Mostly Borrowed Ideas on X: “Thanks for engaging, Balaji. The DoorDash point is a continuation of a…”

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Balaji Krishnamurthy

@_balaji_km

Oct 8

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,

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Mostly Borrowed Ideas

@borrowed_ideas

Replying to @_balaji_km

Thanks for engaging, Balaji.

The DoorDash point is a continuation of a theme I've been writing about for a while (in my Deep Dives and, more recently, on autonomous delivery), which is probably why I didn't spell it out again here. I intended it to be a narrower claim than you

Oct 8, 2026, 12:57 AM UTC

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Mostly Borrowed Ideas on X: “Thanks for engaging, Balaji. The DoorDash point is a continuation of a…” | PeekX