Google Maps
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1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 23, 2026 by Stanley Tang · said 3 times in 2 episodes since 2024 · across every show →
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brought up most by Stanley Tang (2), Sarah Guo (1)
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2026 2 mentions in 1 episode
2024 1 mention in 1 episode
Everything said about Google Maps, oldest first
Jul 23, 2026 positive
Tang: DoorDash uniquely owns the last-hundred-feet delivery drop-off data moat
“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 …”