Minus One

When Tony Xu cofounded DoorDash 13 years ago, he was rejected by more than 100 investors. Today, it’s a $70B+ behemoth dominating the delivery industry. 
Tony joins SPC General Partner Aditya Agarwal to reveal how DoorDash won the delivery war and answer the burning question of whether AI agents pose a threat to his company. He also shares why customer obsession became the company’s guiding principle, the challenges of digitizing the physical world, and how startups today can build competitive advantages in the age of AI. 
Tony Xu: https://www.linkedin.com/in/xutony/ 
Aditya Agarwal: https://www.linkedin.com/in/adityaagarwal3/
South Park Commons: https://www.linkedin.com/company/southparkcommons/

Apply to SPC: https://www.southparkcommons.com/apply
Chapters:
(00:00:00) - Intro
(00:01:00) - Becoming a founder
(00:11:48) - Implementing AI and customer obsession
(00:18:22) - Is AI a threat to DoorDash?
(00:21:29) - Digitizing the physical world
(00:25:31) - Company culture and values
(00:31:33) - Tony’s unpopular business opinion
(00:37:42) - How to stay curious and motivated
(00:39:31) - Preparing children for the new age
(00:42:47) - Audience Q&A

In 2018, Andrew Yang warned that automation would destabilize society by displacing millions of jobs. Eight years later, he says the crisis is no longer hypothetical—"you're already seeing it."
Andrew joins his early mentor, SPC General Partner Mark Jacobstein, and Aditya Agarwal to unpack where we go from here: what UBI looks like in practice, why white-collar workers are more exposed than he originally thought, why tech founders should get more involved in politics (but not necessarily run for office), and why his new company Noble Mobile will pay you to spend less time on your phone.
Andrew Yang: https://www.linkedin.com/in/andrewyangvfa/
Aditya Agarwal: https://www.linkedin.com/in/adityaagarwal3/
Mark Jacobstein: https://www.linkedin.com/in/markjacobstein/
South Park Commons: https://www.linkedin.com/company/southparkcommons/
Apply to SPC: https://www.southparkcommons.com/apply
Chapters:
(00:02:30) - Andrew’s origin story
(00:08:56) - His 2018 AI warning
(00:12:00) - Spotting trends earlier than other people
(00:18:22) - Getting into the political arena rather than sitting on the sidelines
(00:21:56) - The #1 most impactful way to change politics right now
(00:27:19) - Noble Mobile: less doom scrolling, lower monthly bills
(00:34:41) - His updated take on AI job losses and Universal Basic Income
(00:39:09) - Human dignity and meaning in an AI world

"I think the mission basically doesn't matter."
Waseem Daher, CEO of Pilot (and South Park Commons alum), has a contrarian theory about what actually drives startup success—and it's not passion for the problem you're solving. 
Waseem joins General Partner Aditya Agarwal to unpack the real patterns behind building companies: why his "thinking time" after Dropbox was torture, why he believes passion is an output rather than an input, and why the conventional wisdom on hiring and delegation is dangerously wrong. 
Waseem Daher: https://www.linkedin.com/in/wdaher/
Aditya Agarwal: https://www.linkedin.com/in/adityaagarwal3/
South Park Commons: https://www.linkedin.com/company/southparkcommons/
Apply to SPC: https://www.southparkcommons.com/apply

Chapters:
(00:00:37) - Intro
(00:02:57) - Why mission doesn't matter
(00:12:36) - Waseem’s miserable time after Dropbox
(00:16:10) - Testing vs sitting around brainstorming
(00:31:38) - The case for micromanagement
(00:34:05) - How LLMs are changing company creation and scaling
(00:37:42) - The mindset shift that makes startups energizing

What does it feel like to bet your company on AI when everyone's talking about a bubble?Anurag Goel, CEO of Render and former employee #8 at Stripe, joins SPC Partner Jonathan Brebner to share why he's going all-in on AI infrastructure. The SPC alum breaks down the honest debates happening inside his company, why vulnerability builds more trust than the "always confident" founder persona, and how random events (like his wife's grad school decision) led to his early days at Stripe.1. Anurag Goel: https://www.linkedin.com/in/anuragoel/2. Jonathan Brebner: https://www.linkedin.com/in/jonathan-brebner/3. South Park Commons: https://www.linkedin.com/company/southparkcommons/Apply to SPC: https://www.southparkcommons.com/apply0:00:00 Intro0:00:27 How Anurag joined Stripe0:04:30 Silicon Valley “mythmaking”0:07:15 Can founders be vulnerable?0:09:00 His “Minus One” moment after Stripe0:15:45 Killing “good” ideas0:17:50 How Render unlocks developer productivity0:24:00 The AI bubble

Most things Kunal Shah says, turn into quotes that are shared across a cross-section of worlds — whether that is the startup and tech ecosystem, or simply among people looking to better understand human behaviour. 

First with FreeCharge and now with CRED, he has truly traversed a journey of what it means to build for as diverse and complex a market, as India.

On Minus One, he shares why technology works best when it flows with human insight, why the best builders need to relentlessly keep asking “why?”, and what makes people truly aspire for something.

Connect with us here:
1. Kunal Shah- https://www.linkedin.com/in/kunalshah1/ 
2. Prateek Mehta- https://www.linkedin.com/in/prateek-mehta-a571972/ 
3. South Park Commons- https://www.linkedin.com/company/southparkcommons/

Timestamps:

00:00 Trailer
01:17 Introduction
03:47 Philosophy and Sales Shaping Perspectives
06:48 Human Motivation and Product Success
33:56 Key Traits for Startup Success
41:46 Design and Aesthetics Matter
47:26 Innovative Marketing
55:48 Wealth, Health, and Business Success