DoorDash
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 16, 2024 by Brad Gerstner · said 7 times in 6 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (4), Bill Gurley (3)
tap a year for its mentions
2025 3 mentions in 2 episodes 2 per episode
2024 4 mentions in 4 episodes 1 per episode
- Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about DoorDash, oldest first
May 16, 2024 bullish
Gerstner: AI agents will navigate existing apps rather than replace them
“So we're not going to throw out all the apps that we currently have like DoorDash and Booking.com, but where your AI will be smart enough to navigate those and then maybe take screenshots and push them to you or things like that.”
Aug 28, 2025
Gurley: AI startup capital and burn exceed Uber-DoorDash wars
“Look, there's just no denying that the amount of capital that is going into these companies earlier in their life and the scale of hiring and their willingness to take on risk, which I think you can use cash burn as just a proxy for risk because you get furthe…”