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Published · transcript-backed

David Rosenthal: uncertainty

10 Dec 2020 Acquired DoorDash

“With DoorDash, if you're opening it multiple times a week and interacting with it, I don't know, it still stretched, it's not what they're doing today but I think there's a good chance that they can add more just in the same way that Amazon was the book company when they started.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
uncertainty
Recorded
10 Dec 2020
Publisher
Acquired
Episode
DoorDash

Transcript context

…Dream of Airbnb trips, the products that none of us ever used. Exactly, experiences, places, reservations, all this stuff, I think that could be that that's just nobody wants that, it's just a bad product idea. More likely, they want to look at Meituan and I'm like oh, wow, that all lives on Meituan now. I think the issue was with Airbnb, you didn't interact with Airbnb every day. You interacted with Airbnb very and frequently for a travel use case. With DoorDash, if you're opening it multiple times a week and interacting with it, I don't know, it still stretched, it's not what they're doing today but I think there's a good chance that they can add more just in the same way that Amazon was the book company when they started. Very fair. This will certainly be a fun one to watch evolve.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

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