DoorDash, every mention
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every year anyone Harry Stebbings 142Tony Xu 18Miki Kuusi 8Alexis Ohanian 6Ryan Petersen 5Jason Lemkin 5Dominik Richter 5Alfred Lin 5Sarah Tavel 4Keith Rabois 4
Verbatim, from the transcripts: the passages where DoorDash comes up
Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
- ▶ 8:00 Andrew Macdonald (Mac) So now you start using Uber Eats instead of DoorDash or Deliveroo.
- ▶ 1:00:39 Andrew Macdonald (Mac) Like, DoorDash is an excellent company. 3 times in the scene
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 1:00:28 Nikesh Arora You know, why would I not have my agent talk to my DoorDash app or Uber app?
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 1:00:10 Harry Stebbings Did you see today, uh, the co-founder of DoorDash, um, announced that they were moving and getting it up now?
Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
- ▶ 1:06:36 Ryan Petersen And it was a newspaper, I mean, Bloomberg's not a print, but it was a, it was front lead of the story that Flexport, we used DoorDash to do the delivery. 5 times in the scene
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum · 20VC with Harry Stebbings
- ▶ 7:11 Andrew Dudum And when I look at the team over at that, that Tony's built at DoorDash, you know, that team is, is an operating machine and they're huge, right?
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 5:51 Harry Stebbings Dude, I don't think DoorDash had great gross margins for the first few years either. 8 times in the scene
- ▶ 7:21 Harry Stebbings The skill of operators to work both in a physical and in a software-based environment now with DoorDash.
- ▶ 11:09 Gokul Rajaram That's classic DoorDash. 2 times in the scene
- ▶ 1:01:58 Gokul Rajaram I think people who met Tony at DoorDash and many of the other folks who are fundraising at the same time, they always felt Tony had a deeper understanding of the same market than others globally.
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 24:19 unnamed speaker Is AI going to replace DoorDash? 3 times in the scene
- ▶ 26:02 unnamed speaker DoorDash, right? 10 times in the scene
- ▶ 45:21 Jason Lemkin DoorDash being disrupted by, by, uh, base 44 next week is dumb, but God, this acceleration, it's, it's just, it's hard to, it's, it's, it's so fast.
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 1:02:38 Harry Stebbings If you're including a DoorDash, then I can get, I can get on board with that.
Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
- ▶ 17:48 Harry Stebbings If you look at a DoorDash, shit margins for years.
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 4:56 David George Um, I never would have expected in the last wave that companies like Salesforce would be worth two hundred thirty billion dollars or ServiceNow would be worth one hundred seventy five billion dollars or CrowdStrike, one hundred thirty…
- ▶ 47:26 David George Um, you know, DoorDash, DoorDash, it's 700.
Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud · 20VC with Harry Stebbings
- ▶ 3:51 Tarek Mansour Like, and we've seen this a bit like with DoorDash and Uber Eats, right? 2 times in the scene
20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
- ▶ 18:17 Max Altman If we can even get two or three percent of the next DoorDash or Airbnb, we're in great shape.
- ▶ 27:09 Max Altman And, by the way, feel free to talk to any of these people about their experience working with Sequoia, and it was like the Collisons, it was like, you know, Dylan at Field, it was the guys at DoorDash, and I'm like, dude, I'm not gonna win…
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 3:17 Everett Randle And so she'll look at a door dash model. 2 times in the scene
Deel CEO, Alex Bouaziz on Raising $300M+ at a $17BN Valuation · 20VC with Harry Stebbings
- ▶ 1:11:55 Alex Bouaziz Same thing for DoorDash and others.
20Product: Why Most CPOs are Bad | Why You Do Not Need PMs in a World of AI | Why the Design Stage is Dead and How to Use Vibe Coding to Replace It | The Three Roles All Founders End Up Firing on Repeat with Jason James @ Tezi
- ▶ 43:59 Harry Stebbings It's a commonly suggested thing, and I'm in the UK, so forgive me for this, that DoorDash beat Instacart. 4 times in the scene
20Product: Should We Kill the PM Role Entirely | How Does Product Design Change Most in a World of AI | How Do Monzo Build Product Today: What Works, What Does Not | Why Most Product Sucks and What Makes Truly Great Product
- ▶ 34:35 Fernando Fanton Yeah, I love the DoorDash angle, which is a bit what took into Rappi a few years ago, right?
Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings
- ▶ 37:58 Vlad Tenev Okay, not everyone needs an armored truck going to their house, and that's quite expensive, but everyone gets a DoorDash or a Deliveroo like you have here, right?
GetYourGuide CEO & Founder, Johannes Reck: The Wild Story Raising $450M From Masa and Softbank · 20VC with Harry Stebbings
- ▶ 32:09 Johannes Reck I think that group of people, um, which was doing marketplace investments at the time out of San Francisco, they invested in DoorDash, they invested in Get Your Guide.
20VC Exclusive: Mercury Founder Launches First $26M Fund with Immad Akhund · 20VC with Harry Stebbings
- ▶ 3:10 Immad Akhund Uh, Rappi is like a door dash for LADAM.
Benchmark vs a16z: Why Stage Specific Firms Win · 20VC with Harry Stebbings
- ▶ 1:11:44 Jason Lemkin I think I'd rather be seven rooms, which Jordache just bought for 1.2 billion. 4 times in the scene
Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings
- ▶ 2:12 Bucky Moore And that if you look back five or seven years ago, we would be talking about companies like Databricks or Snowflake or, or even DoorDash on the consumer side as sort of the, the hallmarks of venture success.
20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
- ▶ 6:30 Richard Socher If you do service for DoorDash or something, like you don't need a PhD to answer service questions.
- ▶ 13:25 Richard Socher Going to Yelp for a restaurant review and then going to, if they really care about the weather because they are into flying sports or something, going to a specific weather app like Windy, then they go to a specific app like Uber Eats to…
20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak
- ▶ 15:21 Aatish Nayak Like I started the e-commerce team at scale where we were labeling e-commerce data, like from, uh, Meta, from Instacart, from DoorDash.
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
- ▶ 40:10 Harry Stebbings When you look at, as we said, your Ubers, your, uh, DoorDash. 2 times in the scene
Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings
- ▶ 30:07 Harry Stebbings But like an Uber, say, or a DoorDash or an Instagram are very cash-consumptive businesses versus a,
Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race · 20VC with Harry Stebbings
- ▶ 0:43 Harry Stebbings Do you see DoorDash and Uber Eats as your biggest competitor today?
- ▶ 51:03 Harry Stebbings Do you see DoorDash and do you see Uber Eats as your biggest competitors today? 3 times in the scene
Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- ▶ 58:23 Harry Stebbings Like your DoorDash to the world, like your Uber. 2 times in the scene
Maria Angelidou:Product Lessons Leading Facebook App Monetisation Team to Billions in Revenue |E1210 · 20VC with Harry Stebbings
- ▶ 52:20 Maria Angelidou Like, it positioned them much better in restaurant delivery against players like, you know, um, DoorDash.
Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
- ▶ 53:03 Bret Taylor And then you have the mobile native experiences like WhatsApp door dash, you know, Uber,
Mike Hudack: How Facebook, Monzo and Deliveroo Build Great Products | E1201 · 20VC with Harry Stebbings
- ▶ 27:18 Mike Hudack Uh, I'm not sure that, you know, Deliveroo, or I assume, you know, Uber is like this, or, or DoorDash, you know.
Scott Gorlick: How Uber Acquired 1M Drivers & The Uber’s Expansion Playbook | E1196 · 20VC with Harry Stebbings
- ▶ 33:19 Scott Gorlick In, when we launched Eats, it was growing really fast, but if you look at DoorDash versus Eats in the US, the market share is pretty pronounced. 3 times in the scene
- ▶ 37:33 Harry Stebbings Why did Uber Eats lose to DoorDash? 2 times in the scene
Alexis Ohanian: The Full P&L Breakdown of the World's Most Valuable Women's Sports Team | E1187 · 20VC with Harry Stebbings
- ▶ 18:10 Alexis Ohanian And she's, she's meant, she's given the update and she's like, we're talking to DoorDash. 5 times in the scene
- ▶ 25:17 Alexis Ohanian So you need a top-tier brand like DoorDash and a seven-figure brand deal to then show everyone else in the league, hey, you all can be charging more sponsor money.
David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
- ▶ 48:00 David Cahn When I called the customers on Marketa, you call DoorDash, Instacart, Square, those were kind of the big customers.
- ▶ 54:54 David Cahn You're sitting next to people who did these incredible investments, DoorDash, Instagram,
- ▶ 1:06:32 David Cahn I hope that I can imbibe a lot of information from people and I'm going to work hard every day because every day I know every founder I meet, this could be the company that is the, the, my YouTube, my Instagram, my Airbnb, my DoorDash.
