DoorDash
Founded in 2013 and headquartered in San Francisco, DoorDash is an online delivery demand aggregator. Consumers can use its app to order food items on-demand for delivery or in-store from merchants. Through the acquisition of Wolt in 2022, the firm also provides this service in Europe and Asia. DoorDash creates a marketplace for merchants to establish a presence online, market their offerings, and meet demand through delivery. The firm provides similar service to nonrestaurant businesses, such as grocery, retail, and pet supplies. Dash is also rolling out nascent technology like drone delivery in an effort to continually innovate and provide the best possible service to supply-side and demand-side contingents of its marketplace.www.doordash.com
1.8k
MENTIONS
306
EPISODES
247
PODCASTS
Search complete. 1753 mentions across 306 episodes found for "DoorDash".
Nov 7, 2026
Anna HenselHOST
Excited to talk about this big piece of news in the retail industry.
Gabriela BarkhoHOST
Yeah, so this week we are talking about delivery apps and more specifically tied to the news of DoorDash planning to acquire Instacart for $17 billion.
Gabriela BarkhoHOST
That came out last week.
Gabriela BarkhoHOST
But I think more specifically, we wanted to use this as an opportunity to talk about how companies like DoorDash, Uber, Instacart are all... pretty much positioning themselves as like discovery platforms, I'm doing scare quotes, rather than just logistics or delivery providers.
Gabriela BarkhoHOST
So I guess mainly maybe we could start out by talking about You know, when we started out covering retail, tech, et cetera, like almost for me a decade ago, DoorDash was pretty much just restaurant delivery, right? I don't know about you, but like it just, to me, it looks so different today than it did.
Gabriela BarkhoHOST
And it offers both retailers and consumers so much more than it ever has.
Anna HenselHOST
Yeah, it's so interesting.
Anna HenselHOST
You know, I feel like as retail tech reporters, we would see announcements periodically here and there like DoorDash added this retailer or uber added this retailer but it didn't really hit me i feel like there's just a couple times when because i don't use doordash or uber daily but it just would hit me sometimes when i would open the app and i was like wow there's a lot here like it's not just restaurant delivery anymore um so it's been really interesting to just watch that periodically again connecting the dots between like different announcements or when i would open the app But then to see the news that DoorDash is acquiring Instacart, I feel like it just solidifies this idea.
Nicholas RhodesHOST
It comes after Amazon blocked Meta's Muse from its site in September.
Nicholas RhodesHOST
DoorDash says outside agents have placed only hundreds of orders on its platform.
Nicholas RhodesHOST
My read between the lines? The fight is over whose name is on the receipt.
Nicholas RhodesHOST
That's Amazon's text-to-shop Alexa after blocking news.
speaker_0HOST
Binance says the attackers behind its $6 billion hack approached an engineer through a job search platform with a fake interview exercise that contained malware.
speaker_0HOST
New York Fed research found firms require an average of 3.74 office days a week, while staff attend 2.59. And DoorDash has told employees not to connect with Instacart staff on LinkedIn while their deal is pending.
speaker_0HOST
Now the cut list.
speaker_0HOST
Eight employers this week.
Nilay PatelHOST
Far right.
Nilay PatelHOST
DoorDash's CEO, Tony Zhu, said don't be delusional about agents because DoorDash only had a few hundred AI agent orders.
Nilay PatelHOST
Uber Eats had like 500.
Nilay PatelHOST
Yeah.
David PierceHOST
Yeah, and the vibe from all of the CEOs talking about this stuff is almost dismissive.
David PierceHOST
They clearly just don't see this as interesting to them yet.
David PierceHOST
Like Tony Hsu on the earnings call was basically like, what we've seen is people come to DoorDash and then they come back to DoorDash.
David PierceHOST
And the idea that everybody is going to find a new system through which to order DoorDash is just not at all present in the actual reality of being that service right
Craig FullerHOST
Obviously, food delivery.
Craig FullerHOST
We're going to hear from DoorDash, their chief product officer, later today about drone delivery via... you know, restaurant drone delivery, which I am certainly looking forward to.
Craig FullerHOST
But it's just cool to see all the innovations.
Craig FullerHOST
I think of all the stuff that I was most excited about, I really like region.
