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 11 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: Flexport sees zero manufacturing returning to the U.S.
“Not amongst our customers. I haven't seen any flow into the U.S., but I'm seeing it There's a ton of movement out of China.”
Petersen: Flexport e-commerce customers have already raised consumer prices 5-10%
“Merchants on e-com, the ones that we track of our customers have raised prices of five to 10% already. To the consumer.”
Petersen: 28% of Flexport customers paused all ocean freight in April
“We did on Friday, a call down for, I mean, we didn't get in touch with all of our customers, but we call a lot of customers on Friday and they, 28% of them told us that they're pausing all their ocean freight.”
Petersen: Flexport is not interested in being acquired
“So we rather, yeah, we're not really, we're not interested in being acquired.”
Petersen: Flexport makes 4,000 to 5,000 automated AI voice calls daily to truckers
“We're making four or 5000 phone calls a day.”
Petersen: I am firmly anti-tariff because it hurts Flexport's business
“I'm very firmly anti-tariff. It's bad for my business.”
Petersen: Flexport uses OpenAI and Adept APIs for discrete workflow tasks
“We, we've actually using OpenAI's APIs as well as a company called Adept which their CEO used to be the head of engineering for OpenAI and so they, but we're using these, the thing that's working for us is that the fact that we've taken, you know, a complex tr…”
Petersen: Flexport fulfillment centers use minimal robotics
“At least at Flexport, we're so, we have minimal robots in our fulfillment centers. We're mostly people.”
Petersen: Flexport has 400,000 drivers on its app but 200,000 loads yearly
“So we have 400,000 truck drivers on the mobile app... But we only have 200,000 loads a year.”
Petersen: Flexport had containers on ships struck by missiles
“Did have containers on some of these ships and yeah, it's never a dull day in our industry having to notify customers like, oh, your ship was hit by a missile.”
Petersen: Flexport charters three Boeing 747 aircraft through Atlas Air
“We have three Boeing seven 47 in the Flexport fleet. They're not really our planes. They're run by Atlas air. We they paint them with our logo because we we've signed long-term contracts to commit to buying capacity from them.”