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Cheeky Pint
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
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The economics and trends of the restaurant industry, with Tony Xu of DoorDash
DoorDash won by proving retention and frequency before buying growth, with product reliability, service recovery, and scarce-capital discipline establishing an “unfair advantage” before acquisition spending accelerated.Its larger opportunity now spans 3–5x incremental restaurant margins, SevenRooms-powered customer identity, and multimodal delivery, but AI interfaces matter only if DoorDash solves inventory, exceptions, and post-checkout reliability end to end.