The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 16 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Khosrowshahi: Uber Eats is as big as DoorDash globally
“Uber Eats is actually as big as DoorDash on a global basis, and so when we think about Uber, we think globally, right? And we are the global leader along with DoorDash.”
Suburban Focus and Merchant Selection Drove DoorDash's Market Victory
“DoorDash won because they did have a differentiated strategy, which is focused on the suburbs. They were, had a differentiated strategy on focusing on the merchants as well and on selection. So those were two prong on the strategy that were quite different. An…”
DoorDash outmaneuvered Grubhub and Uber Eats by subsidizing economics for market dominance
“DoorDash in particular that was able to raise an incredible amount of capital, and they were competing against Grubhub and Uber Eats, both of whom were at that point public companies, and then were being evaluated by a completely different rule book in a way. …”
Stebbings: DoorDash bought Deliveroo for $2.9B at a $1.4B premium
“Delivery is also getting bought by door dash for 2.9 billion. Just to put that in context for you guys, and I don't mean that rudely, but I'm sure you're not aware of public markets in the UK. It was valued at between 1.4 and 1.5 billion. That is a 1.4 billion…”
Uber is the top global food platform but lost US to DoorDash
“Uber's the number one food delivery platform in the world, but I think we really fumbled the bag in the US with DoorDash. I think we missed out on a huge opportunity.”
DoorDash executives still perform deliveries and take customer support calls
“It's why in the earliest days, even to this day, all of the leaders at the company try to do all of the jobs in the early days. And actually, even to this day, that means doing deliveries. That means taking customer service calls. That means making menus for m…”
DoorDash Cut Over $100 Million in Restaurant Commissions During COVID-19
“He slashed commissions for a period of time that totaled over a hundred million dollars during that time.”
Sequoia Led DoorDash's Series C as a Flat or Down Round
“The Series C that Sequoia decided to lead was quite hard. I think the company had thought that because it had doubled or tripled GMV, and the unit economics was getting better, that the valuation from the B to the C would be double or triple, and in fact, it e…”
DoorDash waived all restaurant revenue share for one month during COVID
“And ultimately we decided to not take any revenue share from these restaurants for a month.”
Ohanian: Angel City FC Secured Record Low Seven-Figure DoorDash Sponsorship
“And she's talking to some of these brands and she's trying to secure the biggest ever front of kit deal in women's soccer, maybe even women's sports. And it was a seven figure deal, low seven figure, but it was a seven figure deal. That was record breaking at …”
Brex Built Its Enterprise Platform in One Year to Acquire Major Clients
“And it took us, you know, a year to get something that worked. And that's how, you know, ultimately, we closed customers like DoorDash, like Coinbase, like Robinhood, you know, like all these large enterprise customers that would not have traditionally come to…”
Hans Tung: DoorDash scaled by targeting fast-food chains over high-end restaurants
“Tony has done extremely well since they found that working with a fast food chain restaurants made a huge difference for them and then make the address market even bigger. It's not working with the niche high end specialty restaurant, but for the mass market”
Tony Xu's DoorDash Seed Pitch Was the 'FedEx of Local'
“Tony's whole notion was not just food delivery, right? He wanted to build the FedEx, his initial pitch was the FedEx of local, and he wanted to deliver almost everything, but he was going to start out in food, because if you can deliver a pizza before it gets …”
DoorDash holds roughly 60% US market share compared to Uber Eats' 20%
“I think DoorDash has something in the sixties. Uber has something in the twenties.”
Postmates was market leader in California prior to Uber merger
“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.”
Tisch: DoorDash won a crowded market by finding a specific wedge
“DoorDash is an example. We're going to be the 12th player in this market. The market is big enough for multiple players, but it didn't mean that just entering the market Enables you to be a big outcome. They had to figure out their wedge.”