<p>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. </p><p><br></p><p></p><p><strong>Sponsors:</strong></p><ul><li>Legora: <a href="https://bit.ly/acquiredlegora">https://bit.ly/acquiredlegora</a></li><li>Vanta: <a href="https://bit.ly/acquiredvanta">https://bit.ly/acquiredvanta</a></li><li>ServiceNow: <a href="https://bit.ly/acquiredservicenow26">https://bit.ly/acquiredservicenow26</a></li><li>Statsig: <a href="https://bit.ly/acquiredstatsig26">https://bit.ly/acquiredstatsig26</a></li></ul><p><br></p><p><strong>More Acquired!</strong></p><ul><li><a href="https://www.acquired.fm/email">Get email updates</a> with hints on next episode and follow-ups from recent episodes</li><li><a href="http://acquired.fm/slack">Join the Slack</a></li><li><a href="https://pod.link/acquiredlp">Subscribe to ACQ2</a></li><li><a href="https://www.acquired.fm/store">Merch Store</a>!</li></ul><p><br>© Copyright 2015-2026 ACQ, LLC</p><br><p>Playbook Themes from this episode are available on our website at <a href="https://www.acquired.fm/episodes/doordash">https://www.acquired.fm/episodes/doordash</a></p><p><br></p><p>Carve Outs:</p><p>David:</p><ul><li>Hades on the Nintendo Switch: <a href="https://www.nintendo.com/games/detail/hades-switch/">https://www.nintendo.com/games/detail/hades-switch/</a></li></ul><p>Ben:</p><ul><li>Watchmen on HBO: <a href="https://www.hbo.com/watchmen">https://www.hbo.com/watchmen</a></li><li>Succession on HBO: <a href="https://www.hbo.com/succession">https://www.hbo.com/succession</a></li><li>Palm Springs: <a href="https://www.imdb.com/title/tt9484998/">https://www.imdb.com/title/tt9484998/</a></li></ul>