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.

clear all ✕

why aren't all 14 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

Assertion Not checkable as stated
Naim: Onfleet sees demand spike from retail's shift to online delivery
“Retail is going through a massive sort of transition to online delivery focused models. So yes, we absolutely are.”
Khaled Naim Sep 29, 2020 ▶ 1:59 OnFleet Flirting With $10m ARR Processing 3m Deliveries Per Month for 900 Customers
Assertion Not checkable as stated
Naim: Onfleet serves approximately 900 customers
“Today we're close to 900. We're around, around 900 right now, actually.”
Khaled Naim Sep 29, 2020 ▶ 5:17 OnFleet Flirting With $10m ARR Processing 3m Deliveries Per Month for 900 Customers
Assertion Not checkable as stated
Naim: Onfleet customers pay an average of 20 cents per task
“So our average across all of our customers paying about 20 cents a task. Our highest volume customers are all the way down to, you know, 10 cents a task and lowest volume is, you know, a little higher than 20 cents a task.”
Khaled Naim Sep 29, 2020 ▶ 9:56 OnFleet Flirting With $10m ARR Processing 3m Deliveries Per Month for 900 Customers
Assertion Not checkable as stated
Naim: Onfleet processes over 3 million delivery tasks monthly
“We are worth of three million now. So, you know, a 100,000 plus a day.”
Khaled Naim Sep 29, 2020 ▶ 10:52 OnFleet Flirting With $10m ARR Processing 3m Deliveries Per Month for 900 Customers
Assertion Not checkable as stated
Naim: Onfleet remains at breakeven as revenue outpaces hiring
“Still breakeven, yeah. I mean, with the growth this year, you know, our revenue has, growth has outpaced our the ability for us to hire.”
Khaled Naim Sep 29, 2020 ▶ 11:21 OnFleet Flirting With $10m ARR Processing 3m Deliveries Per Month for 900 Customers
Prediction Not checkable as stated
Naim: Onfleet on track to double 2020 revenue
“This year we're definitely on track to double, probably more than double revenue this year.”
Khaled Naim Sep 29, 2020 ▶ 11:54 OnFleet Flirting With $10m ARR Processing 3m Deliveries Per Month for 900 Customers
Assertion Not checkable as stated
Naim: Onfleet's annual net revenue retention is 115% to 116%
“Our net revenue retention annually is about a 115, 116%.”
Khaled Naim Sep 29, 2020 ▶ 16:40 OnFleet Flirting With $10m ARR Processing 3m Deliveries Per Month for 900 Customers
Assertion Not checkable as stated
Naim: Onfleet's typical gross revenue retention is around 85%
“Typically, you know, we are, our gross annual revenue retention is, is around 85%.”
Khaled Naim Sep 29, 2020 ▶ 17:19 OnFleet Flirting With $10m ARR Processing 3m Deliveries Per Month for 900 Customers
Assertion Supported
Naim: Onfleet has raised approximately $4.5 million in total funding
“We've raised about four and a half million in total funding so far.”
Khaled Naim May 12, 2017 ▶ 4:40 657: Is OnFleet New King of Delivery Economy with 300 Customers Paying $500/mo?
Assertion Not checkable as stated
Naim: Onfleet has reached approximately 300 paying customers
“We have several hundred customers using OnFleet today. I think we're around the 300 customer mark now.”
Khaled Naim May 12, 2017 ▶ 9:53 657: Is OnFleet New King of Delivery Economy with 300 Customers Paying $500/mo?
Assertion Not checkable as stated
Naim: Onfleet ARPU is $400 to $500, with accounts over $10,000
“You know, some of them are paying us north of 10,000 dollars a month. Some of them are paying us only a 125 bucks a month. So but average is average is right in between sort of four and 500 dollars now.”
Khaled Naim May 12, 2017 ▶ 11:06 657: Is OnFleet New King of Delivery Economy with 300 Customers Paying $500/mo?
Assertion Not checkable as stated
Naim: Onfleet's net MRR churn is around negative 7%
“So our net MR churn is, is, is more negative than negative five percent. We're around negative seven percent right now.”
Khaled Naim May 12, 2017 ▶ 13:12 657: Is OnFleet New King of Delivery Economy with 300 Customers Paying $500/mo?
Assertion Not checkable as stated
Naim: Pen, paper, and Excel are Onfleet's primary competitors
“Really pen and paper Excel files and, you know, Google Docs are the primary competitor”
Khaled Naim May 12, 2017 ▶ 15:14 657: Is OnFleet New King of Delivery Economy with 300 Customers Paying $500/mo?
Assertion Supported
Naim: Blue Apron relies on FedEx and carriers rather than local delivery
“Blue Apron is a bit different because they don't really do their deliveries locally. They actually ship using FedEx and perhaps other carriers, but our focus is on companies that are delivering goods locally.”
Khaled Naim May 12, 2017 ▶ 3:33 657: Is OnFleet New King of Delivery Economy with 300 Customers Paying $500/mo?
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 2,600 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.