Speaker unverified: belief

Transcript context

…Can we talk about the future of delivery and how you see it playing out in 10 years time? There's a few different modalities being discussed. There's drone delivery, there's sidewalk robot delivery, and you guys have Dot. I'd love you to talk about Dot. I don't know how much you're doing in drones. Maybe you can talk about that, too. Maybe there's autonomous vehicles, like autonomous cars. People don't talk about that that much, but maybe in the suburbs, it would kind of work. This is what we have at the moment. Just like, what's the mix in 10 years time? Even before we go there, I think the first question might be what might be delivered? Because I think that's actually still not that well understood. Today, yes, DoorDash is probably most known for food, potentially now increasingly groceries and household items. But that is a fraction of the tens of millions of items inside every single city. One of the biggest things that we're going to have to do before we can just fulfill the items, which is what we'll get to, is where are the items, and what are the items? There's tens of millions of items literally inside these cities, whether it's in the US or different countries within Europe, other parts of the world, they're not cataloged. There's no structured data that you can scrape in order to figure that out. I think that's going to be a long journey. Sometimes the inventory is not even close enough, and so you may have to house the inventory so that you can actually bring those goods and even have the right… A lot of what I believe makes for great logistics is you need a great setup. Because if you're always trying to figure it out on the fly, and you're pulling some magic trick out of thin air, and you have to be the hero, that is not a system. That is an exception. I think great logistics or great reliability, they require building systems. You have the catalog, you got maybe the inventory close enough to where people live, now we can talk about the fulfillment. The entirety of that is what you have to build before we can get into the great technologies. The staging of what it is that you're delivering.…

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