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
Hudson: Shipsi will end up relaxing its one-hour delivery promise
“I don't think one, I think you're going to end up relaxing this one hour thing.”
Chelsea Lee: All e-commerce logistics will be on-demand in 3-5 years
“Fundamentally, we believe that all logistics will be on demand. All e-commerce will be on demand in the next three, five years, right?”
Hudson: A single shipping API becomes more valuable as logistics complexity grows
“Having one single API for this stuff, it becomes way more valuable over time because logistics just gets more complex.”
Nadel: Officially passes on investing in Shipsi post-show
“So so for all these reasons, I'm going to have to pass.”
Lee: Amazon's delivery news does not impact Shipsi's business
“It actually doesn't, I don't believe it impacts our business.”
Hyatt: Amazon shipping announcement prevented his investment in Shipsi
“And then right afterwards Amazon kind of came out and said they're getting into the kind of shipping business and kind of making it shipping for all. And I think that muddied the waters a little for me. I just couldn't get comfortable enough that they were goi…”
Lee: Average cost to ship a package in the US is $12
“The average to ship a package in the U.S. Is 12 dollars per, per package.”
Lee: Pitch investors backed out before Shipsi could offer allocations
“They bowed out before I could even say, look, we're oversubscribed. Do you want in or not? Like, I'd love to have you. But they bowed out before we even got to that point.”