1/ When you have clarity of thought, you can have conviction in non-obvious strategies. This is @t_xu’s superpower.

Check out these slides from the @DoorDash Series A pitch deck. 🧵 👇 2/ Everyone thought food delivery was a noisy category. @t_xu saw it differently.

85% of restaurants didn’t deliver, because they couldn’t afford delivery staff and the existing solutions didn’t solve that—they just routed orders. Everyone else was blind to this huge need.

1/ We’ve been busy reviewing @Sequoia Arc applications and are inspired by the ideas shared and the promising future they reflect.

If you’re a founder and haven’t yet applied, there’s still time! The deadline for applications is Sunday, February 5th at 11:59PM PT. 🧵👇 2/ Why Arc? Check out founder testimonials at arc.sequoiacap.com, along with info about our curriculum and what to expect from the experience.

1/ Huge congrats to the @DoorDash team on today’s IPO! As the team celebrates today's milestone, I thought it would be fun to take a walk down memory lane. Here’s a snapshot of the internal memo I published on DoorDash in 2014, just before our Series A partnership. 2/ Customer empathy: @t_xu grew up washing dishes in restaurants where his mother worked while she saved up for med school. He understood the struggles small-business owners face: how hard it is running a restaurant, how thin the margins are, & how little room there is for error.