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Sora 2 Launch Reactions, DoorDash CEO Live in The Ultradome | Tony Xu, Simon Eskildsen, Patrick O’Shaughnessy, Zach Abrams, Andrew Feldman, Brandon Millman, Stanley Tang, Alex Albert, Arthur Querou

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Sep 30, 2025
Tony Xu, CEO of DoorDash, dives into the company’s latest innovations like the 'Going Out' feature, rapid Dash Mart delivery, and the autonomous DoorDash Dot. Simon Eskildsen shares insights from his Shopify days, focusing on infrastructure and AI integration in e-commerce. Zach Abrams discusses the future of stablecoins with Open Issuance, while Andrew Feldman highlights Cerebras' cutting-edge AI chip technology. Together, they explore the evolving landscapes of local commerce, AI, and digital payments, revealing their strategies for success.
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INSIGHT

Sora 2: Generative Video Meets Social Feed Dynamics

  • Sora 2 showcases how generative video is rapidly approaching high‑quality, memetic short‑form content that teams can use for consumption platforms.
  • Hosts debate ethical, licensing, and feed quality tradeoffs as Sora shifts from a creative tool toward a content platform.
INSIGHT

DoorDash: From Food Delivery To Logistics Platform

  • DoorDash has reinvented itself from restaurant delivery to a multimodal logistics and software platform serving merchants, retailers, ads, and autonomy.
  • Tony Xu argues scale, integration, and reinvesting efficiency into new products create a compounding moat for physical delivery.
ADVICE

De‑Risk Moonshots By Starting From Requirements

  • When building new moonshots, start from the problem requirements and sign real partners before committing huge capital.
  • De-risk big hardware bets by finding product-market milestones you can hit before massive manufacturing spend.
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