The Ledger
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Fang: Frontier AI models underperform tested on messy enterprise data
“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.”
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…”
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…”
Fang: Dashers are actively collecting physical data for AI world models
“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.”
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 …”
Fang: Ask DoorDash Drives 40% Larger Grocery Basket Sizes
“On the grocery side. We're seeing a lot higher basket sizes, like I would say like 40% larger. Basket sizes on grocery.”
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.”
Fang: DoorDash internal AI spend jumped 20x from January to June
“I think our spend in June went up like 20 X versus what the spend was in January.”
Fang: 50% of Ask DoorDash Restaurant Orders Are From New Places
“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”
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…”
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.”
Fang: Non-technical teams drive DoorDash fastest AI seat adoption growth
“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 …”