Scaling autonomous delivery requires solving three problems in sequence: first autonomy (now solvable), then operations and fleet management, then hardware manufacturing — and DoorDash is uniquely positioned to tackle all three because of its operational scale.

35:26Phoenix for over two years now. Uh, I mean, we went fully autonomous L4 last year. Uh, I mean it's it's like we I think that was a super exciting milestone and and really it's just a matter of like how do you take this from again it's like originally it was just couple robots 10 robots to 100 again it's just like we got to make that hill climb of like how do you how do you

35:49scale this whether and I think it's really three three components is can we get the autonomy to scale 5 years ago the question was like was autonomy even possible like was this was this just a research project is this a science fiction um you see kind of Now with especially with AI like Whimo's kind of made that breakthrough. I think Tesla's starting to make that breakthrough. We

36:07made that breakthrough last year. Um like our entire autonomy stack is built inhouse but purpose built for for delivery which is again it's it's a little bit different. You can't it's not just copy. I think this is the other thing people miss is you don't you can't just copy and paste what Whimo's done and then plop it into the door dash dot and everything works. It's it's again

36:27it's the use case is a little bit different. This is a bike lane profile vehicle, but is that's constantly navigating between the road and the sidewalks. Uh, as far as I know, this is like there's nothing else like this in the world. Uh, besides that even behaves like Door Dash dot. Uh, but we kind of built it because we kind of built it uniquely to our use case. So autonomy is

36:51definitely bit one piece like how do you keep scaling um across not just Phoenix but want to bring to Bay Area more cities you know that I'm sure we're going to run into more more and more edge cases. Um but the funny thing is like the autonomy is probably increasingly becoming less and less of a constraint of of a blocker. It's really like now how do you it's really more the

37:12next two which is um the second is like operational like how do you scale operations restaurants behave in in Phoenix look different than restaurants in in San Francisco versus like you know London versus Helsinki how do you adapt to all these different integrations how do you >> so it's the interface layer and then like the fleet management of it >> interface and fleet management and then the last piece is is is hardware like

37:38how and it's kind Funny. It's like when we first started like 5 years ago, like everyone thought hardware was a commodity and now it's starting to look like hardware is starting to become bottom. Like it's like we hand built the first 100 robots ourselves and which is not an issue. But then okay, the next thousand or 10,000. Well, we're going to have to now we're starting thinking out

37:58things like supply chain and like like component reliability like it's it's like it's like these things has to last for a really long time. Uh it's like how you think about um it's it's it's like it's it's >> and you're not guessing because you can actually tell how long it needs to last and how it's doing in the field. >> Exactly. Right. manufacturing like it's like it's like learning