1 HR 21 MINS LATER
Craig FullerHOST
We're going to talk about delivery, something we all want.
Craig FullerHOST
In fact, I'm getting hungry.
Craig FullerHOST
I wish I had a DoorDash drone that could deliver us lunch right here.
Craig FullerHOST
We're going to get into that right after this show, after this message.
Anthony VargasHOST
Thanks to you both for being here to break things down for us.
Anthony VargasHOST
Now, neither of these most recent deals look like seismic news on the order of Skydance acquiring Paramount, Nielsen acquiring Double Verify, Publis is acquiring LiveRamp, or DoorDash acquiring Instacart, but they could be part of the last burst of M&A we'll see before the regulatory environment changes completely.
Anthony VargasHOST
The thinking goes, and the record bears this out, that the Republican Party is generally more friendly towards mergers and acquisitions, whereas the Democratic Party tends to be more heavily scrutinized deals between big companies due to antitrust concerns.
Anthony VargasHOST
And it feels like the politics of it all has been discussed particularly openly during the spate of M&A activity we've seen this year.
Anthony VargasHOST
A recent article by The Information covering DoorDash's acquisition of Instacart advised CEOs to get your deals in while you still can, folks.
Anthony VargasHOST
The joke being that the clock is ticking to get deals approved before the Republicans are out of power.
Anthony VargasHOST
And indeed, DoorDash CEO Tony Zhu confirmed that he backed away from acquiring Instacart in 2021 because he worried the deal would be squashed by the Biden administration.
Anthony VargasHOST
So we'll discuss.
Ben MillerHOST
It's now been a week since the news was officially confirmed that DoorDash has reached a definitive agreement to acquire Instacart.
Ben MillerHOST
The business aiming to be the mile in your pocket is doubling down on grocery by buying America's leading third-party grocery delivery platform.
Ben MillerHOST
We learned last week that DoorDash has agreed to pay $65 a share, valuing Instacart at $17 billion.
Ben MillerHOST
We learned that DoorDash expects to keep Instacart's brand, its app, and its enterprise technology.
Ben MillerHOST
And we learned that both parties are facing a long wait for completion, with DoorDash not expecting the transaction to close until late 2027 or the first half of 2028.
Ben MillerHOST
But there was plenty that we didn't learn, operational details, and crucially, what will happen in the meantime.
Ben MillerHOST
Today, GrocerTalk brings you a podcast exclusive to help answer these questions.
Ryan HamburgerGUEST
And my team has also spent a lot of time with our retail partners over the last week.
Craig FullerHOST
Obviously, food delivery.
Craig FullerHOST
We're going to hear from DoorDash, their chief product officer, later today about drone delivery via... um you know uh restaurant drone delivery which i am certainly looking forward to um but it's just cool to see all the innovations i think of all the stuff that i was most excited about i really like region i think the the idea of sort of this event diagram between sailing and aviation feels like a really cool feature
Julie Van de KampHOST
yeah i agree very cool
Craig FullerHOST
So really excited about that.
1 HR 21 MINS LATER
Craig FullerHOST
We're going to talk about delivery, something we all want.
Craig FullerHOST
In fact, I'm getting hungry.
Craig FullerHOST
I wish I had a DoorDash drone that could deliver us lunch right here.
Craig FullerHOST
We're going to get into that right after this show, after this message.
Andy LoweHOST
More billions.
Andy LoweHOST
DoorDash wants to buy Instacart for $17 billion.
Dave PillayHOST
Okay.
Dave PillayHOST
DoorDash wants to buy Instacart.
Dave PillayHOST
Yes.
Dave PillayHOST
Instacart is just like shopping, right?
Andy LoweHOST
Yes.
Andy LoweHOST
Isaac was sitting here.
OllieHOST
So Uber CEO called it, quote, very, very, very early very limited traction.
OllieHOST
DoorDash said something similar last week, only a few hundred orders from AI.
OllieHOST
Now, the reason why it matters to you is a lot of vendors are going to tell you to rebuild your website for AI shoppers before Black Friday.
OllieHOST
You don't need to panic.
296 more episodes mention DoorDash.
Create an account to see the whole feed, search across every transcript, and follow the entities you care about.