those orders and it just…”
Jeff Jordan Jan 2, 2019 ▶ 1:02 a16z Podcast | Ecommerce and the Holiday Shopping Collision
Jan 2, 2019 bearish
Prediction Held up
Jordan: Amazon will handle low-cost shipments, leaving high-cost deliveries to UPS
“I've got a thesis that they will soon be, I think they are already entering the shipping market cherry picking the best the, low, the lowest cost shipments they are starting to do themselves. Increasingly and just leave UPS with the higher cost shipments, whic…”
Jeff Jordan Jan 2, 2019 ▶ 14:11 a16z Podcast | Ecommerce and the Holiday Shopping Collision
Jan 2, 2019
Insight
Rinaudo: Drones target suburban and rural logistics, not skyscrapers
“It's very efficient for UPS to drive a big brown truck up to the lobby of a skyscraper and unload it. Whereas We're a lot more focused on suburban and rural where it's less efficient.”
Keller Rinaudo Jan 2, 2019 ▶ 17:06 a16z Podcast | Drones for Delivery in Healthcare
Jan 2, 2019 positive
Disclosure
UPS funds and advises Zipline's national drone delivery network in Rwanda
“UPS is basically supporting the work that we're doing in Rwanda. So they've both been helping fund the work and then also been advising us in terms of actually creating a logistics network at national scale.”
Keller Rinaudo Jan 2, 2019 ▶ 1:53 a16z Podcast | Drones for Delivery in Healthcare
Jan 2, 2019 positive
Insight
Centralized medical inventory is economically superior to stocking 6,000 hospitals
“There's many healthcare-related products that are extremely expensive to store, so you don't want to have Significant amounts of inventory in every hospital in the U.S., 6000 hospitals, you know, it's much more efficient to locate a smaller quantity of invento…”
John Mena Jan 2, 2019 ▶ 8:39 a16z Podcast | Drones for Delivery in Healthcare
Sep 9, 2025 positive
Assertion Not checkable as stated
Mark Cuban says Rebel Cheese saves thousands weekly using an AI agent
“One of my Shark Tank companies is Rebel Cheese. And they added a direct to consumer business. And they created an agent that compares the weight that comes off the scale for what they're saying, or the box type, and what they were invoiced by UPS or FedEx, and…”
Mark Cuban Sep 9, 2025 ▶ 31:22 Mark Cuban on the NBA, Cost Plus Drugs, and How to Fix Politics
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