The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
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.”
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.”
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 …”
Hu: DoorDash built its initial product in one afternoon using Google Drive
“DoorDash, as a product, was built in one afternoon. Whether you believe it or not, the tech stack was basically Google Drive to upload the menus. HTML, CSS for putting the menus. The phone was Tony's phone.”
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.”
DoorDash launched in one afternoon using static HTML and Find My Friends
“DoorDash, at the beginning, they slapped it in one afternoon, and they were actually called Palo Alto delivery, and they took PDFs from menus, And literally put their phone number. That phone number there is actually from one of the founders. And there's, the …”