Evidence receipt / evaluation
Published · transcript-backedJohn Collison: evaluation
21 Apr 2026 Cheeky Pint The economics and trends of the restaurant industry, with Tony Xu of DoorDash
“As I think back to 2013 and those early days, the iPhone and the apps that were made possible by the iPhone was the defining tech trend of the era.”
Source trail
Everything needed to verify it.
- Speaker
- John Collison
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 21 Apr 2026
- Publisher
- Cheeky Pint
Transcript context
…2013. Okay. As I think back to 2013 and those early days, the iPhone and the apps that were made possible by the iPhone was the defining tech trend of the era. Uber and Lyft in ride-sharing, Instacart, you guys, all of the magic wand apps that made your iPhone useful for bringing things to you and manipulating the wider world. Loads of people were going after food delivery, and way more than are around now. As you look back on that journey from, again, it was really kicked off by the iPhone, in my opinion. Not that there wasn't food delivery before the iPhone, but that really massively increased the market size. As you think about from then to today, why did you guys win? The short answer is we got more customers than other people.…
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