DoorDash, every mention
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every year anyone Jason Calacanis 78Chamath Palihapitiya 16Travis Kalanick 7David Friedberg 7Brad Gerstner 4Thomas Laffont 3David Sacks 3Tucker Carlson 1Tim Dillon 1Spencer Pratt 1
Verbatim, from the transcripts: the passages where DoorDash comes up
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 31:42 Jason Calacanis DoorDash might get us a burrito.
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 31:09 Jason Calacanis DoorDash got taken to the woodshed because they're investing too much in CapEx.
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 33:10 Jason Calacanis Andy Fang is the CTO of DoorDash.
- ▶ 41:19 David Sacks DoorDash figured out how to do it, which is to say they built a token routing system, a layer of middleware that allows them to sort of send frontier tasks to frontier models and non-frontier tasks to more mundane models. 2 times in the scene
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- ▶ 1:23 Jason Calacanis Uh, but it's been great staying at the house because there's actually, Chamonth is not aware of this, there's an iPad in the kitchen, and that's logged in to Uber Eats, DoorDash, Instacart, Amazon, Laura Piana.
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 1:32:40 Jason Calacanis but oh, hey, Uber and DoorDash went up.
Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
- ▶ 32:54 Spencer Pratt They're doing DoorDash.
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- ▶ 1:14:14 Jason Calacanis We have one that helped DoorDash with their food pictures.
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
- ▶ 1:12:06 Jason Calacanis And then he calls an Uber courier to pick it up and drop it off because they're not on DoorDash or Uber Eats.
Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
- ▶ 5:24 Travis Kalanick Uber Eats and DoorDash fill it, but the infrastructure to do high capacity, high scale sort of
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- ▶ 9:00 Jason Calacanis There was a silly piece in it or a section in it where they said AI agents would vibe code their way to displacing DoorDash
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- ▶ 39:58 Jason Calacanis 2.1 million people work at Walmart, over a million at Amazon, and three million people, as we know, work in taxis, Uber, DoorDashers.
Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
- ▶ 57:32 Jason Calacanis 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.
Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
- ▶ 10:47 Dara Khosrowshahi Every major food player, McDonald's, has a direct channel, but they have a box, and they want that box to create as much revenue as possible, so they have a direct channel, and they work through our marketplace, DoorDash marketplace, other…
- ▶ 19:02 unnamed speaker Um, it competes with folks like DoorDash.
- ▶ 23:18 Jason Calacanis That group of people losing their jobs, these drivers who built the Uber network, who built Lyft, who built DoorDash, and China's overwhelming concern about this, um, because these are robots taking human jobs, and there's an, you know,…
Tucker Carlson and Mark Cuban Debate How to Save America 🔥 | All-In Summit 2025
- ▶ 23:19 Tucker Carlson I'm just saying when your kids can't buy a house or even dream of buying a house when they're buying DoorDash on credit, you're ripe for some kind of revolution.
AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
- ▶ 25:43 Jason Calacanis Profitable door dash will never work.
Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power
- ▶ 29:49 Jason Calacanis How, um, are you going to compete with people having gig labor and making 30, 40 bucks an hour being a door dasher, um, and we have the lowest unemployment in our lifetimes, four percent right now.
Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
- ▶ 7:38 Travis Kalanick The courier, via DoorDash, Uber Eats courier, will wave their app in front of a camera, and it will open up the locker that has the food that they're supposed to pick up.
- ▶ 14:10 Travis Kalanick So, you know, like Uber Eats and DoorDash, they represent like 1.8% or two percent of all meals right now.
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
- ▶ 1:10:44 Jason Calacanis We talked about door dash me to purchases,
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
- ▶ 1:00:50 Jason Calacanis And then interesting, DoorDash bought two companies.
AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
- ▶ 5:04 Jason Calacanis There are millions of people who drive trucks and Ubers and Lyfts and DoorDashes.
- ▶ 29:45 David Friedberg Think about the jobs that all those people had prior to Uber coming to market, and then the reason they drove for Uber is they could make more money driving for Uber, or now driving for Uber Eats, or DoorDash, and the flexibility, so their…
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
- ▶ 26:12 Jason Calacanis We saw DoorDash by two companies this week.
- ▶ 1:01:13 Jason Calacanis Like I mentioned earlier in the program, DoorDash bought two companies. 2 times in the scene
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
- ▶ 34:51 Chamath Palihapitiya So like the Indian Amazon work, the Indian PayPal kind of work, the Indian DoorDash kind of work.
Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
- ▶ 22:15 Tim Dillon DoorDash is a horrible job.
- ▶ 1:06:19 Jason Calacanis The cashiers, the, the, the Uber drivers, door dashers, all these jobs could go away.
Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
- ▶ 1:04:44 Jason Calacanis DoorDash say to the people who are part of their networks, for every hundred rides you do, we're going to give you a hundred dollars in shares. 2 times in the scene
JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
- ▶ 1:20:42 Jason Calacanis You know, a couple of million of DoorDash Uber drivers losing their jobs to automation.
