Tony Xu on AI Consumption, Atoms vs. Bits, and the 1% Better Mentality | Ep. 55

Name: Tony Xu on AI Consumption, Atoms vs. Bits, and the 1% Better Mentality | Ep. 55
Uploaded: 2026-07-28T00:00:00.000Z
Duration: 47 min 28 s
Description: DoorDash CEO Tony Xu argues DoorDash wins the “war over atoms” by tying all AI spend to measurable customer outcomes while staying obsessed with 1% daily execution improvements in the messy physical world.

Uncapped | Benchmark Breakfast · 47:28 · Watch on YouTube

DoorDash CEO Tony Xu argues DoorDash wins the “war over atoms” by tying all AI spend to measurable customer outcomes while staying obsessed with 1% daily execution improvements in the messy physical world.

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