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DoorDash

3 statements across 2 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Dec 27, 2024 by Sam Lessin · across every show →

Everything said about DoorDash, oldest first

Dec 27, 2024 bearish
Insight
Sam Lessin: Cheap AI agents fail economically due to downstream error costs
“If it costs zero dollars to use the agent and there is any error rate and there will be an error rate, right? Dave Morin: Absolutely. Sam Lessin: You have no margin to pay back for the error. So the reason that DoorDash works, for instance, is an economic reas…”
Sam Lessin Dec 27, 2024 ▶ 59:46 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
May 9, 2025 neutral
Assertion Supported
Lessin: DoorDash Acquired Deliveroo for Just Under $4B
“DoorDash bought Deliveroo leading delivery, food delivery service in the UK for I think just under four billion.”
Jessica Lessin May 9, 2025 ▶ 7:32 OpenAI Acquires Windsurf for $3B, Google's Stock Dips | #98 · More or Less Podcast
May 9, 2025 neutral
Assertion Supported
Brit Morin: DoorDash Is Acquiring SevenRooms for $1.2B
“DoorDash is also acquiring seven rooms for 1.2 billion.”
Brit Morin May 9, 2025 ▶ 7:41 OpenAI Acquires Windsurf for $3B, Google's Stock Dips | #98 · More or Less Podcast
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