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 6:12 Travis Kalanick And the machine will, if people order online, DoorDash, Uber Eats, et cetera, they'll order online the way they do. 3 times in the scene
- ▶ 54:25 Travis Kalanick It wouldn't exactly work that way here, but a lot of the innovation you will see coming out on Uber Eats or DoorDash
- ▶ 1:04:13 Jason Calacanis DoorDash.
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 52:40 Jason Calacanis 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 cap, and Waymo could spin out and partner with… 5 times in the scene
- ▶ 1:13:46 Jason Calacanis I went with the on-demand economy with Uber, Airbnb, and DoorDash. 2 times in the scene
Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI
- ▶ 12:26 Jason Calacanis Uber, Reddit, DoorDash, and Instacart.
- ▶ 36:09 Jason Calacanis If Amazon can't buy it, and Tesla can't buy it, and Amazon can't buy it, but they could merge with Uber, Lyft, DoorDash, you know, all those mid Airbnb, if those companies could consolidate, can you imagine what would happen if Amazon 2 times in the scene
Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey
- ▶ 53:44 Jason Calacanis They did DoorDash, Airtable, Twitter back in the day.
Thomas Laffont | All-In Summit 2024
- ▶ 10:15 Thomas Laffont But let's look at these three, DoorDash, Block, and Shopify. 2 times in the scene
- ▶ 14:17 Thomas Laffont We just had Travis on from Uber, but whether it's DoorDash or Instacart or Block, you can see that even great new companies like those are available at pretty reasonable multiples.
- ▶ 30:06 Jason Calacanis Um, but we also have to create jobs, and we have to create the next companies, and I, I encourage people who may be, who are anti-tech, who are anti-capitalism, to imagine a world in which we didn't have Google, Apple, Tesla, Facebook,…
Tekedra Mawakana | All-In Summit 2024
- ▶ 18:35 Jason Calacanis Wouldn't the best strategy be to license this technology to every car maker and then allow the Ubers, the Lyfts, the DoorDashes, um, and fleet managers to handle cleaning the puke in the back of the cars and putting the air in the tires?
Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive
- ▶ 18:08 Jason Calacanis That's Uber, Instacart, DoorDash, et cetera.
- ▶ 40:49 Jason Calacanis A lot of people were going into gig work, door dashing, you know, Uber. 3 times in the scene
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
- ▶ 41:43 Jason Calacanis In my mind, you're going to be able to say things like you want to order something in DoorDash or Uber Eats or Instacart and it's
DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
- ▶ 1:03:16 Jason Calacanis That Apple is going to try to let Siri dive deeper into apps, i.e. if you were ordering your DoorDash or Uber Eats or an Uber or Lyft or whatever, it might actually be able to execute those things inside of an app. 3 times in the scene
Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
- ▶ 22:10 Chamath Palihapitiya So for example, if you look at an Instacart, or if you look at an Uber, or if you look at a DoorDash, these are not services that are meant to be pipes that are just providing a set of APIs to a smart set of agents that ubiquitously work… 3 times in the scene
- ▶ 1:18:15 Jason Calacanis I was like, uh, humanitarian aid from the, I was like, we need our door dash right now.
Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
- ▶ 3:21 Chamath Palihapitiya Because his sister had won it this year, and he presented it to the sister, and all I could think of was, this is an incredible achievement by, like, a sixteen-year-old, and literally at the same time, my sixteen-year-old was like, Dad,…
E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
- ▶ 0:39 Chamath Palihapitiya He at the dinner table ordered from DoorDash 2 times in the scene
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
- ▶ 9:24 Jason Calacanis DoorDash. 4 times in the scene
E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
- ▶ 1:09:20 Jason Calacanis At a really low number for a long time, and people have been talking about them possibly being a takeout candidate by DoorDash or Amazon or Uber.
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
- ▶ 1:26:01 Jason Calacanis And people conflate the numbers, especially in the early stage of startups, people were referring to Airbnb and Uber and DoorDash's revenue as the gross market, you know, transactions and like, well, yeah.
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model & more
- ▶ 53:14 Jason Calacanis So DoorDash versus the tech enabled restaurant.
E160: 2024 Predictions! Markets, tech, politics, and more
- ▶ 56:22 Jason Calacanis So they're going to go for small luxuries like DoorDash, Airbnb, Uber, small things to have great experiences. 2 times in the scene
Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
- ▶ 1:20:11 Chamath Palihapitiya DoorDash is up, you know, 25, 30% in a matter of a week.
E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more
- ▶ 21:21 Chamath Palihapitiya Opendoor ripping, DoorDash ripping.
