Stanley Tang, co-founder of DoorDash, discusses why low-speed sidewalk delivery robots were unsuited for DoorDash's typical operational delivery profile.
Insight
Tang: Suburban delivery requires 300-pound autonomous vehicles, not passenger cars
“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…”
Disclosure
Tang: DoorDash in-house Dot robot runs L4 autonomous delivery in Phoenix
“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…”
Assertion Not checkable as stated
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 …”
Assertion Supported
Tang: DoorDash leverages 10 billion delivery data points and 40M MAUs
“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.”
Disclosure
Tang: DoorDash partnered with Rivian spin-out Also for autonomous vehicles
“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…”
Assertion Supported
Tang: DoorDash employs over 9 million Dashers with 25 percent growth
“We have over nine million Dashers doing deliveries and the business growing 25% year over year.”