DoorDash, every mention
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every year anyone Brad Gerstner 4Bill Gurley 3
Verbatim, from the transcripts: the passages where DoorDash comes up
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 2:25 Bill Gurley You know, the Uber DoorDash wars and all this, they're bigger than that, and so I think it's part of, we've talked about it, I think it's part of a systematic trend where investors are aware of network effects, they've watched companies…
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 20:11 Brad Gerstner I just heard from Tony yesterday at DoorDash.
- ▶ 1:05:09 Brad Gerstner Um, you know, and then you see companies like TSM and NVIDIA and Microsoft, Oracle, Booking.com, Uber Dash, they're at all time highs, but not withstanding the fact that they're at all time highs, you have Tesla down over 20% on the year,…
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 39:30 Bill Gurley You and I lived through this with, with Uber and, and the Vision Fund and Masa and all the money and DoorDash got all the, and it, and it really perverted the market.
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 9:06 Brad Gerstner 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.
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:00:26 Bill Gurley I could put the link in there, but he, he implied that, um, he also attacked the VCs and said they were going about it all wrong, but he, he, he implied that the AI was now in its Uber phase where the, you know, the, talking about Uber and…
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 56:27 Brad Gerstner Or you can go on the Uber Eats app or the DoorDash app, um, and order a burger.