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DoorDash

6 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Mar 24, 2025 by Jeff Adamson · said 49 times in 15 episodes since 2023 · across every show →

Mentions by year

brought up most by Pablo Srugo (17), Jeff Adamson (7), Jack Kuveke (7), Brett Carlson (7), Mateo Marietti (4), Shmulek Bachar (1), Roy Moussa (1), Noah Glass (1)

tap a year for its mentions
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0482023202420252026episodes it came up in
002.54582023202420252026episodesmentions per episode
2026 7 mentions in 2 episodes 4 per episode
2025 30 mentions in 7 episodes 4 per episode
2024 8 mentions in 5 episodes 2 per episode
2023 4 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about DoorDash, oldest first

Mar 24, 2025
Assertion Supported
Adamson: Earls and DoorDash were early Neo Financial network partners
“Earl's was a partner at Skip. They were one of the first merchants to join... Ironically, DoorDash was an early partner as well.”
Jeff Adamson Mar 24, 2025 ▶ 48:35 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025 negative
Assertion Supported
DoorDash Offered Canadian Restaurants 0% Commission to Undercut SkipTheDishes
“Once they started focusing on Canada, they would go and offer restaurants to have what we were doing for 25% commission. They would just do for free.”
Jeff Adamson Mar 24, 2025 ▶ 8:01 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Mar 24, 2025 positive
Opinion
Adamson: Uber Eats maintained responsible economics unlike aggressive VC subsidizers
“They didn't drop the bottom out on the market. They didn't go around just offering everything for free to everyone. And then just kind of burning all their VC money on just food delivery. They actually had pretty responsible economics.”
Jeff Adamson Mar 24, 2025 ▶ 7:36 He sold SkipTheDishes for $200M—then grew Neo Financial to a $1B valuation. | Jeff Adamson, Co-Fo... · PMF Show
Oct 2, 2025
Disclosure
Carlson: ServiceUp Copied DoorDash's Playbook Entirely Before Iterating on Their Mistakes
“So we a hundred percent just stole everything DoorDash did in the early days, and then quickly also figured out all their mistakes and started to like iterate on those mistakes.”
Brett Carlson Oct 2, 2025 ▶ 6:53 A drug dealer threatened to kill him—then he grew 50x in 3 Years to $50M ARR. | Brett Carlson, Fo... · PMF Show
Oct 2, 2025 positive
Insight
Carlson: Middle 50th percentile repair shops are ideal marketplace supply
“We build an ideal shop profile, which for us was kind of like the middle 50th percent quartile. The top end either had enough demand, Or had enough, like maybe decent technology. The bottom end was still on pen and paper where they did like shoddy work. So we'…”
Brett Carlson Oct 2, 2025 ▶ 15:50 A drug dealer threatened to kill him—then he grew 50x in 3 Years to $50M ARR. | Brett Carlson, Fo... · PMF Show
Mar 16, 2026 neutral
Opinion
Marietti: DoorDash Functions Primarily as a Logistics Layer Rather Than a Marketplace
“DoorDash is just more like a logistics layer, a very efficient one, a very valuable one.”
Mateo Marietti Mar 16, 2026 ▶ 14:17 He moved to the US with nothing. Now he does $750M ARR. | Mateo Marietti, Founder of CookUnity · PMF Show
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