- ▶ 1:11:53 David Cahn Is this going to be DoorDash?
Pedro Franceschi: What Brex Needs to do to be a Public Company | E1178 · 20VC with Harry Stebbings
- ▶ 19:06 Pedro Franceschi DoorDash, like Coinbase, like Robinhood, you know, like all these large enterprise customers that would not have traditionally come to Brex, but because we were so obsessed over, like, making the bottleneck faster and making the…
Bastian Lehmann: How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN | E1137 · 20VC with Harry Stebbings
- ▶ 13:23 Bastian Lehmann Uh, was profitable for us, and I know that the same thing was also true for DoorDash.
- ▶ 16:53 Bastian Lehmann And with DoorDash being the, clearly the market leader, um, in most of the U.S., but not in, uh, California and certain regions that
Mario Schlosser: "How to Deal with a 94% Decline in Market Cap" | E1136 · 20VC with Harry Stebbings
- ▶ 25:00 Mario Schlosser That period of 21, when crypto was still riding high, when companies were still going public, like DoorDash came after us, for example, they were all still,
Keith Rabois on Rejoining Khosla Ventures | E1102 · 20VC with Harry Stebbings
- ▶ 43:52 Keith Rabois So, you know, let's say I need a seed for DoorDash, and the series A, pro rata, that's easy, not, not difficult, but then C, D, E, you know, at different prices, or Opendoor, 400,000,500 1,000,600 million, do you do these rounds?
Dominik Richter: You Only Have Two Options With VC Funding | E1089 · 20VC with Harry Stebbings
- ▶ 59:12 Dominik Richter I think, you know, um, indirect competitors, like, um, in the, in the wider food space, I think DoorDash has done an amazing job. 5 times in the scene
Keith Rabois & Mike Shebat: Creating an Olympian Mindset to Work Ethic| E1087 · 20VC with Harry Stebbings
- ▶ 25:39 Mike Shebat I'm like interviewing every single person that joins our company because I'm even like, uh, letting up door dash orders because I want people to be able to focus on their jobs.
- ▶ 40:52 Keith Rabois You know, I'm talking about Dolly and Tony at DoorDash, Taylor Francis, like these people invested very consciously early in their career, putting themselves in a position to be challenged, to learn as much as possible, and then double…
- ▶ 50:25 Mike Shebat He's been around the table with countless successful companies, like you mentioned, like Airbnb, DoorDash, a lot of them very operational, similar to Traba, Fair, Ramp, plenty of them.
- ▶ 53:34 Keith Rabois That would be catastrophic to DoorDash.
- ▶ 54:27 Mike Shebat So on, on Uber eats and door dash, people want different cuisine types.
Miles Grimshaw: The 5 Pillars of Venture Capital & Why Co-Pilot is an Incumbent Strategy | E1061 · 20VC with Harry Stebbings
- ▶ 1:04:10 Miles Grimshaw So things like Uber and DoorDash, you might also argue if you want to get really specific that gaming did get really unlocked by mobile.
Brian Balfour: Startup Growth Secrets from HubSpot; Distribution Stratagies; Impact of AI | E1049 · 20VC with Harry Stebbings
- ▶ 1:09:15 Brian Balfour I think DoorDash is probably another one where they had to frickin' work for it, uh, and they took on some people who had advantages that they did not have, like Uber Eats and, and other ones. 2 times in the scene
Ilir Sela: How I Founded Slice Pizza & Became One of Macedonia’s Largest Employers | E1044 · 20VC with Harry Stebbings
Lauryn Isford: Product Growth Secrets from Facebook, Airtable, BlueBottle, Dropbox & Notion | E1037 · 20VC with Harry Stebbings
- ▶ 16:38 Harry Stebbings You know, with Uber or with any DoorDash, it's like clicking, it's like,
Chris Paik: How I Raised $400M; Substack's Broken Business Model; Music on TikTok vs IG | E1011 · 20VC with Harry Stebbings
- ▶ 30:56 Chris Paik Um, bring me back to, like, the, I, I will say, like, the genius behind Instacart and DoorDash and other companies like that is that they, 2 times in the scene
Vince Hankes: Why We Put $300M into OpenAI; Sam Altman's Pitch; Lessons from Josh Kushner | E1009 · 20VC with Harry Stebbings
- ▶ 28:22 Vince Hankes The answer was you put a computer in everyone's pocket and DoorDash and Uber came out of that because there's geolocation, the ability to have connectivity.
