DoorDash

4 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 16, 2025 by Henry Ellenbogen · said 16 times in 6 episodes since 2025 · across every show →

Mentions by year

brought up most by Gokul Rajaram (6), Henry Ellenbogen (4), Kelly Granat (2), Ramtin Naimi (1), Patrick O'Shaughnessy (1), Neil Mehta (1), Brian Chesky (1)

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Everything said about DoorDash, oldest first

Dec 16, 2025
Disclosure
Durable Capital 360 reviews require citing specific analytical help from colleagues
“When we do three, 60 reviews at durable, we actually ask everyone to give feedback on what their colleagues did to make it better. I mean, it's important, and we're a really pleasant culture, and we have high quality people, but it's not, Anouk helped me this …”
Henry Ellenbogen Dec 16, 2025 ▶ 1:27:01 Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best
Dec 16, 2025 bullish
Disclosure
Durable's largest public positions include DoorDash, Affirm, and Toast
“Even if I look at durable, among our largest positions in the public markets are DoorDash, Affirm, Toast. We led those last private rounds, right?”
Henry Ellenbogen Dec 16, 2025 ▶ 29:02 Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best
Jan 29, 2026 positive
Insight
Great Founders Require an Operational Leader Like Eric Schmidt
“Almost every great founder or founding team Needs an Eric. Needs an Eric figure. If you look at it, Mark Zuckerberg had Sheryl Sandberg, Jack Dorsey at Keith Rebois, and Tony at DoorDash, we had Christopher Payne. So everyone had somebody who was complimentary…”
Gokul Rajaram Jan 29, 2026 ▶ 26:05 He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
Jan 29, 2026
Assertion Not checkable as stated
DoorDash’s Tony Xu Handed Candidates $20 to Acquire 1,000 DoorDash Users
“Tony's thing was, he would give people either 10 dollars or 20 dollars, and ask them to acquire a thousand customers. A thousand customers for Doordash consumers.”
Gokul Rajaram Jan 29, 2026 ▶ 1:02:57 He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
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