Just Realized.

Topic

Autonomous Delivery

4 articles in this thread.

Publication trail

When this thread grew

Article counts by publication year.

  1. 20254

  1. DoorDash's Q3 profit was real. Its new spending still needs a scorecard.

    DoorDash earned $244 million in Q3 2025 and planned a large increase in 2026 investment. The global technology stack is the test.

  2. DoorDash and Waymo put driverless delivery to a Phoenix test

    DoorDash announced a Phoenix Waymo delivery test in October 2025. Customer deliveries began in December, starting with eligible DashMart orders.

  3. DoorDash adds Serve's sidewalk robots in Los Angeles

    DoorDash's Serve partnership adds a delivery option for eligible Los Angeles orders. Serve's network history does not establish the economics of DoorDash orders.

  4. DoorDash's Dot robot still has to finish the handoff

    Dot entered early access in Arizona in 2025. Its size and speed are less useful than completed orders, handoffs, and intervention cost.