Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang
Episode publishedPodcast: No Priors: Artificial Intellig...No Priors: Artificial Intelligence | Technology | Startups
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Hi, listeners. Welcome back to No Priors. Today, I'm here with Andy Fang and Stanley Tang, cofounders at DoorDash. We talk about how DoorDash has been a robotics company for the last eight years, the data advantages of their network, and what all this means for 9,000,000 dashers and 3,000,000,000 deliveries a year. Welcome. Handy, Stanley, thank you so much for being here. Really excited to talk to you about all the crazy stuff DoorDash is doing. I thought we could start with what's going on with agentic commerce at DoorDash. I feel like you have one of the largest rollouts of actually using A
I mean, it started a couple years ago, honestly, in terms of, like, our attempts to try to make a play here. It actually originally, we were bullish on voice as the modality.
And it ended up not being the thing.
That ended up not being the thing, but maybe it's will in the future, but it just that didn't really land. But the thing that was very interesting for us was just this natural conversational experience. And I think, know, what we've seen is just, like, people being able to, like, just, like, naturally just translate what's in their head into this interface versus trying to, like, do some research online and then or try to do some, like, keyword optimization stuff. Like, people just found it easier to search for things, either more nuanced kind of restaurant discovery searches or different task
What are you seeing in terms of behavior change from the user side? Like, do I eat or buy differently?
Yeah. So I would say on the restaurant side, we are seeing people 50% of trajectories of people using Ask DoorDash for restaurants. Restaurants. They're 50% of those trajectories are people ordering from places they've never ordered from before, which is huge because that's one of the hardest metrics historically for DoorDash for us to move, and so that's been big. And then another one is on the grocery side. We're seeing a lot higher basket sizes. Like, I would say, like, 40% larger basket sizes on grocery. And so people are like you know, they'll take a picture of what's in their fridge, and
That's wild. I've never thought of DoorDash as difficult to use, but, like, that suggests there's, like, actually latent demand that wasn't being served because you you it wasn't easy enough to, like, eat at new places.
Correct. Yeah. And I think a lot of people on the restaurant side, it's like people build habits. Mhmm. But I think people also want some diversity in terms of, like, what they're eating. You know? And so we felt like this experience ended up being a natural way to allow people to express that.
Oh, think about the social currency of, like, my friend Andy found a new, like, really good restaurant
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