DoorDash

“Devon is obviously entirely focused towards software engineering, but like we order our DoorDash on Devon, you know, we order our Amazon packages with Devon, and it's like, there are pieces of that that turn out to work nicely anyway.”

“Rough math, you know, for every dollar of food that if you and I bought inside of a restaurant, you know, from the cost structure, you're gonna have 30% of that in the food and the packaging. You're gonna have 30% of it in the rent. You're gonna have 30% of it…”

“Our product with now, you know, over a hundred million plus annual customers, tens of millions of, ah, monthly customers, they shop at various frequencies”

“Within minutes of a Dasher seeing the shooter walk in to the building, you know, we have an alert system that doesn't just alert all Dasher's and consumers and merchants within that vicinity, but also all local law enforcement. And actually we were the first t…”

“That's on the, you know, big brand, you know, QSR side where a lot of the innovation, if you will, is in the process innovation, and then also how do you run large groups of people And have very high and consistent standards of service. Extremely difficult, an…”

“We know that consumers move around items a lot, which makes it extraordinarily difficult, you know, for any store to track their own inventory”

“That the human is pretty good with their eyes, you know, at some of this stuff. So the bar is pretty high, you know, in order to do some of the things you're talking about.”

“We've been doing drone deliveries actually for a couple years now. Mostly outside of the United States. Outside of the U.S. Places like Australia you know we're gonna bring them to Europe, bring them to the United States as well.”

“Or in COVID, we were the only company to cut commissions by 50%. When we were not yet profitable as a company, that was an expense over a hundred million dollars.”

“We have our own mapping system, for example, that we built. Why did we build our own? Well, it's because we care much more than any, you know, third-party mapping system of exactly where the last two feet, forget, 20 or 200 feet of some apartment unit door is,…”

“You know, we predominantly are non-autos in, in the city of London which is very different in, in, in the States as an example.”

“And the sidewalk and the bike lane. And so it's the only vehicle in the world that does that.”

“It just turns out it's extraordinarily difficult, however, unless you're a large brand, or, you know you know, a house of brands, someone like DoorDash, to be able to attract enough customers to make that math work.”

“This was a Stanford football game in 2013, and I had trouble raising the seed round. We made the decision to refund everyone that cost us over 40% of the bank account.”

“We're starting with restaurants with two products. One is called Going Out, the other is Reservations.”

“We're primarily testing right now. We really want to get it right in, you know, one market. We're doing a lot of this in Arizona.”

“In fact, you know, between 2016, 1718, we barely were able to raise a dollar, you know, relative to our peers.”

“It's not obvious to me that it's just a chat interface, that there are, you know, all of these different components that have to be solved. And so I think You know, the way I think about it is, okay, regardless of whatever we ship whether it's on our own you k…”

“And we're the only platform today to take care of Dashers when there is, you know, these increasing gas prices and making sure that, you know, we have their back and that we're actually trying to help them save a dollar 40 to a dollar 90 per gallon for Dashers…”

“Eating out in China is about as affordable as cooking, you know, at home.”

“COVID, you know, the first week actually the business, you know, tanked 80%. It tanked massively because everything was shut down. And then, you know, the next week, you know, Everything all of the dining rooms were closed, but the kitchens were open. And so, …”