Sveriges mest populära poddar
Cheeky Pint
NäringslivTeknologi

The economics and trends of the restaurant industry, with Tony Xu of DoorDash

1 tim 21 min•21 april 2026

Tony Xu, cofounder and CEO of DoorDash, joins John for a pint to discuss how they won a crowded market by obsessing over retention and the reality of fighting fraud in the physical world. They cover the harsh economics of the restaurant industry, why DoorDash succeeded where Google failed, and the harrowing story of spending 40% of their remaining cash on refunds to save the company’s reputation. Tony introduces Dot, their new autonomous delivery robot, and explains why true autonomy requires solving for the “last two feet” of delivery. Finally, he shares lessons from the early days, including why customer obsession sometimes means baking cookies.


Timestamps

(00:00:25) Why did DoorDash win?

(00:10:50) China

(00:17:10) Restaurant trends

(00:27:59) Loyalty

(00:30:40) Stripe Issuing

(00:44:09) Delivery modalities

(00:51:11) Fraud

(00:58:32) New products

(01:13:26) Dot


Fler avsnitt av Cheeky Pint

Visa alla avsnitt av Cheeky Pint
What comes after smartphones, with Snap CEO Evan Spiegel
•1 tim 2 min
The world of voice AI, with Mati Staniszewski of ElevenLabs
•1 tim
The history and future of AI at Google, with Sundar Pichai
•1 tim 9 min
Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta
•57 min
The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo
•1 tim 2 min
Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
•1 tim 17 min
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
•1 tim 41 min
Garrett Langley of Flock Safety on building technology to solve crime
•1 tim 44 min
Reiner Pope of MatX on accelerating AI with transformer-optimized chips
•1 tim 13 min
Stripe’s 2025 annual letter
•28 min

Cheeky Pint med Stripe finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.