Tony Xu

“I haven't seen DoorDash say, let's use less token, guys. If I see it from both... from one of the most aggressive founder-led companies out there... then I'll be like, okay, we got ahead of ourselves for real companies.”

“Michael always had a fairly simplistic view of the company, where if three things worked, the business kind of works... Would consumers pay for this product? Would merchants actually work with us and pay us commission? And would Dashers partner with us for a wage that we could afford?”

“One of the things I'll never forget talking to you and Patrick about... you've always had the idea that Stripe is a technology company that happens to be in payments. It's not a payments company.”

“Tony repeatedly returns to retention and frequency of use as the only honest measure of product-market fit — not fundraising, not marketing spend, not app aesthetics.”

“The florist must be so clean that babies would lick them or could lick them... many people actually that I met with have spent over two, three decades of their careers at Chick-fil-A.”

“We said, oh, interesting. Well, okay, we're building a catalog for ourselves, but we ought to be able to help other people too.”

“If we can democratize that and give that to everybody, and then also layer on the DoorDash dataset and actually kind of tell you that John is a regular...”