We benchmarked Claude Fable on DashBench PR Review (our internal code-review benchmark) Claude Fable had the strongest overall performance: • 62.7% recall (almost double that of Opus 4.8) • 88.7% precision • 73.4% F1 GPT-5.5 had the highest precision at 91.7%. Also, Fable was ~2.5x more expensive per PR. Code review is one of our biggest blockers at DoorDash - excited to see the rapid model progress in making agentic coding superhuman!

WOW! We are floored by the reception we received at our booth today, and our mixer tonight is now at full capacity. We enjoyed sharing DoorDash Dot with all of you today. DoorDash is one of the few co’s in the world building a full L4 autonomy stack in-house 🤖🦾

This new research on US unicorn startups is really interesting. Some key facts from the report: 1. Immigrants founded or cofounded 455 of America’s 775 privately held billion-dollar startups, equal to 59% of all US unicorns. 2. 66% of all US unicorns were founded or cofounded by immigrants or the children of immigrants. 3. 79% of US unicorns have either an immigrant founder or an immigrant in a key leadership role. 4. The 455 immigrant-founded US unicorns have a combined valuation of $5 trillion. 5. That $5 trillion valuation is larger than the total stock-market value of companies listed in all but 7 countries. 6. Including immigrant-founded unicorns that went public since 2016 pushes the total value above $5.8 trillion. 7. The number of immigrant-founded US unicorns rose from 50 in 2018 to 455 in 2026. 8. 24% of US unicorns have a founder who first came to America as an international student.

We ran out of whiteboard space and are on the walls @AIatDoorDash Come push the frontier with us - we’re looking for summer and fall research fellows. Any education or experience level, unlimited compute, mentorship from senior researchers, and full publication support a very generous stipend.

To best support its merchants, @DoorDash is building an intelligence system with a suite of AI agents. From @andyfang:

At DoorDash Labs, we're building a ground up-vehicle for autonomous deliveries, developing a logistics system using the latest tools in AI and deep learning. These are some of the people making sure Dot is ready for the road.

Today, @TIME named DoorDash one of the 10 Most Influential Companies in Retail as part of this year’s #TIME100 Companies list. What started as a mission to empower local economies has grown into: 🌏40 countries around the world 📦 500,000 products available in under an hour across the average U.S. consumer 📍 10B deliveries completed From AI-powered merchant tools like SmartScale, to our delivery robot Dot, to the Autonomous Delivery Platform that optimizes delivery methods across all orders, we’re developing technology to level the playing field so local retailers can compete and thrive. We’re building the infrastructure for the future of local commerce, expanding access to the products consumers need and the local businesses that power our communities. time.com/article/2026/04/28/…

DoorDash, one of the world's largest local commerce platforms, is building stablecoin-powered payment infrastructure on Tempo for its marketplace of merchants and Dashers across 40 countries. Hear from @andyfang, co-founder of @DoorDash on why:

I feel bad dunking on them so much but it's genuinely absurd how bad the new Claude Code desktop app is. You can feel the vibe code leaking everywhere. Every "feature" is barely integrated and full of edge cases that weren't considered. Every menu feels barren, stuffed in last second for some random toggle. Every hotkey breaks as soon as you try to do anything else. I've lost track of how many bugs I've encountered. I found at least 40 in under an hour. And it's all truly absurd arcane shit. Stuff like voice mode typing in all input boxes instead of just the one you have focused. Any one of these issues would have been enough for me to do a massive post-mortem and likely fire someone. A $400b company shipping this is absurd. I feel like I'm going mad. How does anyone seriously use this?? It is broken on fundamental levels that are hard to comprehend. How are we supposed to trust the code these models produce if Anthropic's official showcases are absolute slop? Dedicated video on this coming tomorrow. Just needed to get this off my chest.

HAPPENING NOW... 👀🍟💰

In 2014, DoorDash ran on a guy named Steve. Every dasher shared their location with him on Find My Friends. Order comes in, Steve finds the closest one, texts them. It worked until it didn't. We sat next to him and turned that manual process into software. Steve went on to build and lead our support org. I've spent the last year watching the same pattern play out across every industry. Smart people manually holding critical workflows together because their systems haven't kept up. AI helps, but mostly as an assistant - it makes you faster, it doesn't take work off your plate. That's what we’re building at @conveyAI. Digital teammates that operators train themselves, that run autonomously, and that fully own a process end to end. Today we're out of stealth. Grateful to NBC Universal, Samsara, Faire, TelevisaUnivision, Unity and our other customers who bet on us early. The era of asking your best people to manually run critical business processes is over. The future belongs to the 100x operator.

My conversation with Tony Xu (@t_xu), co-founder & CEO of @DoorDash. 0:00 DoorDash MVP in 43 Minutes 1:39 How Delivery Worked in 2013 3:17 Small Business Roots and Insight 5:48 Why Restaurants First 8:24 Palo Alto vs San Francisco 11:03 Early Customers and Unit Economics 15:22 YC Summer Three Questions 19:50 The Hidden Complexity of Delivery 22:02 Competing on Invisible Details 23:54 Chaos Data and Experiment Loops 30:58 Trust Reset Every Day 31:30 Stanford Game Meltdown and Refunds 34:41 Scaling Through Experiments 37:37 Customer North Star Metrics 40:10 CEO Customer Support Habit 42:55 Anecdotes Versus Data 46:52 Eternal Mission Local Economies 50:09 Turning Data Into Merchant Growth 59:12 New Products Beyond Delivery 1:01:14 Autonomous Delivery Strategy 1:05:06 Hiring Rhodes Scholar Navy SEALs 1:12:46 Driver Switch Experiment 1:13:42 Who Delivers and Why 1:15:33 Hiring for Action 1:18:07 Earned Secrets via Experiments 1:20:01 Money vs Problem Solving 1:21:18 Thousand Days of Hell 1:26:04 Staying Sane as CEO 1:30:07 Ignore the Stock Price 1:31:44 Two Operating Systems 1:35:17 Internal Venture Stage Gates 1:38:17 Learning from Founder Peers 1:42:29 Jiu Jitsu Lessons 1:44:37 AI Changes the Loop 1:47:01 Data Needs Action 1:48:24 Closing Thoughts Includes paid partnerships.