DoorDash

3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Nov 18, 2025 by Somesh Dash · said 34 times in 12 episodes since 2020 · across every show →

Mentions by year

brought up most by Somesh Dash (10), Manish Jindal (8), Siddhartha Ahluwalia (4), Anjali Sardana (3), Gaurav Jain (2), Vipul Parekh (1), Krishna Mehra (1), Kiran Darisi (1)

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002.52542020202120222023202420252026episodesmentions per episode
2026 15 mentions in 4 episodes 4 per episode
2025 14 mentions in 3 episodes 5 per episode
2024 3 mentions in 3 episodes 1 per episode
2021 1 mention in 1 episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about DoorDash, oldest first

Nov 18, 2025 negative
Disclosure
Dash: IVP passed on DoorDash in 2017 over negative margins
“The reason we missed it was, and I take responsibility, when we looked at it, I think it was, ah, the summer of 20 17 or 18, At that time, they were launching in cities, and the economics were not great. There were negative gross margins. There were not too ma…”
Somesh Dash Nov 18, 2025 ▶ 33:24 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
Nov 18, 2025 bullish
Assertion Not checkable as stated
Dash: DoorDash expanded delivery TAM past early $20B estimates
“In a category that most people, when I looked at it, most people said the TAM for restaurant delivery is twenty billion max, right? They were all wrong. He expanded the category. He expanded the use cases. He changed user behavior.”
Somesh Dash Nov 18, 2025 ▶ 34:23 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
Aug 22, 2026 bullish
Assertion Partly supported
Mehra: Portkey Has Signed Customers Like DoorDash and Epic Games
“They got some of the most discerning customers on the planet, right? So, people like DoorDash, Epic Games, Albertsons, Community Bank of History PG&E.”
Krishna Mehra Aug 22, 2026 ▶ 25:52 Slow Teams Lose PMF in 90 Days | Krishna M, Elevation Capital
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