Conversations - Video - May 2025Back to The Room

DoorDash CEO: Customer Obsession, Surviving Startup Death & Creating A New Market

Tony Xu on building through near-death moments, staying close to the customer, and creating a market instead of chasing one.

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Key Takeaways

  • Customer obsession is a daily operating habit, not a value on a wall.
  • Markets that look crowded from the outside can still be unowned in the details.
  • Survival often comes down to focus when everything else is noise.

Tony Xu walks through the early years of DoorDash — the moments that nearly ended the company, the decisions that kept it alive, and the discipline required to scale without losing the customer at the center.

Full transcript coming soon. For now, watch the conversation above.