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Tony Xu

Co-Founder, Chief Executive Officer & Chair, DoorDash

Search every verified Tony Xu interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Tony Xu, co-founder, chair, and CEO of DoorDash, discussed the company's performance and strategy during its Q2 2026 earnings call, where revenue topped expectations at $4.45 billion. He described grocery as the fastest-growing part of DoorDash's marketplace business and stated that the company aims to be the global leader in local commerce, noting that its international business is concentrated in top markets outside the U.S. where it holds a leading position. Xu also addressed the company's approach to AI, saying DoorDash is focused on directing efficiency gains back into the business, including investments in autonomy and unifying its tech stack. In a separate podcast interview, Xu discussed his perspective on AI and physical-world commerce, describing DoorDash as operating in the "war for atoms" and arguing that a personal assistant is only valuable if it can perform real-world tasks. He also commented on the broader goal of technology, saying it should solve problems and reduce costs, while acknowledging that companies with constrained compute resources may not always deliver outcomes on their expected timelines. Xu expressed optimism about autonomy as a major technology trend and noted that DoorDash's U.S. restaurant business remains at single-digit percentage penetration, indicating a long runway for growth.

Recent appearances

  • DoorDash Q2 2026 Earnings Call | Revenue Tops Expectations at $4.45B as DashPass Expands

    August 06, 2026 · 📺 i101

    DoorDash Q2 2026 Earnings Conference Call. Twitter - https://x.com/i101yt If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If you want us to remove your company's earning…

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  • Tony Xu on AI Consumption, Atoms vs. Bits, and the 1% Better Mentality | Ep. 55

    July 28, 2026 · 📺 Uncapped with Jack Altman

    Tony Xu is the co-founder and CEO of DoorDash, the leading local commerce platform in the United States. Since co-founding DoorDash in 2013, Tony has built the company into a publicly traded business operating across 40 countries, spanning restaurants, grocery, convenience, retail, and advertising. We discussed how Tony thinks about AI spend and what it means to be an "atoms company" in a world racing to consume tokens. Tony shared his framework for directing AI toward customer outcomes rather than pure exploration, and why DoorDash's physical world infrastructure becomes more valuable as AI…

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  • DoorDash Inc ($DASH) Q4 2024 Earnings Call

    July 26, 2026 · 📺 Castify Earnings Call

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  • DoorDash Inc ($DASH) Q1 2026 Earnings Call

    May 25, 2026 · 📺 Castify Earnings Call

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  • DASH Stock | DoorDash Inc Q1 2026 Earnings Call

    May 19, 2026 · 📺 AlphaStreet

    We are excited to announce the launch of AlphaStreet Intelligence, a cutting-edge technology driven global ecosystem that connects companies, investors, analysts, and experts. Crafted as an AI-driven market intelligence platform, it not only facilitates interaction among the eco system participants but also accelerates research and decision-making by surfacing self-learning AI insights. The unrivaled intelligence is due to unique combination of platform interactions and syndicated content. I believe that AlphaStreet Intelligence will transform the way market intelligence is approached, make th…

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  • $DASH DoorDash Q1 2026 Earnings Conference Call

    May 06, 2026 · 📺 EARNMOAR

    05/06/2026 Q&A: 02:18 DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and independent contractors in the United States and internationally. The company operates DoorDash Marketplace and Wolt Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers membership programs, including DashPass and Wolt+; and DoorDash Drive On-Demand and Wolt Drive, which are white-label delivery fulfillment services, as well as…

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

    April 21, 2026 · 📺 Stripe and DoorDash

    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…

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  • Tony Xu of DoorDash: Surviving 1,000 Days of Startup Hell

    March 29, 2026 · 📺 David Senra

    Tony Xu is the co-founder and CEO of DoorDash, the largest food delivery platform in the United States. Before he was a tech executive, he was a dishwasher. Xu was born in Nanjing, China, and immigrated to the U.S. at age four with parents who arrived with $200 in the bank. His mother had been a licensed doctor in China. In America, she waited tables at a Chinese restaurant in Illinois. Xu worked beside her, washing dishes. That experience became the animating idea behind everything he built. At Stanford, he and three classmates noticed that restaurants in Palo Alto had no good way to handle…

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  • We Asked DoorDash’s CEO If AI Competitors Scare Him

    February 26, 2026 · 📺 South Park Commons

    When Tony Xu cofounded DoorDash 13 years ago, he was rejected by 100+ investors. Today, DoorDash is absolutely dominating the delivery industry, capturing more than twice the market share of its closest competitor. 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. Tony Xu:…

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  • How DoorDash Won: Tony Xu on Culture, Resilience & Making the Right Play

    November 24, 2025 · 📺 Glue Guys Podcast

    Tony Xu, co-founder and CEO of DoorDash, joins the Glue Guys for a rare deep-dive into how great teams, great leaders, and ...

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  • DoorDash, Inc DASH Q3 2025 Earnings Call

    November 09, 2025 · 📺 Fyfull

    DoorDash, Inc DASH Q3 2025 Earnings Call --------- In this video, we'll cover the latest quarterly earnings results, key financial ...

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  • $DASH DoorDash Q3 2025 Earnings Conference Call

    November 06, 2025 · 📺 EARNMOAR

    11/05/2025 Q&A: 02:45 DoorDash, Inc., together with its subsidiaries, operates a commerce platform that connects merchants, consumers, and independent contractors in the United States and internationally. The company operates DoorDash Marketplace and Wolt Marketplace, which provide various services, such as customer acquisition, demand generation, order fulfillment, merchandising, payment processing, and customer support. It also offers membership programs, including DashPass and Wolt+; and DoorDash Drive On-Demand and Wolt Drive, which are white-label delivery fulfillment services, as well as…

    Watch on YouTube ↗

Verified interview transcripts

Notable quotes

“I think every company right now is trying to figure that out where, you know, the ultimate goal of any technology is actually to hopefully solve a problem and actually make things cheaper. I mean, that's the that's the goal of technology, but as you know, especially when you have constrained resources like compute in the case of these large LLM companies, um, you know, sometimes you don't get the timing of these thin”

“I think every company right now is trying to figure that out where, you know, the ultimate goal of any technology is actually to hopefully solve a problem and actually make things cheaper. I mean, that's the that's the goal of technology, but as you know, especially when you have constrained resources like compute in the case of these large LLM companies, um, you know, sometimes you don't get the timing of these thin”

“One of the first ones is actually making it easier to actually open up location number two. Permitting reform. Permitting reform is one of those things that we certainly stand for. Making sure that labor laws are changed or when they are changed, that they take into account the restaurants. We're talking about one of the largest sectors of job creation here that is always growing, by the way, every single year, which”

“We were the only company to cut commissions by 50% when we were not yet profitable as a company. That was an expense over $100 million. We then, on top of that, spend millions of dollars buying national TV campaigns to tell people to order, whether it's on us or our competitors, because restaurants have, on average, seventeen days of cash on hand. You need to order. This is do or die for them.”

“The alternative is terrifying. I don't even want to think about the alternative — it's a very robotic world where maybe we buy things in one or two ways or from one or two places; that's not a world in which you're going to grow the GDP of these cities.”

“On DoorDash, however, there's only one of them, 1 million of those items. Bring everything inside the city to you, I think, is the best way to grow the GDP of those cities and do something productive for your life.”

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →