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Show Notes

[00:02:52] - [First question] - The size and scale of DoorDash and the industry today

[00:04:35] - Early growth and business history

[00:08:33] - Unit economics of a DoorDash order

[00:11:37] - Creative ways DoorDash is maintaining margins and driving growth

[00:13:33] - Optimizing delivery operations to minimize overhead

[00:16:45] - White-labeling versus first-party logistics

[00:20:03] - How restaurants maintain their own margins and customers while using DoorDash

[00:23:04] - Overview of their recruitment and labor model for delivery drivers

[00:24:36] - Implications of new legislation treating delivery drivers as employees

[00:27:51] - Positive and negative impacts of DashMart, ghost kitchens, and automation

[00:30:53] - The importance of ghost kitchens and how they work

[00:36:23] - Automation and its role at DoorDash

[00:39:15] - Virtual brands in the restaurant industry

[00:43:18] - Advertising sales models on DoorDash and similar apps

[00:45:20] - What ads look like on these apps

[00:46:22] - How grocery store profits from slotting fees translate to delivery

[00:47:33] - Main takeaways from studying DoorDash as a business