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 9 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

Insight
Petersen: Nationwide two-day delivery requires just five fulfillment centers
“You need about five fulfillment centers to get two day delivery nationwide, and you need probably to do next day. It's more like 16 fulfillment centers and you want to do same day while you need one in almost every zip code, right? If you want to have two hour…”
Ryan Petersen Dec 27, 2022 ▶ 42:11 a16z Podcast: Best Clips of 2022
Opinion
Petersen: The shipping container was the 20th century's most important invention
“I might argue that the shipping container was the most important invention of the 20th century.”
Ryan Petersen Nov 29, 2022 ▶ 2:46 Rearchitecting the Supply Chain with Ryan Petersen
Insight
Petersen: Two-day U.S. delivery requires five fulfillment centers, next-day requires 16
“You need about five fulfillment centers to get two-day delivery nationwide, and you need probably to do next day, it's more like 16 fulfillment centers, and you want to do same day, well, you need one in almost every zip code, right? If you want to have two-ho…”
Ryan Petersen Nov 29, 2022 ▶ 12:01 Rearchitecting the Supply Chain with Ryan Petersen
Assertion Supported
Petersen: Global trade accounts for 47% of global GDP
“Trade is 47% of GDP.”
Ryan Petersen Nov 29, 2022 ▶ 2:16 Rearchitecting the Supply Chain with Ryan Petersen
Assertion Partly supported
Petersen: The shipping container cut global shipping costs by roughly 99%
“We've reduced the cost of shipping things by like 99%.”
Ryan Petersen Nov 29, 2022 ▶ 2:53 Rearchitecting the Supply Chain with Ryan Petersen
Assertion Partly supported
Petersen: Only 3% of companies buy and sell goods internationally
“Only three percent of companies are buying and selling goods across borders right now.”
Ryan Petersen Nov 29, 2022 ▶ 3:20 Rearchitecting the Supply Chain with Ryan Petersen
Insight
Petersen: Businesses date freight forwarders but marry customs brokers
“We say in the industry, you date your freight forwarder, but you marry your customs broker.”
Ryan Petersen Nov 29, 2022 ▶ 5:23 Rearchitecting the Supply Chain with Ryan Petersen
Disclosure
Flexport CEO Ryan Petersen handles executive recruiting without search firms
“One of my secrets for recruiting, first of all, I do it myself when I'm doing exec recruiting. I don't rely on outside search firms.”
Ryan Petersen Nov 29, 2022 ▶ 8:50 Rearchitecting the Supply Chain with Ryan Petersen
Assertion Supported
In 2021, 100 ships waited off LA while 5 waited off Oakland
“It was really interesting to watch last year. We had a hundred container ships waiting off the port of LA and only five waiting off the coast of Oakland here in the Bay.”
Ryan Petersen Nov 29, 2022 ▶ 17:22 Rearchitecting the Supply Chain with Ryan Petersen
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