Just Realized
Gig economy and autonomous vehicle analysis: Uber, Lyft, DoorDash, Tesla, Waymo, and the race for autonomous mobility.
Autonomous delivery services using robots, drones, and self-driving vehicles.
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.
DoorDash and Waymo are launching autonomous deliveries in Phoenix, adding full-size self-driving cars to DoorDash's multi-modal delivery network alongside robots and drones.
DoorDash and Serve Robotics announced a multi-year strategic partnership to roll out autonomous robot deliveries across the US, and this is exactly the kind of infrastructure play that separates...
DoorDash just unveiled Dot, the first commercial autonomous robot built to navigate bike lanes, roads, sidewalks, and driveways. Built entirely in-house by DoorDash Labs, Dot is one-tenth the size of...