DoorDash

“Over the past two years, they've had DoorDash, Airbnb, Snowflake, Unity, all these incredible companies worth over three hundred billion dollars combined.”

“You know, the comps to Instacart are off anywhere between 50 and 70%. You know, takeaway is off 70%. Uber is down 60%. DoorDash was down 55%.”

“Now, I think of all the three businesses, Dash probably has the biggest upside, quite just like, again, Parm's length. I don't own any of these three stocks. I'm just saying business model quality, Dash seems infinitely scalable.”

“I'm going to go with consumer comfort services. I think as austerity measures and this, whether we have a soft landing or a recession, it's clear the consumers have spent all their money. So they're going to go for small luxuries like DoorDash, Airbnb, Uber, s…”

“I think the age of autonomy is here, and I think there is going to be Some partnerships that will happen between Amazon, DoorDash, Uber, Tesla, Waymo, and that cohort, and I would not be surprised to see Tesla could buy Uber right now for but 10% of its market…”

“A lot of the innovation you will see coming out on Uber Eats or DoorDash Like the stuff that's coming out now is stuff that existed three years ago, four years ago in China, maybe longer.”

“Uber Eats and DoorDash, they represent like 1.8% or two percent of all meals right now.”

“If you think about the average American citizen, you know, they have somebody in their family who drives for Uber or DoorDash, they have truck drivers, they have Amazon factory workers, and all those jobs are going away. It's just a matter of when.”