00:00The real terms parameters for deployment, which cities, how many deliveries, when?
00:08So we have been focusing on the greater Phoenix area, and that's our focus for this year.
00:15We are hoping to address about 1.5 million customers by the end of this year.
00:20And then, you know, as we progress, we'll see what happens.
00:23Dot likes to travel, though, so hopefully we can expand to more cities.
00:27Team, let's bring up some pictures of Dot again.
00:30I mean, to me, Yashu, this looks kind of the design like a bit like a stroller or a pram, as we might have said in the United Kingdom.
00:40Could you just talk us through the design of it and how this is what you arrived at?
00:46Sure. So there were three sort of key pillars for us when we looked into the design of Dot.
00:52The first one was product market fit.
00:54So we wanted to make sure that Dot would have the right cargo capacity and the payload that it can carry up to 30 pounds fits a vast amount of the DoorDash deliveries that we do today.
01:08The other big part was it had to be going at speeds that allowed us to do a big chunk of deliveries in the three to five mile range.
01:17And that's why the design point was it needs to be able to go on bike lanes, on roads, on sidewalks.
01:25But the other key part is the pickup and drop off for deliveries, which makes it very different from RideHale.
01:31And one of the key feedbacks we had gotten from merchants was it is absolutely imperative to have the robot come as close as possible to the merchant right next to the doorstep, which is what Dot does.
01:44And so that was a key design feature, was that it could go on sidewalks and be sort of narrow enough to navigate sidewalks pretty well.
01:52That what, Ashu, currently isn't on the market because you were already using Cocoa Robotics, backed by Sam Altman.
01:58There are others on the market.
01:59Is it just the speed, the pace that they can't meet?
02:02Yeah.
02:02So we actually also announced the key product called the Autonomous Delivery Platform, which we actually, in which all our partners, including Cocoa and our drone partners and other robots, including Dot, can participate.
02:17And the idea is that as the demand for delivery is growing, we have an all of the above approach, which is there'll be dashers, there'll be drones, there'll be Dot.
02:28And so we are looking to work with all of our partners to enable this different modalities.
02:34So we believe the future will be multimodal for our delivery.
02:37And this is the first step towards that.
02:39I cycle every day.
02:41I navigate dashes.
02:43How will, how many dashes will I be navigating in the future?
02:46Is this going to replace careers in the longer term?
02:48How much of a percentage do you want delivered by Dot?
02:52Well, we don't look at this as a percentage.
02:54We look at it as just a growing pie.
02:56So if you think about the, just over the last few years, DoorDash, the demand for delivery has been growing significantly year over year.
03:03So we think of this as, like I said before, it's just going to be multimodal.
03:08There are going to be many, many different forms of delivery.
03:11And you look at the range of deliveries we do.
03:14If you just look back to even five years ago, we were doing mostly restaurants.
03:17Now DoorDash does groceries.
03:20It does household items like, you know, toothpaste or diapers, even home electronics.
03:24You can buy a complete laptop on DoorDash and have it delivered to your doorstep.
03:28So we expect all kinds of deliveries to be happening on our platform.
03:32And this ADP that we announced yesterday is the first step towards that.
03:37Ashu, who is going to manufacture Dot?
03:39What and where will they manufacture Dot?
03:43So at this point, we are, you know, going through that process of figuring out all of the pieces of where the manufacturing is going to be and where, you know, all the components, etc.
03:53So it's not decided?
03:54It's still being discussed internally as to how we will end up doing this.
04:00Is the aim to have it largely U.S. made?
04:04So we, you know, the technology that we have developed here is all built here in the U.S., in DoorDash labs.
04:11So it's pretty much purpose-built, homegrown robot, you know, and it uses a state-of-the-art technology, again, developed by the engineers at DoorDash.
04:20It is a fully L4 autonomous system.
04:23So it, you know, as you can see, navigates through all of the various situations it can encounter, whether it is pedestrians or cars.
04:31And, again, going up on sidewalks, going up to your doorsteps, lots of pedestrian and what are called VRUs, vulnerable road users, which means kids, pets, and so on.
04:40So all of that technology was developed at DoorDash labs.
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