Apr 21, 2026 · 1 hr 21 min · 24 segments
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…
Tony XuGuest
John CollisonHost
And loads of people were going after food delivery, uh, and way more than are around now.
[laughs] Well, the short answer is we got more customers than [laughs] other people.
I mean, I think these are, um, very tough things to study because many things are happening in, in, in, in, in the same moment.
But I'll just talk about it, you know, from the perspective of things that I think we got right.
And loads of people were going after food delivery, uh, and way more than are around now.
[laughs] Well, the short answer is we got more customers than [laughs] other people.
I mean, I think these are, um, very tough things to study because many things are happening in, in, in, in, in the same moment.
But I'll just talk about it, you know, from the perspective of things that I think we got right.
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