DoorDash

“Early in people marketplaces, you had the horizontals of TaskRabbit or Zarli, where you could ask people to do anything, and the paradox of choice and the lack of optimization against specific verticals, no one knew what to do with it, so they really didn't do…”

“The interesting part is that each of these drivers on DoorDash or Instacart or elsewhere, they bought a smartphone for themselves, play games or do other things, and now suddenly this becomes this tool that allows them to tap in to this network. And it allows …”

“If you're not DoorDash in the past, it's really hard to build that kind of customized algorithm, but this is now becoming accessible to a lot more marketplaces at different stages, which is exciting.”

“Instacart and DoorDash are still our customers today. Uber Eats and Uber still our customers.”

“I went to Whole Foods, and I tried to see what percentage of the people coming are paid shoppers versus individual shoppers. How many are holding an Instacart badge or a DoorDash? It was actually 17% over a period of two hours. That was zero two years ago.”

“DoorDash was five percent market share when I left.”

“Tony, God bless him, had a hell of a time getting his round done at the time. Like right at that period, he was doing a round at DoorDash and he had to really struggle to get it done.”

“Still in the early stages of building out, getting a lot of great traction. You were working with companies like DoorDash, you know, making it sort of the default, but not only blockchain in Stripe and feeling very optimistic about it.”