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Everything said about
DASH
+ Watchlist
3
Ideas · 30d
3
Episodes
3.7
Avg depth
3
Ideas · all time
The conversation · most recent first
4 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 02:15
AI-enabled efficiency drives S&P margin expansion
"The bullish case argues that AI is already driving a structural shift toward corporate efficiency, allowing companies to scale top-line revenue without expanding headcount."
In depth · 4/5
4 JULMARKETPLACE · 07:15
Delivery apps unlock dollar store growth
"Dollar stores are partnering with delivery platforms to reach new urban and suburban customers while gaining valuable consumer data, despite high delivery fees relative to low-priced goods."
In depth · 4/5
4 JULTHE TWENTY MINUTE VC · 04:15
DoorDash faces perception hurdles in B2B logistics
"The guest argued that while DoorDash's delivery quality is on par with legacy carriers, it faces a significant consumer perception barrier when delivering non-food parcels."
Substantive discussion · 3/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION