DoorDash
8 statements across 6 episodes · 5 bullish · 0 bearish · 5 people on the record · first statement Jun 20, 2025 by Roy Lee · said 142 times in 109 episodes since 2024 · across every show →
Mentions by year
brought up most by Molly O'Shea (112), Alfred Lin (9), Art Levy (4), Steve Simoni (3), Winston Weinberg (2), Pedro Franceschi (2), Max Levchin (2), Israel "Izzy" Slotowicz (2)
tap a year for its mentions
2026 65 mentions in 50 episodes 1 per episode
- Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points” · Sourcery with Molly O'Shea
- SpaceX Hit $2 Trillion. Now Everyone Wants a Jet · Sourcery with Molly O'Shea
- Inside Harvey AI: CEO Winston Weinberg on How a 4-Year-Old Company Is Taking on the Foundation Labs · Sourcery with Molly O'Shea
- Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea
- How Brex signed a $5.15B Deal in ~40 Days · Sourcery with Molly O'Shea
- Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · Sourcery with Molly O'Shea
- Brian Armstrong: Rebuilding Coinbase Around Intelligence · Sourcery with Molly O'Shea
- Mark Pincus: How to Spot a Fake CEO · Sourcery with Molly O'Shea
- 42 more episodes that year, every mention in 2026 →
2025 76 mentions in 58 episodes 1 per episode
- Sequoia’s Alfred Lin: Backing Founders Who Redefine Markets · Sourcery with Molly O'Shea
- Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
- Joby, Dirac & Allen Control: The Future of Air, AI Factories & Defense Tech · Sourcery with Molly O'Shea
- Alfred Lin, Inside Sequoia: Launching $200M Seed Fund & $750M Venture Fund · Sourcery with Molly O'Shea
- Vibe Coding, AI Valuations & the Supercycle | Navin Chaddha, Mayfield · Sourcery with Molly O'Shea
- Inside Klarna's IPO CEO Sebastian Siemiatkowski · Sourcery with Molly O'Shea
- Cluely Raises $15 Million From a16z | Roy Lee, Founder & CEO · Sourcery with Molly O'Shea
- Warren Buffet & Charlie Munger's Greatest Lessons · Sourcery with Molly O'Shea
- 50 more episodes that year, every mention in 2025 →
Everything said about DoorDash, oldest first
Jun 20, 2025 positive
Cluely spends $50,000 monthly on DoorDash to accelerate product development
“Like right now, like we will literally spend like 50,000 dollars a month on door dashing random food. Just so we like spend more time, like spend less time cooking because everyone is more efficient and we can like grow the product faster that way.”
Jul 10, 2025 positive
Oct 27, 2025 positive
DoorDash succeeded primarily by relentlessly prioritizing smiling user retention curves
“There were a number of metrics that DoorDash tracked that were all about retention. They were very, very focused on making the retention curves, the cohort curve smile. And I think that was the reason for much of their success.”
Oct 27, 2025 neutral
AI startup competitive density post-launch is far worse than 15 years ago
“Once you launch and you have any success, 15 competitors show up. And that was true 15 years ago, but it's way worse now. When DoorDash launched, there was a lot of competitors, but today, you know, if you launch an AI company, And it has some semblance of suc…”
Mar 9, 2026
Mar 9, 2026
Apr 13, 2026 bullish
DoorDash Is Safe From AI Because Its Moat Is Restaurant Integration
“DoorDash is not important by way of having a great app. It's important because it integrates with all your favorite restaurants. So until OpenClaw can also do things like call every restaurant and negotiate with the owner and install the right kind of tablet a…”
Jun 20, 2026 positive
Private jet clients prefer DoorDash and fast food over expensive catering
“Everybody just orders DoorDash. It's, like, way better. It is. You get, like, In-N-Out, or you get, like, Chick-fil-A, like, people just prefer that. Like, you, you'd be surprised if you think you're flying, you know, flying private is all about, like, you kno…”