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 9 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: Get teams working weekends via impossible deadlines, not requests
“The way to get people to work on nights and weekends is not to ask them to work nights and weekends. It's just give them a deadline that can only be met if they work on nights and weekends.”
Petersen Predicts US Tariffs Will Expand Beyond China and Vietnam
“I would predict, and I don't have any evidence for this, but my intuition tells me I would predict some tariffs on other countries besides just Vietnam, that a lot of these people think they have a safe haven for their products, but maybe we'll wake up to a ru…”
Petersen: Banning port automation puts America at a competitive disadvantage
“Pretty ridiculous to ban automation in a port. Just putting America at a competitive disadvantage.”
Petersen: Humanoid Robots Face Very High Bar to Replace Warehouse Labor
“Bar for them to clear is so high, too. I mean, workers are very, like, on an IQ basis, like, they're pretty smart. They got amazing dexterity in their fingers. They run around. ... They're not that expensive. Like, there's a lot. That bar is gonna be really hi…”
Petersen: China-to-US ocean freight bookings have dropped 60%
“Yeah, it's a little bit, so like, so you've had a 60% decline in bookings of ocean freight from China to the US. That's resulted in a 25% decline of sailings.”
Petersen: Flexport shifts to biannual major release cycle, launches 20 AI products
“So we launched earlier this week, we launched about 20 AI products, basically stuff that we built over the last six months. We moved to this model where we, every six months just do a big drop, try to kind of drop a little bomb.”
Petersen: 30% of large Shopify merchants fulfilled US orders duty-free from Mexico
“That was 30% of all the big Shopify merchants were doing that.”
Petersen: Flexport Fulfillment Doubled Revenue in Early 2025
“So Flexport Fulfillment, we doubled our revenue in the first, what is today, February, late February. So the first two months of this year, we've already doubled the revenue of that big business unit that we acquired from Shopify.”
Petersen delays warehouse automation capex, fearing rapid robotics progress will cause obsolescence
“It's I'm very much wait and see it's the human rights are making enough progress that it's really causing me to second guess how much I want to spend on capex and a big automated system right now in a fulfillment center, because. You know, three years from now…”