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stanley tang

T2 · manager / operator

Co-founder and CPO of DoorDash; leads DoorDash Labs which developed DoorDash Dot (sidewalk robots) and DoorDash Air (drone delivery). Recently secured FAA Part 135 certification for commercial drone operations.

2 calls·1 name·100% bull·last heard 13 days ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$DASHDoorDashposition

DoorDash Air drone delivery launches with FAA certification, targeting suburban speed

Drone delivery unlocks sub-15-minute delivery for coffee and small orders in suburbs — where human dashers are less efficient — and fits into a multimodal logistics platform (drones, sidewalk robots, human drivers) that optimizes each delivery by distance, density, and complexity.

TBPN2026-07→

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recurring themes

2 total
$DASH
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DoorDash
HIGHstanley tang·TBPN·13 days ago
Tang Unveils DoorDash Air Drone Delivery With FAA Part 135 Certification Targeting Suburban Markets
DoorDash secured FAA Part 135 air carrier certification for drone delivery, launching a multimodal logistics platform starting in suburbs where single-family homes enable efficient drop-offs and drones avoid traffic lights.
"we officially got our uh FAA part one 35 certification. So, essentially it's a it's our air carrier certification... we are now officially legal to do drone deliveries commerciall…"
106:50
$DASH
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DoorDash
HIGHstanley tang·TBPN·13 days ago· position
DoorDash Air drone delivery launches with FAA certification, targeting suburban speed
Drone delivery unlocks sub-15-minute delivery for coffee and small orders in suburbs — where human dashers are less efficient — and fits into a multimodal logistics platform (drones, sidewalk robots, human drivers) that optimizes each delivery by distance, density, and complexity.
"most of our deliveries tend to fall between kind of the three to six miles, maybe up to 10 miles. And if you can kind of get a, you know, a coffee delivered in under 15 minutes wh…"
106:52