Invest Like the Best with Patrick O'Shaughnessy
Tony Xu - A Human and Math Problem - [Founder’s Field Guide, EP. 28]
My guest today is Tony Xu, co-founder, and CEO of Do...
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Apr 8 2021 1h 4m
Chapter 1 3 mins
[First question] The catalytic moment that inspired Tony to build DoorDashChapter 2 2 mins
Network density and its role in scalabilityChapter 3 2 mins
Solving a math and sales problem simultaneouslyChapter 4 3 mins
Becoming aware of multiple problem sets for restaurant ownersChapter 5 2 mins
Designing a team to quantify friction and turn it into useable dataChapter 6 1 min
How to approach difficult problems and compartmentalize them in a practical wayChapter 7 3 mins
Accounting for high-level variance in long-term goalsChapter 8 1 min
Factoring in time horizons for variance and planning for the futureChapter 9 3 mins
Slowing down an action process to minimize a high-consequence decisionChapter 10 1 min
Generating demand after completing their software infrastructureChapter 11 2 mins
Strategic choices between network health and unit economicsChapter 12 1 min
Why DoorDash struggled to raise financing in their seed-stageChapter 13 2 mins
Solving a small fraction of a larger logistics problemChapter 14 1 min
Differences between local commerce and distribution centersChapter 15 1 min
Creating the DashPass subscription service and how premium experiences influence user behaviorChapter 16 2 mins
Advantages and potential diminishing returns in servant leadershipChapter 17 4 mins
His broader philosophy on leadership and how it’s changed over the yearsChapter 18 2 mins
Creating an incentive-aligned culture of ownership at scaleChapter 19 3 mins
The most surprising lessons learned about company buildingChapter 20 3 mins
Unexpected positive outcomes that may emerge in other areas due to DoorDash’s growth in the coming yearsChapter 21 1 min
Will DoorDash’s presence change behavioral patterns in where people choose to live or start their business?Chapter 22 1 min
What has him most excited for the futureChapter 23 7 mins
Kindest thing anyone has ever done for him