Just Realized

Gig economy and autonomous vehicle analysis: Uber, Lyft, DoorDash, Tesla, Waymo, and the race for autonomous mobility.

Tag: autonomous-delivery

Autonomous delivery services using robots, drones, and self-driving vehicles.

DoorDash Finally Posted Profit—Investors Dumped the Stock Anyway

DoorDash beat Q3 revenue and showed continued profitability. The stock dropped 17%—worst day ever. CEO Tony Xu's plan to spend 'several hundred million dollars' in 2026 triggered the selloff. Classic conflict: investors want cash back, DoorDash wants growth.

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