DoorDash
9 statements across 8 episodes · 5 bullish · 2 bearish · 5 people on the record · first statement Nov 3, 2024 by John Coogan · said 101 times in 49 episodes since 2024 · across every show →
Mentions by year
brought up most by John Coogan (36), Jordi Hays (14), Shaun Maguire (4), Everett Randle (4), Alap Shah (4), Tyler Hogge (2), Travis Kalanick (2), Tyler Cosgrove (1)
tap a year for its mentions
2026 57 mentions in 24 episodes 2 per episode
- What The Citrini Selloff Says About the Stock Market
- Why My Article Just Tanked the Market
- REACTION: The 2028 Global Intelligence Crisis
- Washington Hones in on AI Safety, What Are AI Doomers Proposing | Diet TBPN
- Citrini Research’s viral piece, AI and the economy, 90s Nostalgia | Diet TBPN
- GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
- Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
- North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN
- 16 more episodes that year, every mention in 2026 →
2025 35 mentions in 20 episodes 2 per episode
- Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot
- The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
- Sequoia Capital Partner Shaun Maguire Live on TBPN
- From NOTHING to BILLIONS (Masa's Epic Rise)
- OpenAI Requesting Federal Backstop? | Diet TBPN
- DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind
- Insurance Companies Explained (How they actually work)
- Paramount Strikes Back, Ads In Gemini, Bieber’s Apple Beef | Diet TBPN
- 12 more episodes that year, every mention in 2025 →
Everything said about DoorDash, oldest first
Nov 3, 2024
Coogan: Extreme wealth shifts problem-solving from consumer apps to personal staff
“There's also the shift from most people have like an app. And when you reach a level of wealth, you have a guy. Like instead of, and instead of DoorDash, you have a personal chef. Instead of Uber, you have a personal driver. Instead of United Airlines app, you…”
Dec 11, 2024 positive
Apr 28, 2025 bullish
Dec 3, 2025 bullish
Feb 23, 2026 bearish
Shah: AI agents will destroy DoorDash and Uber moats by price-shopping
“The real lock in, the real business value, The franchise value of an Uber or a DoorDash is the customer lock-in because the customer gets comfortable. They've got everything saved. They want to hit a couple buttons. They don't price shop. Agents are happy to p…”
Feb 23, 2026 bearish
Hays: AI agents will prioritize delivery speed, preserving existing aggregator supply moats
“I would imagine the agent to route to the platform with the supply that is going to be able to deliver in the shortest possible time horizon, And imagining a world where there's like this, you know, vibe coded small team operating that just happens to aggregat…”
Feb 25, 2026 neutral
Coogan: DoorDash CEO filed SEC letter to rebut Citrini research report
“I saw that the DoorDash CEO put out a like an SEC letter to the investors. Did you see that? Like a full PDF filed with the SEC, like this is sort of guidance, but telling the investor base, like, here's what's not going to change, like basically disregard the…”
Jul 7, 2026 bullish
Jul 22, 2026 bullish
Kalanick Predicts Autonomous Food Delivery Will Cost $0.75 Per Drop
“When the food is coming out of our facilities, there's probably like a machine that holds food at temperature. That's like a box on wheels. I call them autonomous burritos and It brings it to your home, and it costs 75 cents instead of, like, the 12 dollars pe…”