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
- ▶ 51:17 Jason Calacanis You can think of them like DoorDash or Uber drivers. 4 times in the scene
- ▶ 1:09:06 Jason Calacanis What we saw with DoorDash, DoorDash, they got dragged along. 2 times in the scene
E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
- ▶ 1:26:17 Chamath Palihapitiya That is a race to the bottom, and it is a surplus business that benefits the buyer, i.e. the Ubers, the McDonald's, the door dashes of the world, not the seller, i.e. the Adyen's, the PayPal's, the Stripe's.
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 1:14:43 David Friedberg He's at DoorDash today.
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- ▶ 54:37 Brad Gerstner Why did you, you know, go through any name, you know, that you can think of.
E116: Toxic out-of-control trains, regulators, and AI
- ▶ 1:41 Chamath Palihapitiya From DoorDash.
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
- ▶ 1:10:42 Chamath Palihapitiya An Uber, a DoorDash, or whomever says, yes, I need payments capability.
E110: 2023 Bestie Predictions!
- ▶ 29:17 Jason Calacanis I think the, uh, DoorDash's, AirBnB's, Ubers, Etsy's of the world, who need entrepreneurs, they need workers, they need supply. 2 times in the scene
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
- ▶ 40:44 Jason Calacanis People are finding other options, whether it's DoorDash, Uber.
E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
- ▶ 26:41 David Friedberg My parents never used DoorDash before COVID. 3 times in the scene
E88: First principle politics, China chaos & outlook, state of private/public markets & more
- ▶ 1:40:12 Jason Calacanis I, yeah, I mean, this is where, like, they could buy DoorDash, Uber, Lyft, those kind of real-world services, Airbnb.
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
- ▶ 30:01 Chamath Palihapitiya It's not as if you and I, David, didn't want to go out or use DoorDash or take an Uber or watch a movie in a movie theater.
#AIS: Bestie AMA with Valor's Antonio Gracias
- ▶ 1:09:56 unnamed speaker I was the third or fourth employee at DoorDash, um, and my question is regarding, oh, sorry, my favorite bestie, yeah, that was a joke, by the way.
#AIS: Pear VC’s Mar Hershenson on making successful founders
- ▶ 4:15 Mar Hershenson Um, we backed DoorDash early on, there's a picture of their founders, and I can tell you that Tony Hsu, the CEO, would have made it with or without any of his investors.
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
- ▶ 45:35 Bill Gurley Um, you know, I think DoorDash did an incredible job.
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
- ▶ 8:36 Jason Calacanis Uh, I think that their employees could have made more money if they did one door dash a day delivery.
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
- ▶ 1:24:11 Jason Calacanis Sachs wants to know why they don't just use DoorDash or Uber Eats.
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
- ▶ 8:35 Chamath Palihapitiya DoorDash was down 55%. 3 times in the scene
- ▶ 19:44 Brad Gerstner Maybe one or two of them do, but when you have DoorDash and Uber that are free cash flow positive, that have strong brands and that can redeploy those profits back into compete in those markets, I think it's very tough.
E68: Trudeau invokes emergency powers, Bitcoin vs. government, Tiger Global's new strategy and more
- ▶ 1:24:47 Jason Calacanis Is Stanley from DoorDash. 2 times in the scene
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
- ▶ 54:15 Jason Calacanis Obviously over the past two years, they've had DoorDash, Airbnb, Snowflake, Unity, all these incredible companies worth over three hundred billion dollars combined.
E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more
- ▶ 51:21 Jason Calacanis DoorDash.
E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
- ▶ 6:48 David Sacks I mean, he was like, eat his door dash dominoes.
- ▶ 1:04:56 David Friedberg Therefore, are all these people who are drivers for Uber, delivery people for DoorDash, um, and all these companies that are creating like Thumbtack and, you know, all these companies that are creating marketplaces for individuals to have… 2 times in the scene
E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner
- ▶ 6:48 Brad Gerstner Um, you know, the fact that DoorDash
E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more
- ▶ 13:27 Jason Calacanis The hack that I've heard is, since teachers are getting it, childcare people, and food service people are getting it, people are now starting to get jobs at DoorDash, or saying they're a teacher, and if you check that box according to, you… 2 times in the scene
- ▶ 30:38 Jason Calacanis It just tweets every five minutes a hundred different places you can go pretend to be a DoorDash driver and get a shot. 2 times in the scene
E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions
- ▶ 16:38 Jason Calacanis And this was really, you know, hits home to anybody with kids, is a food driver for DoorDash, not that it matters which service, but was in San Francisco's Pacific Heights neighborhood, which is the safest and most elite neighborhood in,…
E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
- ▶ 2:14:49 Brad Gerstner Um, but we also know that it's not sufficient just to have, uh, a bunch of workers with, with zero healthcare and, you know, and so I think that this is a, uh, you know, hats off to DoorDash, Instacart, you know, Uber and Lyft, trying to,…
E7: California's collapse, how SPACs are opening the markets for growth stocks & more
- ▶ 30:07 Jason Calacanis So Uber and Lyft's and DoorDash's success is what leads to people wanting to get a cut and get a slice. 2 times in the scene