DoorDash

2020-12-10 · 172 min · episode 7 · 14 entities

episode page audio

Asserted relationships

→ hosted by Ben Gilbert and David Rosenthal person

0.55

evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal
→ discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
→ discusses Business concept

0.40

evidence rules-v4
Feed category: Business
→ discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing
→ references Succession website

0.38

evidence rules-v4
Link in episode "DoorDash": https://hbo.com/succession
→ references Watchmen website

0.38

evidence rules-v4
Link in episode "DoorDash": https://hbo.com/watchmen
→ references Hades Switch person

0.38

evidence rules-v4
Link in episode "DoorDash": https://nintendo.com/games/detail/hades-switch

Entities found in this episode

persons 4

mentioned Ben Gilbert and David Rosenthal person

0.70

evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal
hosted by Ben Gilbert and David Rosenthal person

0.55

evidence rules-v4
Feed author/publisher: Ben Gilbert and David Rosenthal
mentioned Hades Switch person

0.45

evidence rules-v4
Link in episode "DoorDash": https://nintendo.com/games/detail/hades-switch
references Hades Switch person

0.38

evidence rules-v4
Link in episode "DoorDash": https://nintendo.com/games/detail/hades-switch

concepts 4

mentioned Business concept

0.50

evidence rules-v4
Feed category: Business
mentioned Investing concept

0.50

evidence rules-v4
Feed category: Investing
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing

websites 4

mentioned Succession website

0.45

evidence rules-v4
Link in episode "DoorDash": https://hbo.com/succession
mentioned Watchmen website

0.45

evidence rules-v4
Link in episode "DoorDash": https://hbo.com/watchmen
references Succession website

0.38

evidence rules-v4
Link in episode "DoorDash": https://hbo.com/succession
references Watchmen website

0.38

evidence rules-v4
Link in episode "DoorDash": https://hbo.com/watchmen

companys 2

mentioned Technology company

0.50

evidence rules-v4
Feed category: Technology
discusses Technology company

0.40

evidence rules-v4
Feed category: Technology

Episode description as stored

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. Sponsors: Vanta: https://bit.ly/acquiredvanta ServiceNow: https://bit.ly/acquiredservicenow26 Legora: https://bit.ly/acquiredlegora Statsig: https://bit.ly/acquiredstatsig26 More Acquired! Get email updates with hints on next episode and follow-ups from recent episodes Join the Slack Subscribe to ACQ2 Merch Store ! © Copyright 2015-2026 ACQ, LLC 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/