DoorDash, every mention
29 scenes (2021) · ← back to DoorDash
tap a year for its mentions
every year 2021 anyone Harry Stebbings 142Tony Xu 18Miki Kuusi 8Alexis Ohanian 6Ryan Petersen 5Jason Lemkin 5Dominik Richter 5Alfred Lin 5Sarah Tavel 4Keith Rabois 4
Verbatim, from the transcripts: the passages where DoorDash comes up
20VC: Deliveroo Founder Will Shu on The IPO This Year, The Rise of Quick Commerce and The Fierce Competition with Uber Eats
20VC: Chris Sacca on Coming Out of Retirement To Unf**k The Planet with Lowercarbon, How Chris Evaluates His Relationship To Money Today, Why We Have Bred a Generation of Ass**** Kids, Do VCs Provide Any Real Value and The True Unfiltered Opinion on Faceb
- ▶ 1:08:42 Chris Sacca But then immediately after that deal, they went and put a half a billion dollars into DoorDash. 3 times in the scene
20VC: The Opendoor Memo: Keith Rabois on The Origins of Opendoor from a Conversation with Peter Thiel, Why Cash is Not a Competitive Moat for Startups Today and What People Misunderstand About Black Swan Events in Real Estate and How it Impacts Opendoor
- ▶ 0:35 Harry Stebbings And as for Keith, he led the first institutional investments in DoorDash, Affirm, and has also led investments in Ramp, Trade Republic, Fair, and Stripe, to name a few.
20VC: Investing Lessons From Rounds In Peloton and Square, Why Great Investing is Stock-Picking and Sector Penetration & The Next Decade in Venture, Is Tiger's The Right Model with Hans Tung, Managing Partner @ GGV Capital
20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
- ▶ 6:57 Harry Stebbings It's like, you mentioned the element on business model, and I do want to touch on that because, you know, when you look at some companies, say a DoorDash of the world, it takes a while for the beauty of the business model to mature into… 8 times in the scene
20VC: GoPuff's Rafael Ilishayev on How GoPuff Has Been EBITDA Profitable From Day 1; The Unit Economics Behind GoPuff, With Intense Competition What Happens To The Food Delivery Space & What It Takes To Launch, Grow and Maintain New Markets
- ▶ 11:06 Harry Stebbings I saw a tweet the other day about, it was about the negative network effects of DoorDash, whereby almost the more popular they become, they suddenly have multi-deliveries, and so the wait time becomes longer, because it's not just like a…
20VC: DoorDash CEO Tony Xu on The Art of Great Leadership Today, Why The Best Give All of the Credit and Take All of the Blame & How DoorDash Have Won The Best Talent Against the Toughest Competition
- ▶ 0:07 Harry Stebbings Now, Tony is the CEO and co-founder of DoorDash, the company empowering merchants to grow their businesses by offering on-demand delivery, data-driven insights, and better in-store efficiency. 4 times in the scene
- ▶ 2:53 Harry Stebbings I do want to start there with some context, because we see the incredible company that is DoorDash today, but it's all going to start somewhere. 2 times in the scene
- ▶ 7:28 Harry Stebbings You know, the wealth that comes from DoorDash and your successes.
- ▶ 9:29 Tony Xu In fact, when I think about even people at DoorDash, there are many leaders at the company that have zero direct reports, but have lots of followers because of their influence and because of how they show up and how they show their work. 4 times in the scene
- ▶ 11:36 Tony Xu Yeah, I don't know if there's a simple answer to this, you know, because when I think through the difficult moments that DoorDash has gone through, I don't think there was a singular motivation or motivating factor that got the team… 3 times in the scene
- ▶ 17:25 Tony Xu One of the beliefs we have at DoorDash is to try to manage people to their superpowers.
- ▶ 19:25 Tony Xu And early on, when I think about the team at DoorDash, it was mostly people with more talent than experience. 2 times in the scene
- ▶ 25:40 Harry Stebbings In terms of culture that you mentioned earlier, when you think about the scaling culture that you've had at DoorDash, the company did scale and has scaled so fast, was there ever a moment when you were like, ah, culture's not where it… 5 times in the scene
- ▶ 31:57 Tony Xu I guess the one that has quite a lot of influence on the building of DoorDash is The Score Takes Care of Itself by Bill Walsh, and just this notion of trying to chase excellence as opposed to the scoreboard. 8 times in the scene
20VC: The Twilio Memo: Bessemer's Byron Deeter on How a $125K Initial Check Became Bessemer's Largest Position, What The Influx of Late-Stage Capital Means For Venture Today & Why The Incumbent Advantage Is Now An Incumbent Disadvantage
- ▶ 0:09 Harry Stebbings The last few, from DoorDash to Snap to Pinterest, have all been consumer, and so I thought we should mix it up today and enter the world of SaaS, and what better company to cover than the incredible Twilio journey, and who better to have…
20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
- ▶ 27:49 David Tisch I think when you do see those companies, DoorDash is an example.
20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi
- ▶ 7:41 Harry Stebbings I've had Alfred Lynn from Sequoia, one of your investors on the show, and when we spoke about DoorDash recently, me and him on the show, he said that chasing GMV can really make for bad habits and bad behaviors.
- ▶ 13:30 Simon Borrero DoorDash just published their dollar retention cohorts.
20VC: The Memo: Sequoia's Alfred Lin on Why Chasing GMV Leads To Bad Behaviours, How To Approach Competition and Capital Efficiency & The Core Importance of Understanding the Difference Between Input and Output Metrics
- ▶ 0:27 Harry Stebbings DoorDash with Sequoia. 2 times in the scene
- ▶ 3:41 Harry Stebbings Well, that is very kind of you, but we're going to dive straight in today, and we're going to unpack the original DoorDash memo you wrote back in 2014, so I want to start with the story and some history and context. 4 times in the scene
- ▶ 9:02 Harry Stebbings And how did that look like for you with DoorDash?
- ▶ 14:28 Alfred Lin DoorDash won because they did have a differentiated strategy, which is focused on the suburbs. 5 times in the scene
- ▶ 23:57 Harry Stebbings Can I ask, if we apply that to DoorDash, and we think about the input metrics that may be
- ▶ 26:30 Harry Stebbings With hindsight, what did DoorDash do so well in terms of driver acquisition that really allowed them to scale in the way that they did, do you think? 7 times in the scene
- ▶ 33:21 Harry Stebbings Tell me, who's an unsung hero from the DoorDash team, and what did they do behind the scenes? 14 times in the scene
- ▶ 37:51 Harry Stebbings I mean, my word, I just love that episode, and I want to say again a huge thank you to Alfred for giving up the time today and for going so deep on that incredible story with DoorDash.
20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021?
- ▶ 19:34 Harry Stebbings When you look at the public markets and you see Airbnb hitting a hundred billion, you see DoorDash soaring at the rates that it has done.
- ▶ 23:45 Bill Gurley And so I wouldn't put too much on an Airbnb or DoorDash valuation.