Topic
DoorDash
10 articles in this thread.
Gig platforms after Prop 22: unions, robotaxis, and the earnings grind
Uber, Lyft, and DoorDash still run on contractor labor under Prop 22-era rules. Unions, EV subsidies, and robotaxis are three different answers to the same cost problem.
Waymo pays DoorDash drivers $11 to close robotaxi doors
An open door stops a Waymo robotaxi. In Atlanta, DoorDash drivers are paid about $11 to close it and return the car to service.
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.
Q3 2025 Gig Earnings: The Orders Were Easy. The Costs Weren't.
Uber, DoorDash, and Lyft all grew in Q3 2025. The useful question is what each had to spend to keep growing, and which costs actually showed up in the filings.
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.
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.
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.
DoorDash joined the S&P 500. Delivery margins still matter more.
DoorDash entered the S&P 500 in March 2025. Index inclusion confirms scale; it does not prove future delivery margins.
DoorDash v San Francisco
San Francisco's delivery-fee cap protected restaurant margins in 2021. The unresolved tradeoff was where platforms moved the cost.
DoorDash and Uber Eats are gaining on Grubhub
DoorDash and Uber Eats gained share from Grubhub in 2021. Share estimates showed who won orders, not who earned them profit.