DoorDash
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 23, 2025 by Spiros Xanthos · said 15 times in 11 episodes since 2024 · across every show →
Mentions by year
brought up most by Ranjan Roy (6), Alex Kantrowitz (5), Olivia Moore (2), Spiros Xanthos (1), Aaron Levie (1)
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2026 8 mentions in 5 episodes 2 per episode
- AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
- Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
- Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
- AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
- every mention in 2026, scene by scene →
2025 5 mentions in 4 episodes 1 per episode
- Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
- Resolve AI CEO Spiros Xanthos: AI for Prod, Multi-agent Architectures, Engineering's Future
- Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- Is OpenAI's o3 Model AGI? Is AI The New Social Media? Zuck's Revealing Testimony
- every mention in 2025, scene by scene →
Everything said about DoorDash, oldest first
Dec 23, 2025 positive
Mar 2, 2026 positive
Roy: DoorDash will be the hardest company to displace with AI
“And as not the biggest fan of DoorDash, as readers of Margins will know, I do think they're gonna be the hardest to displace out of any given it's a marketplace, there's, like, physical labor elements of it, so, so I thought that part, like, there's definitely…”