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DoorDash cofounder and delivery-app executive Xu said on an earnings call on Wednesday that AI is already driving substantial productivity gains inside the company, with “well north of half” of code “probably closer to two-thirds” written with AI assistance. He added that the bigger challenge is translating those gains into changes in workflows and team setup.
Xu said DoorDash is currently deciding how AI-driven productivity should affect team structures and head count. He emphasized that two priorities come before any broader staffing conclusions.
“The top priority for us right now is definitely making sure that we can get all teams onto a single tech stack,” Xu said. “The second priority is to make sure that everyone in the company, not just the engineers, is as AI-capable as anyone else.”
Xu also framed the company’s AI push around customer impact. While DoorDash is “more productive” and “shipping more code,” he said the key question is whether those changes translate into better outcomes for customers.
“We’re being more productive. We’re shipping more code. But the ultimate question I have is, are we actually delivering better outcomes for customers?” he said.
Xu’s comments come as many technology leaders describe AI-led productivity improvements across the sector. Executives have cited figures suggesting that between 50% and 90% of code is now AI-generated, and AI has also been cited as a factor behind layoffs.
In March, Atlassian announced it would cut 1,600 jobs, about 10% of its global workforce. CEO Mike Cannon-Brookes said in a message to employees that it would be “disingenuous” to ignore how AI changes the mix of skills and the number of roles required in certain areas.
On Tuesday, Coinbase CEO Brian Armstrong announced the company would slash 14% of its workforce, or about 700 workers. In a post on X, Armstrong shared an email he said he sent to employees, citing a volatile market and AI changing how people work.
Armstrong said he had observed engineers using AI to “ship in days what used to take a team weeks,” adding that “the pace of what’s possible with a small, focused team has changed dramatically.”
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