DoorDash CEO on what counts as proprietary data: judgment buried in support agents
ypatil125 · x · 2026-09-03
In an Applied Compute podcast, DoorDash CEO Tony Xu discusses what truly counts as proprietary data: beyond obvious customer behavior and merchant data, the hidden asset is operational judgment — like a support agent hearing "happy birthday" and knowing to send a cake. The opportunity is turning years of accumulated judgment into proprietary intelligence a company can own, train on, and compound.
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