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 8 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
Brands failing to match Amazon's two-hour delivery will eventually go bankrupt
“And if you don't fix it, if you don't solve it, if you're not able to at least get parity to Amazon's value proposition of two-hour delivery, you will go bankrupt.”
Flexport achieved in five years the revenue Expeditors reached in fifteen
“In five years, we did, it took them their first 15 years to get to our revenue number”
Drone deregulation will enable two-minute consumer deliveries
“You're going to have two minute delivery with drones as soon as it's deregulated. Two minute delivery, you just push a button and boom, like Snickers bar right at your seat. That'll happen.”
Global trade has grown 4% annually for over 800 years
“It has grown four percent annually for over 800 years, which is a nice slide to present to investors.”
Door-to-door freight shipments involve up to 18 distinct companies
“In that world, there's no company that can do it from door to door. So what you actually have to do to solve this problem is get as many as we've got, I've seen shipments with 18 companies involved.”
Ocean freight still relies on physical paper flown across oceans
“When you ship an ocean container across the world, and pretty much look around every single thing that you see got here by ocean container, when you ship one of these things across the world, there's actually a piece of paper that travels in parallel. And that…”