DoorDash started on college campuses rather than in cities, which initially caused Sequoia to pass on the seed round, but this was strategically correct because suburban and college-campus density actually exceeds urban density when examined properly (main streets, university areas), and the suburbs had lower competition than cities.

causalpending

Speaker

Alfred Lin

Evidence Quote

“door Dash sort of Fringe too and when mainstream did they start in like the suburbs or something go started more Fringe than even the suburbs”

Source

Sequoia VC Reveals: The One Trait That Built Airbnb, DoorDash & Zappos— The Knowledge Project Podcast
Created: 8/11/2026, 1:30:28 AM

My Notes

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