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.

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why aren't all 4 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

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
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
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
Insight
Poshmark achieved step-function growth by negotiating a flat-rate USPS shipping deal
“You can see these kind of step functions you see with Poshmark, just having the flat rate shipping that they negotiated for shoes, for example, or for their goods was really hugely inventive because they worked with the USPS and everyone has access To that in …”
Deb Liu Apr 14, 2023 ▶ 14:05 Marketplace Breakout Strategies: Take Rates, Defensibility, Payments | Field Notes by Connie Chan
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