Hi, I'm Dan Premack and welcome to Axios Recap.

Today's Friday, February 26th.

Household income is up, AT&T is cutting down its stake in direct TV, and we're talking with DoorDash CEO, Tony Shoe.

Airbnb and DoorDash are very different companies.

One's a platform for getting out of your house, the other is for bringing food to your house.

But in some ways, they're inextricably linked.

For starters, they both went public late last year within 24 hours of each other.

And yesterday both released their first ever quarterly earnings, also within just a few minutes of each other. And yesterday both released their first ever quarterly earnings, also within

just a few minutes of each other. But, and this is more important, they're kind of flip sides

of the same pandemic coin, where the pandemic's eventual end could mean very different things

for each one. So today we're doing something a little bit different. Two episodes, this one speaking with DoorDash CEO Tony Shoe, and another one which you can

also find in your feed talking with Airbnb CEO, Brian Chesky.

As for DoorDash, it saw its business benefit almost immediately from the pandemic.

It became a literal lifeline for people stuck inside their homes,

many of whom had never used meal delivery apps before, and then it expanded to offer other

kinds of delivery, like groceries. It also helped a lot of restaurants survive, giving

them a way to serve customers while dining rooms were closed. DoorDash now believes that all

that customer acquisition will continue

to pay dividends post-pandemic, but acknowledges that some of those 2020 tailwinds may dissipate

once we're all able to eat out again. So we're pleased to be joined now by DoorDash's co-founder

and CEO, Tony Shoe, to talk to us about the future of his company, restaurants, and getting

stuff delivered to our homes.

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