Tony Xu ties AI spend to measurable outcomes: "well north of half of our code, probably closer to two-thirds, is written by AI today." Achieved 35-50% faster merchant onboarding through AI. In 2026, House committees investigated DoorDash for using China-based Moonshot AI's Kimi K2.6 model, demanding disclosure of all Chinese AI models and security records. DoorDash acknowledges AI "presents emerging ethical and regulatory issues" requiring significant compliance resources.
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Tony Xu
DoorDash CEO Tony Xu argues flexibility is "incompatible with being an employee." When asked why, "falls back on 'what Dashers want' without lending much gravity to dissent from politicians, courts or certain Dashers." Claimed average Dasher makes $22/hour including idle time but admitted he did not know typical Dasher overhead costs (fuel, vehicle depreciation). Championed Proposition 22 which kept California gig workers as contractors.
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Tony Xu — Worker Treatment: OPPOSED DoorDash CEO Tony Xu argues flexibility is "incompatible with being an employee." When asked why, "falls back on 'what Dashers want' without lending much gravity to dissent from… https://reciepts.tech/stance/1616
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See all →On February 2026 earnings call, Xu responded to AI agents competition: "We're going to be the best place to solve the end-to-end job for customers. AI agents may handle the first few steps of food delivery, but DoorDash can orchestrate the whole thing." Focus on pragmatic business outcomes over political positioning. Wants "everyone in the company, not just engineers, to be as AI capable as anyone else."