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E21 w/ Dan Teran (Managed by Q & Gutter) the on-demand economy hype cycle history (2010-2016)

Second Time Founders

CHAPTER

DoorDash

The DoorDash founders were unusually strong on their numbers. They understood their numbers the way that, and my memory of the best company that understands their numbers is from Silicon Valley. And with almost no margin on top of the object, like DoorDash had the founders had that level of sophistication on the numbers side. I definitely did not know my business to that degree. Kevin, I don't know, but I'm going to argue that you didn't either and most on demand founders didn't at all.

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