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Tony Xu

11 statements across 1 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Mar 26, 2025 by Garry Tan · said 2 times in 2 episodes since 2022 · across every show →

On the record as a speaker too: Tony Xu's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Gustaf Alströmer (1), Diana Hu (1)

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2024 1 mention in 1 episode
2022 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Tony Xu, oldest first

Mar 26, 2025 positive
Assertion Supported
Tan: DoorDash holds mid-sixty percent of US food delivery market
“Today's guest, Tony Hsu, who created DoorDash, which now has mid-sixty percent of all food delivery in the United States.”
Garry Tan Mar 26, 2025 ▶ 0:50 DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
Mar 26, 2025
Assertion Supported
Xu: DoorDash has over 7 million drivers; nearly 60% are women
“Today, DoorDash has over seven million drivers in on the platform. Of these dashers, the drivers on the platform, almost 60% are women.”
Tony Xu Mar 26, 2025 ▶ 10:25 DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
Mar 26, 2025
Assertion Not checkable as stated
Xu: First DoorDash site launched in an hour using PDF menus
“Yeah, we shipped paloaltodelivery.com Under an hour. I don't remember exactly, but maybe 45, 50 minutes, because all it was a static HTML page with eight PDF menus, and these were menus of restaurants in Palo Alto that we frequented often as students. It had a…”
Tony Xu Mar 26, 2025 ▶ 5:45 DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
Mar 26, 2025 neutral
Assertion Not checkable as stated
Xu: DoorDash received hundreds of investor rejections between 2016 and 2018
“And there were a couple, there were a few years actually in a row, three years in a row, 2016, 1718, where I continued to struggle to raise capital. And I think this was the part that was quite difficult for us, where you have a company whose product seems to …”
Tony Xu Mar 26, 2025 ▶ 21:22 DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
Mar 26, 2025
Assertion Not checkable as stated
Xu: DoorDash was weeks away from going to zero after Demo Day
“I mean, the company almost went out of business because you know, we didn't raise a lot of money from Y Combinator with the initial grant, and so we were looking for seed financing, and we were a couple weeks away from going to zero.”
Tony Xu Mar 26, 2025 ▶ 12:20 DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
Mar 26, 2025 neutral
Assertion Partly supported
Xu: Incumbents only served 20,000 US restaurants with existing delivery fleets
“There were 20,000 maybe restaurants offering delivery at the time, and that's who Incumbents would work with, you know, the Grubhubs or the Seamlesses. They would partner with these restaurants that had their own delivery fleet, and they would, you know, just …”
Tony Xu Mar 26, 2025 ▶ 13:15 DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
Mar 26, 2025 positive
Disclosure
Xu: Every DoorDash employee, including CEO Tony Xu, does deliveries yearly
“We had done all the deliveries ourselves, and we actually kept that going for about two years straight after, And even to this day every person at DoorDash, myself included, does deliveries every year.”
Tony Xu Mar 26, 2025 ▶ 17:14 DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
Mar 26, 2025
Assertion Not checkable as stated
Xu: Only 1 of 40 UberX drivers took a raise to switch
“One of the earliest tests we ran was we recruited two groups of drivers. Roughly speaking, 20 drivers who drove for UberX at the time and 20 who deliver for DoorDash. The control, if you will, variable was that they both earned 20 dollars. An hour, each group.…”
Tony Xu Mar 26, 2025 ▶ 9:39 DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
Mar 26, 2025
Assertion Not checkable as stated
Xu: All four DoorDash co-founders handled every delivery in the early days
“I mean, the earliest days, all four of us did all the deliveries.”
Tony Xu Mar 26, 2025 ▶ 5:32 DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
Mar 26, 2025 neutral
Disclosure
Xu: Founders called DoorDash a project for its entire first year
“And we called it a project, I think for the entire first year of the company's life, even after legally incorporating.”
Tony Xu Mar 26, 2025 ▶ 1:27 DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
Mar 26, 2025
Assertion Not checkable as stated
Xu: Founders blew 40% of remaining cash refunding late orders
“My co-founders and I looking at what the refund cost would be because we thought the right thing to do would be to refund everybody. But that would take away about 40% of the bank account, which was already quite low. We took maybe 10 seconds to make the decis…”
Tony Xu Mar 26, 2025 ▶ 14:55 DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
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