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 4 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
Amlani: Aggregator Fees and Platform Discounts Consume 55% of Order Value
“You've not just got your delivery costs, you've got your discovery costs, which means that you're paying To be visible in a carousel, you're paying to be visible in one of those collections. I think that they would easily spend about 12% more on that. So you'r…”
Amlani: 12% is the Maximum Sustainable Restaurant Delivery Commission Rate
“I think there's only sustainable delivery commission that is payable is 12%. You can't pay a single rupee more than that. However, now the norm is 24 to 28%. They're signing up people at 24 and 28%.”
Kalra: Swiggy and Zomato Do Not Hire Employees From Each Other
“They don't even hire from each other, from what I know.”
Khosrowshahi: Uber divested Zomato stake because it is not an investment company
“We got out not because of some deep thought as it relates to the Indian market, but my belief that We're not a holding company. We're not an investment company. I am, that is not my core competency to take Uber investors capital and invest it really well. My c…”