“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.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
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More from Tony Xu
Insight
Xu: Suburban delivery economics beat cities due to family basket sizes
“Where in the places outside of city centers, the suburbs, you tended to have a greater percentage of families, which have more mouths to feed. As a result, you tended to have higher baskets. Higher baskets meant larger revenues. You also tended to have easier …”
Tony XuMar 26, 2025▶ 19:23DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
AssertionSupported
Xu: DoorDash spent millions on pandemic ads promoting competitor platforms
“One was running a national TV campaign where we spent millions of dollars advertising on behalf of the industry, basically saying whether you order on us or any of our peers, just order.”
Tony XuMar 26, 2025▶ 26:18DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
AssertionSupported
Xu: Cutting pandemic merchant commissions in half cost DoorDash over $100M
“And the other decision, which we were the only platform to do, we cut our commissions by half, which cost us over a hundred million dollars.”
Tony XuMar 26, 2025▶ 26:32DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
AssertionNot 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 XuMar 26, 2025▶ 9:39DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
AssertionSupported
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 XuMar 26, 2025▶ 10:25DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
AssertionPartly 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 XuMar 26, 2025▶ 13:15DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market · Y Combinator
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