{
  "generatedAt": "2026-10-22T04:12:33Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "doordash",
  "name": "DoorDash",
  "ticker": "DASH",
  "url": "https://deepstack.ltd/companies/doordash/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/doordash.json",
  "summary": "DoorDash is named in 1 Part of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..",
  "parts": [
    {
      "part": 9,
      "headline": "Habit Was the Moat. Agents Are Draining It.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 9,
      "section": "Habit is not a moat",
      "excerpt": "An assistant that orders dinner through Toast and delivery through DoorDash Drive can remove the sponsored listing from the customer’s view.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    }
  ],
  "sides": [
    {
      "part": 9,
      "question": "whose-margin-pays",
      "side": "inertia-businesses",
      "sideLabel": "The inertia businesses",
      "claim": "Customers already accept higher menu prices on DoorDash to pay for convenience, which was necessary for restaurant economics to work; Alex Immerman is uncertain whether people would similarly accept higher prices shown to assistants or pay a…",
      "date": "2026-09-29",
      "url": "https://www.a16z.news/p/who-gets-paid-when-ai-does-the-shopping",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/habit-was-the-moat/",
      "sidesUrl": "https://deepstack.ltd/sides/habit-was-the-moat/"
    }
  ],
  "coverage": null,
  "lastUpdated": "2026-10-22",
  "market": {
    "price": 184.45,
    "change": -7.22,
    "changePercent": -3.7669,
    "marketCap": 79921809091,
    "pe": 95.0773,
    "nextEarnings": "2026-11-04",
    "exchange": "NASDAQ",
    "currency": "USD",
    "asOf": "2026-10-21T20:00:01.000Z",
    "source": "Financial Modeling Prep",
    "sourceUrl": "https://financialmodelingprep.com",
    "note": "Delayed quotes."
  }
}