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:
WorkOS: https://bit.ly/workos25
Huntress: https://bit.ly/acqhuntress
Statsig: https://bit.ly/acquiredstatsig24
More Acquired!:
© Copyright 2015-2025 ACQ, LLC
Playbook Themes from this episode are available on our website at https://www.acquired.fm/episodes/doordash
Carve Outs:
David:
Ben: