The Exchanges

Every argument clarity score on this site is built from rows on this page. Each question and answer was assessed with names hidden, the host's own answers included, on four things from 1 to 5: directness (does it answer the question asked), coherence (do the ideas follow), precision (concrete details and clear references), compression (says a lot per word). The weighted mix (30/30/25/15) is the exchange score. A person's published score averages their exchange scores on raw tape only, at least 8 of them, shrunk toward the cohort mean. Full method →

Chris Doyle no published score: no usable exchanges on raw tape, and a fair score needs 8+ record → ← everyone

Every exchange below was scored with names hidden, four dimensions each from 1 to 5. An exchange's score is 0.30·directness + 0.30·coherence + 0.25·precision + 0.15·compression. The published score averages the raw tape exchange scores and shrinks small samples toward the cohort mean, so five great answers can't beat twenty good ones. Produced feed rows count only toward coarse estimates, never toward a full score.

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2exchanges match
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Answered produced feed D 5 · C 5 · P 4 · Cm 4 4.60

Q I need, I'm just going to make up a simple example. I need a pallet of two by fours and it's going to cost me a thousand dollars. I don't have that cash right now. I use you guys to do it. Can we sort of break down the economics on a thousand? So, so you would loan me a thousand today at what interest rate over a 120 days?

A Yeah, it depends. Um, so we do risk-based pricing. So like, let's say as low as 20% annually, but that's broken down. I mean, it's a, it's a 120 day product. So the, the broader kind of fundamental process is you need that, that thousand dollars worth of lumber, right? So you're going to take the material plus labor and you're going to install it, right? And so now you have a 3000 dollar receivable with a general contractor with what generally has a 60 day timeline on getting paid. But you needed to buy 30 days in advance. So now you have a 90 day gap for when you needed the material versus when you get paid. So we bridge that. So you're going to take four months worth of financing and call it a 20%. You're going to get paid. So four months is kind of the long end. You're going to get paid somewhere in this middle, call it 30 to 30 days to a 120 days. Once you're paid, you repay us like the 120 days is like the max.

AI assessment note: “we do risk-based pricing. So like, let's say as low as 20% annually”

Answered produced feed D 5 · C 4 · P 4 · Cm 3 4.15

Q In 2018, did you start off with a balance sheet business where you actually held these things while they were being paid off for a 120 days, or were you really a marketplace and you were taking a cut of the, of the marketplace GMV?

A Yeah, yeah. A balance sheet business, but, you know, we don't, because, because it's short term, I don't characterize our business as balance sheet. Uh, maybe it's because we're in capital raise mode, but I, I characterize it more as a SaaS. Yeah. That's really what it is, right? I mean, we're not carrying, You know, to be a big boy in the lending space, really you're talking about, you know, a billion or so in annual origination, you're carrying 507 hundred million, you know, right at any given time, this big portfolio and then different, you know, strategies on how to, how to finance those long term. You know, for us, five hundred million dollar balance would be absolutely be a billion dollar company.

AI assessment note: “A balance sheet business, but, you know, we don't”

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