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.
why aren't all 12 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
Petersen: Ocean freight bookings from China to US dropped 60%
“And what has happened is a 60% decline in bookings of ocean freight from China to the US.”
Petersen: Flexport makes thousands of daily AI calls to truck drivers
“So like we, we're making thousands of phone calls a day using AI calling truck drivers.”
Gracias: Not putting more capital into Flexport was a major mistake
“We invested in Andrewl with Palmer. We have a small investment in Flexport, which should have been one of the biggest mistakes the last 10 years of my career is not putting more money in Flexport.”
Petersen: Flexport ships for 80% to 90% of top DTC brands
“We ship for probably 80 or 90% of the hot new DTC brands.”
Tobi Lütke endorses founder-led companies and Ryan Petersen's Flexport return
“I'm super pro-founders running their companies. I think that's, so this is why I'm celebrating, ah, celebrating that Ryan is coming back, and also Ryan is totally fucking awesome, so .”
Petersen: Early Flexport investor Yuri Milner donated $100M for Ukrainian relief
“Uri Milner, who's an early Flexport investor, just donated a hundred million dollars.”
Petersen: Flexport leased 10 passenger planes exclusively for cargo transport
“So we've actually got 10 passenger planes that we've leased, and we'll, we'll keep doing more that are not flying any passengers. We're just filling them with freight.”
Petersen: Flexport raised $25M via GoFundMe with Ashton Kutcher and Mila Kunis for Ukraine relief
“So we created a GoFundMe Campaign partnered with Ashton Kutcher and Mila Kunis. Ashton's an early investor in Flexport. And we raised twenty five million bucks to pay for shipping to deliver goods.”
Petersen: Flexport on track for $5B in 2022 revenue
“First revenue was in 2014. We did two million dollars in revenue that year. We're on track this year to do five billion dollars in revenue.”
Transit times from Asian factories to US rose to 115 days
“It's now taking a 115 days on average across our customer base from when the factory says, Hey, these goods are ready. Come pick them up. To when they finally get delivered to a warehouse in the United States. Before the pandemic, that was 50.”