Overview

• Tony Xu said the autonomy effort dating back to 2017 has been difficult, describing it as filled with “pain and suffering.”
• DoorDash pursues a dual track of partnerships and internal R&D, including Coco Robotics for sidewalk robots and DoorDash Labs for proprietary systems.
• Drone deliveries with Alphabet’s Wing are underway in Australia, and the company has begun securing permits for limited drone activity in select U.S. cities.
• Most deployments remain in testing, with no formal autonomous commercial operations in the United States and no public timetable for scale.
• Leadership framed early progress within a stronger business footing, citing recent M&A activity such as the pending $3.9 billion Deliveroo deal and Q2 gains in orders and revenue.