“
We laid off thousands of people. It was brutal. But a company that runs out of money helps nobody.
“
The 7-Eleven of the internet is still a $100 billion idea. We just need to get the unit economics right before the money runs out.
“
We started delivering hookah and snacks from a storage unit in college. Same idea, different scale.
“
The key insight was owning the inventory. DoorDash does not own the food. We own the chips, the beer, the medicine. That control is our advantage.
“
We raised $3.4 billion because instant delivery felt inevitable. The correction taught us that inevitable does not mean immediately profitable.