Good morning. DoorDash debuted on the Fortune 500 this year (No. 443), clocking in at $8.6 billion in revenue and with its monthly active user base soaring to more than 37 million by the end of 2023. What’s behind that momentum?
“We have three customers: consumers, merchants, and Dashers,” CFO Ravi Inukonda told me. “When we first started, our goal wasn’t to build a food delivery business. The goal was to build a local commerce business.”
