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 3 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
Hale: Blue Apron stalled after exhausting paid customer acquisition channels
“Blue Apron is a really good example of this. Almost all their acquisitions isn't paid, and then once they ate through that, there's almost nowhere else for them to sort of go.”
Hockenmaier: Paid marketing degrades quickly if used as a primary growth strategy
“If it becomes your primary channel, it's a very hard thing to sustain because it's expensive but also because it degrades pretty quickly, actually. So, like, you know, if you look at the DTC companies or Blue Apron, I think, you know, they grew really quickly …”
Garg: Gobble's Series B was hindered by Amazon-Whole Foods and Blue Apron
“Last year for our Series B, I had a very difficult time raising money. Like, it all looks fantastic, and there's lots of news and videos, but it, like, took every ounce of my being. It was the hardest fundraising, and it's because Amazon acquired Whole Foods, …”