The high levels of stock-based compensation at DoorDash are detrimental to shareholders and are not aligned with performance.

“The long story short is that Door Dash has substantial stockbased comp that runs at about 9 to 10% of revenues. And that's really not likely to get better soon”

The increasing importance of pets in modern family life creates significant opportunities for niche business ideas.

“the reason I like this space is because people's empathy towards their pets and the importance of pets in people's families is growing like crazy people having less kids they had they got more pets during Co and they're treating these pets like their family members”