The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Mehta: Carvana lost $5,000 per unit in EBITDA and interest during 2022
“He was losing like 3000 dollars a unit on an EBITDA basis. And then he, and you know, if that wasn't enough, he had about 2000 dollars of interest payments per unit. So so he had like 5000 dollars per unit of costs.”
Mehta: Masayoshi Son has achieved $100 billion returns multiple times
“The guy's multiple times made, you know, hundred billion dollar returns, and he's done it.”
Mehta: Coupang Rocket Delivery customer retention stayed in the 60 percent range
“Coupon for rocket, which was eventually called rocket through one P capability was in the sixties on a court retention basis.”
Mehta: One percent of S&P 500 companies generate 90 percent of value
“I think one percent of the S and P 500 make up like 90% of the value. And most of those were growth companies. All of those were really growth companies.”
Mehta: DeepSeek achieved a 35x token cost reduction versus OpenAI reasoning models
“Deep seek, figure out a way to deploy a model at like a 35 X reduction for input output tokens on a comparative basis to open a eyes reasoning models.”
Mehta: TripActions climbed into the top two in travel management during COVID
“TripActions dramatically accelerated, accelerated its market share leadership over the course of COVID, over those two years. It sort of went from number four or five in the industry, maybe even number eight in the industry, I think, to top two in the industry”
Mehta: Greenoaks concentrates its entire $15 billion AUM across just 55 companies
“We only have 55 companies across fifteen billion of AUM at Green Oaks.”
Mehta: Total capital impairment across all DST Global funds is very low
“I think the total impairment in all of DST is like very low.”
Mehta: Tencent's QQ added roughly 30 million subscribers monthly in 2008
“And I remember finding a stat, which was QQ was adding something like thirty million subscribers a month, which is still a crazy number, by the way.”