Warehouse

topic on 7 shows · 10 statements across 9 episodes

American Optimist No Priors Catalyst Top Founders How I Built This All-In 20VC

10 statements about Warehouse, every show

CATALYST Assertion Supported
Palmer: Southern California WAIRE Rules Fine Warehouses for Diesel Truck Visits
“In Southern California, you also have something called the wear rules, where non-zero-emission vehicles going in and out of warehouse hubs can start to incur fines for those warehouses, and so there is a push in the area for electrification, with the port kind…”
Neha Palmer May 15, 2025 ▶ 22:53 Terrawatt Infrastructure’s billion-dollar strategy
AMERICAN OPTIMIST Prediction Not checkable as stated
Urban: Humanoid Robots Will Spread From Warehouses to Commercial Settings
“Humanoid robots seem like they're going to be everywhere. First in the industry, warehouses, then commercial, you know, pouring your coffee and folding clothes and, you know, the clothing store.”
Tim Urban Feb 14, 2025 ▶ 54:15 How AI Might Solve the Alien Mystery: Thought Leader's Paradox · Joe Lonsdale
CATALYST Assertion Partly supported
Shah: Large warehouses have 200 TWh of cost-effective solar potential
“And when you look at, particularly for commercial distribution circuits you're talking about something on the order of 200 terawatt hours, right? Of cost-effective solar that can be put on warehouses that are four acres or larger in size, right?”
Jigar Shah May 23, 2024 ▶ 20:25 Could VPPs save rooftop solar?
NO PRIORS Assertion Not checkable as stated
Chen: Covariant's average warehouse customer has over 100% annual turnover
“An average warehouse that we serve have typically more than a hundred percent year over year turnover rate.”
Peter Chen Jan 24, 2024 ▶ 11:40 No Priors Ep. 48 | With Covariant CEO Peter Chen
NO PRIORS Prediction Not checkable as stated
Chen: Warehouses won't be lights-out; workers will oversee 30 robots each
“I don't think it would be fully lights out and no human, at least in the near future, but I think of it as would be very robotics augmented. Like, so think of one person would be able to oversee 10, 20, 30 robots.”
Peter Chen Jan 24, 2024 ▶ 35:17 No Priors Ep. 48 | With Covariant CEO Peter Chen
ALL-IN Assertion Supported
Friedberg: Amazon is cancelling plans for 15 U.S. warehouses
“Now they're realizing the demand is not going to be there. And they're cutting back on 15 warehouses around the country and not going to build them.”
David Friedberg Jul 29, 2022 ▶ 25:43 E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
ALL-IN Assertion Supported
Petersen: Port night shifts fail because truckers and warehouses stay closed
“No, they do have a third ship, but nobody's showing up is the problem. So truck drivers don't work in the middle of the night. Warehouses aren't open in the middle of the night.”
Ryan Petersen Feb 5, 2022 ▶ 24:53 E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
20VC Insight
Salur: 10-minute delivery requires hyper-local dark stores over central warehouses
“To do 10 minutes, you have to have those products at hand in the time of ordering, and somewhere close to the consumer. So you cannot have one or two major warehouses in the city and then do 10 minutes. That's not possible.”
Nazim Salur Sep 16, 2021 ▶ 5:34 20VC: Getir Founder, Nazim Salur on The Future of Last Mile Convenience, Who Will Win? Lessons on Driver Acquisition and Efficiency, Zone Maturity and Time To Profitability and Scaling to 300 Cities in the US in 2022
Hyman: Rent the Runway would not survive closing its fulfillment warehouses
“Like, to us, if you close down your warehouse, you're essentially, rent the runway wouldn't survive. And the work that we've been doing over the last 11 years to build the company would just disappear.”
Jenn Hyman Jun 4, 2020 ▶ 17:14 How I Built Resilience: Live with Jenn Hyman
TOP FOUNDERS Disclosure
Ghadimi: VIP Motoring maintains an on-site private circuit to test vehicles
“Well, we have our own warehouse, and in the back of it, we have our own circuit, meaning we can drive the cars for the sake of keeping the tires well, and actually maintaining anything we need, test driving, doing any types of actual maintenance to the cars th…”
Pejman Ghadimi Sep 19, 2016 ▶ 9:58 EP 422: $2.6M 2015 Free Cash Flow On Luxury Car Business

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