Dara Khosrowshahi: How I Became CEO of Uber; Uber Eats vs DoorDash; The Postmates Acquisition | E994 · 20VC with Harry Stebbings
- ▶ 17:16 Harry Stebbings Um, so when you mentioned Uber Eats there, and, um, again, I'm not a journalist, and so this is very un-British of me and very unlike me, but your friend asked, Uber Eats, why does Dara think you lost the lead to DoorDash, and what would… 5 times in the scene
Tom Loverro: The Ultimate Startup Survival Guide for 2023 | 20VC #977 · 20VC with Harry Stebbings
- ▶ 39:05 Harry Stebbings This is the case for DoorDash, Instacart, I'm sure Masterclass in your portfolio, I'm making assumptions, but I'm sure where
a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
- ▶ 51:24 Jeff Jordan You know, the biggest miss I think was I had an opportunity to do DoorDash early and, um, I, I loved Tony as a founder. 4 times in the scene
ZoomInfo CEO Henry Schuck: Sales Cycle Elongation; Gratitude Journaling; Sales Layoffs | E964 · 20VC with Harry Stebbings
- ▶ 18:59 Harry Stebbings And, you know, Mickey from Vault, this very famous European company that sold to DoorDash for eight billion last year, said, bullshit, you don't need safety.
20VC Special: How To Fundraise Like a Pro: How to Size and Price a Round, How to Create FOMO and Urgency in a Fundraise, How to Structure Angel Allocations, The 7 Deadly Sins of Fundraising Decks, The 3 Signs a Potential Investor is Bad News
- ▶ 3:51 Harry Stebbings Volt sold in twenty-twenty-one for a reported seven billion dollars to DoorDash, making a monster return for those investors.
Miki Kuusi: How I Scaled Wolt to $8B; Why I Sold to DoorDash | 20VC #953 · 20VC with Harry Stebbings
- ▶ 51:06 Miki Kuusi So that's like a saying that, uh, rings with me from that time is again, actually super self-founder and CEO of Ilka has been a good friend and a mentor, and he was on, on our board for many years up until the DoorDash transaction.
- ▶ 57:01 Miki Kuusi And to be frank with, even with DoorDash, like I'd sold secondary over the years.
- ▶ 1:02:00 Miki Kuusi Um, like, uh, seed extension round back in 2015, I was like, fuck, like, you know, we're so underfunded, like, you know, we need to get more financing, and we raised the ten million round of financing, still so underfunded, we raised a… 4 times in the scene
- ▶ 1:14:02 Miki Kuusi Like, you know, man, I'm, you know, on the executive team of a stock listed US company. 2 times in the scene
Semil Shah: Lessons Learned Scaling from a $1M to a $50M Fund | 20VC #951 · 20VC with Harry Stebbings
- ▶ 1:18:43 Semil Shah That fund had, um, Instacart, DoorDash, HashiCorp.
Emil Michael: How I Negotiated the $4B Uber-China Deal, Why DoorDash Caught Up to Uber | 20VC #941 · 20VC with Harry Stebbings
- ▶ 46:03 Emil Michael Um, is lost in food delivery to, um, DoorDash big. 4 times in the scene
Peter Singlehurst: The Most Powerful Investor You've Never Heard of | 20VC #907 · 20VC with Harry Stebbings
- ▶ 46:04 Peter Singlehurst I mean, one of the ones we really missed was DoorDash. 3 times in the scene
Daniel Yanisse: Biggest Mistakes Founders Make in the Hiring Process | 20VC #903 · 20VC with Harry Stebbings
- ▶ 29:42 Daniel Yanisse So, 2019, you know, was, was, was starting to get some business, um, headwinds because we grew very fast in the gig economy and with tech customers and those companies like, you know, Uber, DoorDash and others went public at those days and…
Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings
- ▶ 3:45 Usman Gul So just before I get into emerging markets, you know, what, uh, before starting Airlift, I spent a few years at DoorDash and their headquarters in San Francisco as part of the early team, but the biggest learnings for logistics, uh,…
- ▶ 13:22 Usman Gul And if you look at the group here, right, like my former experience was at DoorDash.
Keith Rabois: The End of Woke Capitalism; Time Allocation Tips; Silicon Valley vs Miami | 20VC #891 · 20VC with Harry Stebbings
- ▶ 34:14 Keith Rabois Think like Airbnb, DoorDash, you know, Fair, Stripe, whatever else.
