Tony and I have explored bringing Instacart and DoorDash together on and off over the years. We kept coming back to it because the industrial logic has always been clear. Customers have 21 meals a week to figure out. Groceries and restaurant delivery each solve part of that problem. Serving customers well means bringing together the best of both. As the biggest companies in the world move deeper into this market, retailers and restaurants need the technology and service to compete. They shouldn’t have to become technology companies themselves to stand a chance. Bringing Instacart and DoorDash together can give them a stronger partner in that fight. For shoppers and Dashers, the opportunity is equally straightforward: less time waiting between orders, more time earning. I’m incredibly proud of what we built at Instacart and grateful to everyone who helped make it possible. Tony is an extraordinary entrepreneur and leader. I’m excited for Instacart to be part of a founder-led company again, and I can’t wait to see what these two teams build together. @t_xu @DoorDash @Instacart

we will start benchmarking companies by their revenue generated per token ($/token) in the same way industrial companies look at $/kwh. not saying that other costs (labor etc) won't exist, they will just be a much smaller fraction.