@andyfang and our CEO @ypatil125 get into what actually counts as proprietary data. Sometimes it’s obvious, like customer behavior or merchant data. Other times it’s buried in a support agent hearing “happy birthday” and knowing to send a cake. The opportunity is to turn the judgment @DoorDash has accumulated over years of operating into proprietary intelligence it can own, train, and compound.

Sep 2, 2026 · 4:44 PM UTC

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