DoorDash
Live from the scene of its blockbuster IPO, we recount the crazy, roller coaster journey of this "Palo Alto delivery company". From Sand Hill darling during their Series A and B fundraises to all but left-for-dead during the great unicorn massacre of 2015/16, DoorDash has clawed their way back from the brink and emerged as America's dominant meal delivery service, and its only unit-economic positive standalone logistics player. Is this the dawn of the next great Amazon-like story, or is the company simply benefiting from temporary tailwinds due to the pandemic? As always, we dive DEEP to find out.
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Playbook Themes from this episode are available on our website at https://www.acquired.fm/episodes/doordash
Carve Outs:
David:
- Hades on the Nintendo Switch: https://www.nintendo.com/games/detail/hades-switch/
Ben:
- Watchmen on HBO: https://www.hbo.com/watchmen
- Succession on HBO: https://www.hbo.com/succession
- Palm Springs: https://www.imdb.com/title/tt9484998/
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