By treating merchants & dashers the right way, they became allies, not adversaries. Restaurants in particular felt they could trust DoorDash more vs. the competition. From the host at the front desk, to the store GM, to the business owner, they all chose to send business our way.

4. The team is everything

$DASH's greatest advantage is its team and culture. As someone that helped scale the team from 50 --> 2,500, I can attest that the team lives & breathes these values. They're committed to excellence and success.

Tony said it best in the S-1:

- Be customer-obsessed, not competitor-focused
- Get 1% better every day
- Operate at the lowest level of detail
- Dream big, start small
- We are owners

Overall, running a 3 sided marketplace is really, REALLY hard. There is no resting on your laurels. It requires 24/7 focus and world-class execution across every part of the business.

Congrats to the entire $DASH team on this incredible milestone. Onwards & upwards

For more on $DASH, check out our S1 club analysis https://thegeneralist.substack.com/p/doordash-the-value-of-speed

@mariodgabriele @ranjanxroy @cristinagberta @averyklemmer @thenewb @daveambrose @nanduanilal @d_mccar