Tony Xu
18 statements across 1 episodes · 7 bullish · 0 bearish · 2 people on the record · first statement Mar 29, 2026 by Tony Xu · said 7 times in 1 episodes since 2026 · across every show →
On the record as a speaker too: Tony Xu's record, appearances and statements → this page counts the times other people say the name.
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brought up most by David Senra (7)
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2026 7 mentions in 1 episode
Everything said about Tony Xu, oldest first
Mar 29, 2026 neutral
Xu: Food delivery apps before DoorDash were just fax-based lead gen
“They were mostly honestly faxing orders, believe it or not. So they would be a website that would receive orders, if you can believe it. They would fax the orders literally into machines that would sit Near the kitchen or the payment systems inside these resta…”
Mar 29, 2026 positive
Mar 29, 2026
Mar 29, 2026
Xu: DoorDash MVP required building four separate software systems
“DoorDash early on, even to this day, but early on, it was so hard to explain because it was actually, even to build the MVP, yes, to test it was just this website, you know, paloelto.com, but we had to build like four things. We had to build this website for c…”
Mar 29, 2026
Xu conducted final engineering interviews while doing deliveries in his Honda
“On the engineering front, we looked for engineers who certainly were great at coding, but we looked for engineers who would be willing to do deliveries with us. In fact, the interview with me, if you're an engineer is the final round interview, was we would go…”
Mar 29, 2026 neutral
Xu: Public company metrics spotlight financial data customers do not care about
“There are no metrics in what we report, you know, to as a public company that customers know about probably or care about, frankly. And that always is quite bothersome to me because it's because of our ability to serve customers that can hopefully achieve, you…”
Mar 29, 2026 positive
Xu: Improving a product requires prioritizing edge-case anecdotes over aggregate data
“Those edges of the distribution are almost always where the anecdotes are that are the most valuable that you have to pay the most attention to because they almost always will disagree with the data, and they are probably worth the most in terms of improving y…”
Mar 29, 2026
Xu: DoorDash spent 40% of its cash refunding customers in 2013
“We were, Maybe two or three weeks of cash out, and this refund would have cost us about 40% of the bank account, so it would have just made the two or three weeks and just shrunk that into even fewer days. But yeah, you're right, nobody asked us for the refund…”
Mar 29, 2026
Xu: DoorDash started in-house autonomous vehicle development in 2019
“Actually, when we started the autonomous project, the autonomous vehicle project, we started with the belief that we did not have to build the vehicles. And in partnering with a lot of different companies We ultimately realized that nobody actually wanted to b…”
Mar 29, 2026 positive
Xu: DoorDash did not lose money while run from personal bank account
“We were, we ran this out of my bank account, and that's why I knew early on, even though, look, we didn't have any models or, you know, unit economic forecasts or anything like this, but even though it was running out of my bank account, where I also had stude…”
Mar 29, 2026
Mar 29, 2026 positive
Tony Xu: Operational systems should engineer only hacky tests that succeed
“The most important thing is actually building systems and building a system that, you know, at DoorDash really starts with Testing things in a very operational, hacky, do things that don't scale kind of way, and to then taking the things that ultimately work, …”
Mar 29, 2026
Mar 29, 2026
Xu: Does not track DoorDash's daily stock price or market cap
“It's not something I get to control, and it's also not what is fulfilling or motivating to me. You know, what am I going to do on a daily basis knowing what the stock price is? Like, am I going to behave? No, I'm not. Going to behave any differently.”
Mar 29, 2026 positive
Payne did four hours of deliveries unprompted before being hired as COO
“Christopher Payne, our first Chief Operating Officer, I didn't ask him a single interview question, but after a two-hour discussion about our logistics algorithm, he went home that night, it was Friday, drove with his son for four hours doing deliveries. I did…”
Mar 29, 2026
Xu gave candidates $20 and 8 hours to acquire 100 customers
“I would literally ask you, I said, well, this could be a really long or really short interview where I'm going to give you 20 minutes and you can ask me any question that you want. But after the 20 minutes expires, I'm going to give you 20 dollars that you can…”
Mar 29, 2026 positive
Senra: Wolt Founder Passed on a $1B Term Sheet to Sell to DoorDash
“If I remember the number correctly, he was getting like a bill, he had the ability to raise another fresh billion dollars of capital. Yeah. And he was looking at the term sheet, thinking about signing it, and then he said, involuntarily, something came out of …”
Mar 29, 2026 positive
Xu: DoorDash Dot vehicle operates on roads, sidewalks, and bike lanes
“We built actually DoorDash Dot, which actually will, yes, it will travel on the road, but it also can travel on the sidewalk and in the bike lanes. It's a much smaller form factor. It doesn't go as fast but it has the ability to actually get to the last 10 fee…”