Topic

DASH

A collection of 7 issues

Muse Implications for Consumer Internet

Since I have received several emails and messages from readers after publishing my first impression of Muse yesterday, I want to elaborate behind the paywall a bit more on how I think agents such as Muse can have an impact on some of the consumer internet companies. Subscribers get the

Notes from a Dasher Shift, and the Drone Delivery Future

Programming Note: I will take a day off tomorrow, and will be back with daily posting schedule on Friday. DoorDash has a program called “WeDash” which requires its employees do delivery shifts every year. While they have no such requirement for shareholders, I decided to sign up as a Dasher

The Non-linear Economics of Grocery Delivery Basket

A couple of days ago, I discussed about Instacart’s unit economics and mentioned “there is non-linearity in grocery economics in terms of basket size which is why owning half the basket size of Instacart certainly does not lead to half the profits.” Today’s post is about quantifying

Instacart’s Unit Economics, and Implications for DoorDash

While covering DoorDash’s 2Q’26 a couple of weeks ago, I showed the company’s LTM unit economics on a per order basis. I re-created this per order economics for Instacart. I will discuss the unit economics of Instacart as well as some implications for DoorDash behind the

Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge

Uber’s decision to divest its stake in Serve, the autonomous delivery robot company that was spun out of Uber in 2021, was more interesting than it may appear at first glance. When I looked into it, I came to realize that Serve is actually a publicly listed company now.

DoorDash 2Q'26: Growth Beyond the Restaurant

DoorDash had a fine quarter with total orders growing ~27% YoY (~17% ex Deliveroo) and marketplace Gross Order Value (GOV) growing ~36% YoY (~23% ex Deliveroo). More importantly, GOV in US restaurant category slightly accelerated in 2Q’26 primarily due to DashPass membership. Speaking of DashPass, management shared some interesting

DoorDash: The Infrastructure of Local Commerce

Programming Note: MBI Deep Dives will be off tomorrow, and the regular cadence of daily posts will resume on Thursday when I expect to cover Meta’s 2Q’26 earnings. You can listen to the Deep Dive here The very first Deep Dive I ever wrote for MBI Deep Dives