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Tony Xu

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Nov 18, 2025 by Somesh Dash · said 7 times in 2 episodes since 2025 · across every show →

Mentions by year

brought up most by Somesh Dash (6), Gaurav Jain (1)

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2026 1 mention in 1 episode
2025 6 mentions in 1 episode

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Everything said about Tony Xu, oldest first

Nov 18, 2025 negative
Disclosure
Dash: IVP passed on DoorDash in 2017 over negative margins
“The reason we missed it was, and I take responsibility, when we looked at it, I think it was, ah, the summer of 20 17 or 18, At that time, they were launching in cities, and the economics were not great. There were negative gross margins. There were not too ma…”
Somesh Dash Nov 18, 2025 ▶ 33:24 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
Nov 18, 2025 bullish
Assertion Not checkable as stated
Dash: DoorDash expanded delivery TAM past early $20B estimates
“In a category that most people, when I looked at it, most people said the TAM for restaurant delivery is twenty billion max, right? They were all wrong. He expanded the category. He expanded the use cases. He changed user behavior.”
Somesh Dash Nov 18, 2025 ▶ 34:23 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
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