restaurant delivery

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 18, 2025 by Somesh Dash · across every show →

Everything said about restaurant delivery, oldest first

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

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restaurant delivery

Everything said about restaurant delivery, oldest first

Turn any episode into a week of clips.