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Speaker unverified: belief

21 Apr 2026 Cheeky Pint The economics and trends of the restaurant industry, with Tony Xu of DoorDash

“I think that's the stage that we're in right now, which is, "We got to figure this out correctly before we can actually scale it.”

— Speaker unverified

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Everything needed to verify it.

Speaker
Speaker unverified
Attribution
Not verified from this transcript
Claim type
belief
Recorded
21 Apr 2026
Publisher
Cheeky Pint

Transcript context

…There's hardware reliability. There's also the maintenance. There's also the regulatory. There are a lot of different components that you actually have to be good at. Then we can talk about the stack required to actually build the inputs to some of these things. For example, there's also understanding how to procure supply when you have sometimes geopolitical tensions or when you have supply chain disruptions. Where do you do assembly versus where do you do construction? Not super obvious answers to some of these questions at times, especially when you have to make these decisions sometimes years out. I think that's the stage that we're in right now, which is, "We got to figure this out correctly before we can actually scale it. " Where do drones fit in, if at all?…

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