20 Growth: Why Retention Defines Product Market Fit, What is Good Retention Levels Today, The Most Counterintuitive Elements of Product and Growth & Why So Many Startups Mess Up Hiring For Growth Teams with Brian Hale, Head of Consumer Product & Growth @
- ▶ 0:17 Harry Stebbings Brian is Vice President of Consumer Product and Growth at DoorDash. 2 times in the scene
- ▶ 2:26 Harry Stebbings But that is enough from me, so now I'm so excited to hand over to the one and only Brian Hale at DoorDash.
- ▶ 3:09 Harry Stebbings Powerful growth orgs with the likes of Facebook, and now obviously most recently with DoorDash. 3 times in the scene
- ▶ 17:18 Brian Hale And people are like, if they're using an app like DoorDash, they're hungry.
- ▶ 35:35 Brian Hale I mean, look at these companies like a Facebook or a Google or a DoorDash, like they become important. 2 times in the scene
20VC: David Friedberg on The Framework for Business Value Creation, The Bifurcation in Venture Today That No One Talks About, The Impact of Interest Rate Hikes on Venture and Step by Step; How TPB Incubates, Funds and Exits The Next Generation of Companie
- ▶ 5:54 David Friedberg DoorDash.
- ▶ 11:36 Harry Stebbings And what I mean by that is a business like DoorDash, when you're investing early, you have to project out a long way before you see that gross margin, before you see the benefits of scale, and the economies of scale that come with it. 6 times in the scene
- ▶ 23:27 David Friedberg And I think it's for this very point, you know, a lot of the companies that Sequoia has invested in tremendous, incredible businesses like DoorDash and others, right?
20VC: Faire's Max Rhodes on Three Steps To Hire the Best Candidates, Why Every Company Should Have a Strategy Doc and How To Do It & The Art of Referencing; How to Get the Most Out of Every Reference
- ▶ 0:42 Harry Stebbings As I said, Ravi and Anu, but then also Kirsten at Forerunner, Gokul at DoorDash, and Anouk at Durable.
Chris Sacca's True Unfiltered Opinion on Facebook and Softbank | Full Interview · 20VC with Harry Stebbings
- ▶ 1:18:05 unnamed speaker But then immediately after that deal, they went and put a half a billion dollars into DoorDash. 4 times in the scene
20VC: Deliveroo Founder Will Shu on The IPO This Year, The Rise of Quick Commerce and The Fierce Competition with Uber Eats
20VC: Chris Sacca on Coming Out of Retirement To Unf**k The Planet with Lowercarbon, How Chris Evaluates His Relationship To Money Today, Why We Have Bred a Generation of Ass**** Kids, Do VCs Provide Any Real Value and The True Unfiltered Opinion on Faceb
- ▶ 1:08:42 Chris Sacca But then immediately after that deal, they went and put a half a billion dollars into DoorDash. 3 times in the scene
20VC: The Opendoor Memo: Keith Rabois on The Origins of Opendoor from a Conversation with Peter Thiel, Why Cash is Not a Competitive Moat for Startups Today and What People Misunderstand About Black Swan Events in Real Estate and How it Impacts Opendoor
- ▶ 0:35 Harry Stebbings And as for Keith, he led the first institutional investments in DoorDash, Affirm, and has also led investments in Ramp, Trade Republic, Fair, and Stripe, to name a few.
20VC: Investing Lessons From Rounds In Peloton and Square, Why Great Investing is Stock-Picking and Sector Penetration & The Next Decade in Venture, Is Tiger's The Right Model with Hans Tung, Managing Partner @ GGV Capital
20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
- ▶ 6:57 Harry Stebbings It's like, you mentioned the element on business model, and I do want to touch on that because, you know, when you look at some companies, say a DoorDash of the world, it takes a while for the beauty of the business model to mature into… 8 times in the scene
20VC: GoPuff's Rafael Ilishayev on How GoPuff Has Been EBITDA Profitable From Day 1; The Unit Economics Behind GoPuff, With Intense Competition What Happens To The Food Delivery Space & What It Takes To Launch, Grow and Maintain New Markets
- ▶ 11:06 Harry Stebbings I saw a tweet the other day about, it was about the negative network effects of DoorDash, whereby almost the more popular they become, they suddenly have multi-deliveries, and so the wait time becomes longer, because it's not just like a…
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