Assertion Partly supported AI assessment confidence: 95% certainty 4/5 debate potential 1/5

Postmates was market leader in California prior to Uber merger

Bastian Lehmann · Bastian Lehmann: How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN | E1137 · 20VC with Harry Stebbings · Apr 8, 2024 · at 16:53

Bastian Lehmann is the co-founder and former CEO of Postmates. He discusses market share distribution between DoorDash and Postmates leading up to Uber's acquisition of Postmates.

0:00 / 0:13exact quote · 13.1s

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“And with DoorDash being the, clearly the market leader in most of the U.S., but not in California and certain regions that That are very attractive. Where we were the number one.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

The claim, plainly

During the Uber acquisition talks in mid-2020, DoorDash was the market leader in most of the United States, but Postmates was the number one food delivery service in California.

a quote alone can be ambiguous, so this restates it with the references and context of the conversation around it resolved. AI-written; the tape below the player is the source.

Assessment

The claim is partially true. Market share data from Bloomberg Second Measure and Edison Trends confirms that DoorDash was indeed the national market leader across most of the U.S. in mid-2020, capturing 42% to 46% of national sales. However, Postmates was not the number one food delivery service for the state of California as a whole; it held the top market share in the Los Angeles metropolitan area and Southern California (~36%), whereas DoorDash held a dominant majority share in Northern California (66% to 75% in the SF Bay Area).

Bloomberg Second Measure and Edison Trends data confirm DoorDash was the national market leader in mid-2020 with 42%-46% market share.
Postmates was the market leader in the Los Angeles metropolitan area (SoCal) with ~36% market share in mid-2020.
DoorDash dominated Northern California with 66%-75% market share in the Bay Area, meaning Postmates was not #1 statewide across California.

Checked against

[1] medium.com [2] supermarketnews.com [3] foodondemand.com [4] iseatz.com [5] foodondemand.com [6] mcdonalds.com [7] businessmodelhub.in [8] businessmodelhub.in

assessed as of 2026-07-23

This assessment is an AI reading of a public statement, made against the cited references with the confidence shown. It can be wrong. The quote, the tape and the references are all on this page; if something is off, use report an error below. full disclaimer →

Mentioned

California DoorDash Postmates U.S.

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