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Dan Lewis

Co-founder & CEO, Stealth AI Startup · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderexecutiveoperator@daniellewis ↗LinkedIn ↗

Dan Lewis is the co-founder and former CEO of Convoy, a digital freight marketplace that reached a $3.8 billion valuation before shutting down in 2023. Following Convoy's acquisition by Flexport, he served as a product executive at Microsoft before founding an AI stealth venture.

13statements → 6claims → 3claims resolved → 33%fully supported → 4/5average certainty → 1.31/5average debate potential → ≈4.0/5argument clarity, estimated →

1 supported 1 partly supported 1 contradicted 3 not checkable as stated how the 6 claims stand · each chip opens the sources

6 assertions · 1 opinion · 1 insight · 5 disclosures · every statement was checked. The predictions and assertions are the 6 claims: statements the public record can support or contradict. 3 are resolved, and 3 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Dan argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Average US small trucking company operates two to three trucks
“The average one has two, three trucks.”
Dan Lewis Sep 27, 2018 ▶ 2:29 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped

Their most notable contradicted claim

Assertion Contradicted
Most commercial truck drivers did not own smartphones five years ago
“It's drivers didn't have, most drivers didn't have smartphones five years ago.”
Dan Lewis Sep 27, 2018 ▶ 17:24 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Dan Lewis on measured tape to publish a rate. This says nothing about how they speak.

Everything Dan Lewis said on Top Founders that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Trucking platforms face lower supply acquisition costs than Uber and Lyft
“They said, let's take people that don't do this as their full-time job and get them to come become drivers and build up a new supply of drivers. So if you're trying to get someone to leave their old job or whatever they were doing to make money before and star…”
Dan Lewis Sep 27, 2018 ▶ 11:39 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped
Assertion Not checkable as stated
Convoy lowers prices by reducing broker costs and using matching technology
“It does. And over time it allows us to drive the price down even more. We can take out some of the operating costs of running a brokerage, which makes it so we can run a little bit more efficiently. We can also find more convenient trucks because we can see al…”
Dan Lewis Sep 27, 2018 ▶ 5:37 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped
Assertion Not checkable as stated
Convoy operates healthily below the industry standard 18% to 20% take rate
“Our business model can be healthy at a lower percentage.”
Dan Lewis Sep 27, 2018 ▶ 13:50 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped
Assertion Not checkable as stated
Amazon receives no data or operational learnings from Convoy
“Yeah, I can't comment on Amazon's plans, but it's certainly not the case where they're learning or getting data from Convoy. There's no relationship like that.”
Dan Lewis Sep 27, 2018 ▶ 15:21 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped
Disclosure
Convoy generates millions of dollars in revenue every week
“And we're doing, you know, millions of dollars in revenue every week.”
Dan Lewis Sep 27, 2018 ▶ 18:33 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped
Disclosure
Convoy's key operational metrics: volume, market density, and automation percentage
“The key metrics for us are thinking about how much freight we're moving how much for removing in each of our markets, because we want to build healthy, you know, dense networks as we build this business out. And what percentage of the time is the work is the f…”
Dan Lewis Sep 27, 2018 ▶ 3:55 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped
Disclosure
Convoy primarily partners with small fleets of one to four trucks
“The relationships that we have are with the, you know, small trucking companies. Many of them own their own trucks. So it's one, two, three, four trucks in a small business. And that's who we serve. And that's who we partner with.”
Dan Lewis Sep 27, 2018 ▶ 6:23 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped
Disclosure
Convoy automatically generates round trips and multi-stop tours for drivers
“We actually have things that automatically generate round trips and back hauls for them. So if they have a freight going one way from convoy, we'll automatically find freight going back the other way. We'll create tours, multiple stop jobs things like that tha…”
Dan Lewis Sep 27, 2018 ▶ 7:38 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped
Assertion Partly supported
Traditional freight brokerage industry take rate averages 18% to 20%
“I can tell you that the industry rate today is about 20%, 18 to 20%.”
Dan Lewis Sep 27, 2018 ▶ 13:45 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped
Disclosure
Convoy has 5,000 to 10,000 active trucking companies on platform monthly
“We have you know, five, 10,000 active trucking companies in our platform every month.”
Dan Lewis Sep 27, 2018 ▶ 18:20 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped
Assertion Supported
Average US small trucking company operates two to three trucks
“The average one has two, three trucks.”
Dan Lewis Sep 27, 2018 ▶ 2:29 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped
Opinion
Reid Hoffman excels at refocusing Convoy's board on major long-term outcomes
“You know, I think what he's been really good at is I'll call it breaking through a conversation where we're kind of focusing in on something, right? Maybe debating some nuances of something, exactly how much we should raise, when we should raise again you know…”
Dan Lewis Sep 27, 2018 ▶ 14:12 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped
Assertion Contradicted
Most commercial truck drivers did not own smartphones five years ago
“It's drivers didn't have, most drivers didn't have smartphones five years ago.”
Dan Lewis Sep 27, 2018 ▶ 17:24 1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than 20% Per Unit Shipped

Appearances (1)

EpisodeDateSpeaking time
1160 Convoy, The Uber for Trucking, Charges Avg $4/mile on 100 mile trip, Takes Less Than Sep 27, 2018 10m
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