Balaji Krishnamurthy on X: “A few things: "DoorDash typically builds whereas Uber usually buys" - …”

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Balaji Krishnamurthy on X: “A few things: "DoorDash typically builds whereas Uber usually buys" - …” | PeekX

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Mostly Borrowed Ideas

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Oct 7

The other half of $UBER FCF

full piece: mbi-deepdives.com/uber-fcf/

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Balaji Krishnamurthy

@_balaji_km

Replying to @borrowed_ideas

A few things:

"DoorDash typically builds whereas Uber usually buys" - The facts don't support this opinion. Uber didn't deploy any capital on M&A between 2022 to 2024, while organically establishing category leading positions across Mobility and Delivery globally. Meanwhile,

Oct 8, 2026, 12:36 AM UTC

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