DoorDash

“On the grocery side. We're seeing a lot higher basket sizes, like I would say like 40% larger. Basket sizes on grocery.”

“We have ten billion deliveries of data to extract from. We have all these consumers you know, over forty million consumers running every single month.”

“It's like, okay, if you like dumb down the problem, maybe the models do well, but like for some reason, and when we actually have it, With the enterprise data and all the real stuff, it's not performing as well.”

“Yeah, so DoorDash Dot, it's an autonomous delivery robot. It's built entirely in-house at DoorDash. It weighs 300 pounds, travels up to 20 miles per hour. It's one 10th the size of a car. It's the only delivery robot out there that's designed to travel, not ju…”

“We also launched a product called tasks a couple months ago where we're having people in the dash fleet help basically collect data points to help train some of these world models.”

“I think our spend in June went up like 20 X versus what the spend was in January.”

“All the drop-offs, like, we can see where people are actually dropping off the package. [1950] Stanley Tang: Yeah, where did the human Dasher drop it off historically, and that is, [1954] Stanley Tang: You know, like, again, it's that first and last hundred …”

“On the restaurant side, we are seeing people, 50% of trajectories of people using ask DoorDash for restaurants. There are 50% of those trajectories are people ordering from places they've never ordered from before”

“We actually partnered up with this company called also, which is this micro mobility company that spun out of Rivian. [2316] Stanley Tang: So, [2317] Stanley Tang: RJ is actually the board of founder and chairman of the company. So if, you know, like, why do…”

“We have over nine million Dashers doing deliveries and the business growing 25% year over year.”

“The vast majority of that spend is still within like engineering related tasks, but we're actually seeing the highest amount of growth in our organization in terms of like seats in the non-technical organizations, because, you know, analysts are finding a lot …”

“Because the average delivery at DoorDash is about three to five miles. And the typical delivery times are 15 minutes. If you, Exclude the time it takes to make the food.”

“If you're trying to solve that three to five mile delivery, In dense suburbs, which is where most of the deliveries happen, the right metaphor is probably a autonomous motorcycle or a scooter or a bike profile vehicle. And you know, it doesn't even be 4000 pou…”