We Asked DoorDash’s CEO If AI Competitors Scare Him
Minus One with Tony Xu, Founder & CEO of DoorDash
When Tony Xu cofounded DoorDash 13 years ago, he was rejected by more than 100 investors. Today, it’s a $70B+ behemoth dominating the delivery industry.
Tony joins SPC General Partner Aditya Agarwal to reveal how DoorDash won the delivery war and answer the burning question of whether AI agents pose a threat to his company. He also shares why customer obsession became the company’s guiding principle, the challenges of digitizing the physical world, and how startups today can build competitive advantages in the age of AI. Watch select snippets of the talk below.
DoorDash is currently dominating the delivery industry, but what will happen when new consumer AI agents hit the market?
Perfection is not the goal. Not every experiment becomes the final answer. Teams at DoorDash focus on quickly testing and shipping solutions.
DoorDash struggled to raise capital in its early days. Tony personally remembers being rejected by over 100 investors. Today, the company is valued at over $70B.
Minus One is series about the winding journeys the world's most interesting people take to becoming great—and what they do when figuring out a question we all face: What's Next? Because before you launch at Zero, you have to figure out what to launch at Minus One. Hosted by South Park Commons Partners.