# doordash (blogs) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover doordash. Page: Feed: --- ## [Walmart’s Evolution](https://mbideepdives.substack.com/p/walmarts-evolution) _2026-08-21 · MBI Deep Dives · MBI Deep Dives_ After posting 4%+ same store sales growth in the US for eight consecutive quarters, Walmart’s comp numbers last quarter surprised investors a bit as it came to be only 2.6% in Q2 FY27. ## [Instacart’s Unit Economics, and Implications for DoorDash](https://mbideepdives.substack.com/p/instacarts-unit-economics-and-implications) _2026-08-20 · MBI Deep Dives · MBI Deep Dives_ While covering DoorDash’s 2Q’26 a couple of weeks ago, I showed the company’s LTM unit economics on a per order basis. ## [Airbnb Model Update (2026)](https://mbideepdives.substack.com/p/airbnb-model-update-2026) _2026-08-19 · MBI Deep Dives · MBI Deep Dives_ The last time I shared my updated Airbnb model was October 2025. As the stock has gone up ~50% since then, investors need to re-underwrite the assumptions today. As promised last week, I am going to share my updated model and lay out what you need to believe to get to a reasonable IRR from current price behind the paywall. ## [What Is AS9100 Certification? Why It Matters for the Aerospace Industry](https://tlimagazine.com/news/what-is-as9100-certification-why-it-matters-for-the-aerospace-industry/) _2026-08-19 · Sarah Rudge · Transportation and Logistics International_ The aerospace supply chain operates under stricter quality requirements than nearly any other industry. A problem with a component, process or shipment can have consequences far beyond a single order, making consistent quality management essential for everyone involved. The post What Is AS9100 Certification? Why It Matters for the Aerospace Industry appeared first on Transportation and Logistics… ## [Rethinking the Data Moat](https://mbideepdives.substack.com/p/rethinking-the-data-moat) _2026-08-18 · MBI Deep Dives · MBI Deep Dives_ I want to highlight a couple of pieces which I found to be quite intriguing. ## [Why DoorDash’s Autonomous Strategy Beats Uber’s Hodgepodge](https://mbideepdives.substack.com/p/why-doordashs-autonomous-strategy) _2026-08-17 · MBI Deep Dives · MBI Deep Dives_ Uber’s decision to divest its stake in Serve, the autonomous delivery robot company that was spun out of Uber in 2021, was more interesting than it may appear at first glance. ## [🍔🧠 The Weirdest Part of PostHog’s AI Stack Is Just a Markdown File](https://hungrymindsdev.substack.com/p/the-weirdest-part-of-posthogs-ai) _2026-08-17 · Alexandre Zajac · Hungry Minds_ PLUS: X ranking algorithm public 👁️, Curl performance tuning ⚡, RAG dispatcher loops 🔄 ## [The AI Compute Squeeze](https://mbideepdives.substack.com/p/the-ai-compute-squeeze) _2026-08-14 · MBI Deep Dives · MBI Deep Dives_ Programming Note: MBI Deep Dives will be off during the weekend and I will resume the daily posting cadence from Monday next week. ## [Why I am going to utilize options more to manage my portfolio](https://mbideepdives.substack.com/p/why-i-am-going-to-utilize-options) _2026-08-13 · MBI Deep Dives · MBI Deep Dives_ Back in 2021, I once responded to someone on X (formerly twitter) why I didn’t want to engage in trading options. ## [GM commits $4.5 billion to protect vehicle production from parts shortages](https://tlimagazine.com/news/gm-commits-4-5-billion-to-protect-vehicle-production-from-parts-shortages/) _2026-08-13 · Ross Prudames · Transportation and Logistics International_ GM is using a $4.5 billion financing facility to secure critical parts before disruptions reach its assembly lines. The structure offers manufacturers a new way to balance lean inventory, supplier liquidity and production risk. The post GM commits $4.5 billion to protect vehicle production from parts shortages appeared first on Transportation and Logistics International . ## [Find what they just said (Sponsored)](https://crawlproof.com/a/5h8ukfPWDAYh) _2026-08-13 · **Sponsored**_ Surface recent public signals so you can send policy-aware, relevant outreach ## [DoorDash Air brings drone delivery closer to the mainstream](https://tlimagazine.com/news/doordash-air-brings-drone-delivery-closer-to-the-mainstream/) _2026-08-13 · Ross Prudames · Transportation and Logistics International_ DoorDash has secured FAA Part 135 certification for DoorDash Air, bringing commercial drone operations in-house. The move could give the delivery platform greater control over how human couriers, robots and aircraft divide last-mile orders. The post DoorDash Air brings drone delivery closer to the mainstream appeared first on Transportation and Logistics International . ## [US container imports rose in July, but the demand picture is more complicated](https://tlimagazine.com/news/us-container-imports-rose-in-july-but-the-demand-picture-is-more-complicated/) _2026-08-13 · Ross Prudames · Transportation and Logistics International_ US container imports from China are climbing again, but the rebound may reveal more about purchasing schedules than stronger underlying demand. Tariff uncertainty is pushing companies to reconsider when goods move through global supply chains. The post US container imports rose in July, but the demand picture is more complicated appeared first on Transportation and Logistics International . ## [Amazon’s Zoox begins charging for robotaxi rides in Las Vegas](https://tlimagazine.com/news/amazons-zoox-begins-charging-for-robotaxi-rides-in-las-vegas/) _2026-08-13 · Ross Prudames · Transportation and Logistics International_ Zoox has moved from free autonomous rides to paid service in Las Vegas. The next test is whether its purpose-built robotaxi can become a scalable transportation business. The post Amazon’s Zoox begins charging for robotaxi rides in Las Vegas appeared first on Transportation and Logistics International . ## [Constellation Software 2Q'26: Soft Organic Growth, but Encouraging Deployment Pace](https://mbideepdives.substack.com/p/constellation-software-2q26-soft) _2026-08-12 · MBI Deep Dives · MBI Deep Dives_ Constellation Software (CSU) delivered a quarter that can be considered bit of a Rorschach test. Organic growth printed the weakest number in nearly 6 years while capital deployment pace is running pretty hot. I cannot speak for other shareholders, but if you own it (as I do) for CSU’s ability to deploy ever increasing amounts of capital at attractive ROIC, I do not expect you will lose much sleep… ## [License to Chase the AI Frontier](https://mbideepdives.substack.com/p/license-to-chase-the-ai-frontier) _2026-08-11 · MBI Deep Dives · MBI Deep Dives_ While looking at Artificial Analysis Intelligence Index, I was quite struck by what they all have in common. ## [Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability](https://mbideepdives.substack.com/p/figma-2q26-near-term-re-acceleration) _2026-08-10 · MBI Deep Dives · MBI Deep Dives_ Following its IPO last year, Figma reported two consecutive quarters of revenue growth deceleration. ## [🍔🧠 What's inside an LLM's KV cache](https://hungrymindsdev.substack.com/p/whats-inside-an-llms-kv-cache) _2026-08-10 · Alexandre Zajac · Hungry Minds_ PLUS: Google's AI depth decline 🧠, Real-time agent load balancing ⚡, Semantic search ranking at scale 👨‍💻 ## [Digital Advertising Industry Snapshot 2Q'26](https://mbideepdives.substack.com/p/digital-advertising-industry-snapshot-921) _2026-08-09 · MBI Deep Dives · MBI Deep Dives_ As I do after every quarter, let me share the snapshot of the overall digital advertising industry. ## [Shopify 2Q'26: Sustained Miraculous Growth](https://mbideepdives.substack.com/p/shopify-2q26-sustained-miraculous) _2026-08-08 · MBI Deep Dives · MBI Deep Dives_ Shopify’s Gross Merchandise Value (GMV) maintained its almost miraculous 30% growth (FXN) in 2Q’26. ## [🍔🧠 Kubernetes Internals: Control Plane Explained](https://hungrymindsdev.substack.com/p/kubernetes-internals-control-plane) _2026-08-03 · Alexandre Zajac · Hungry Minds_ PLUS: Ray 2x throughput boost ⚡, take-home interview breakdown 🔬, great work principles 📚 ## [Find it on Amazon (Sponsored)](https://crawlproof.com/a/ZhxTfhOPA2Ry) _2026-08-03 · **Sponsored**_ Open the Amazon product listing to see details and availability ## [Laredo strengthens its position as North America’s leading trade gateway](https://tlimagazine.com/news/laredo-strengthens-its-position-as-north-americas-leading-trade-gateway/) _2026-07-28 · Iain · Transportation and Logistics International_ Laredo has strengthened its position as the busiest US trade gateway with Mexico as cross-border commerce continues to expand. The latest trade figures highlight how nearshoring, manufacturing investment and infrastructure development are reshaping North American supply chains while reinforcing the city's strategic importance to regional logistics. The post Laredo strengthens its position as North… ## [Direct sales are becoming the next battleground in the EV market](https://tlimagazine.com/news/direct-sales-are-becoming-the-next-battleground-in-the-ev-market/) _2026-07-28 · Iain · Transportation and Logistics International_ Direct-to-consumer EV sales are becoming one of the biggest battlegrounds in the automotive industry. As manufacturers push for greater control over the customer experience, dealership groups are fighting to preserve a franchise system that has shaped US vehicle retail for decades. The post Direct sales are becoming the next battleground in the EV market appeared first on Transportation and… ## [The next phase begins for Union Pacific’s Norfolk Southern bid](https://tlimagazine.com/news/the-next-phase-begins-for-union-pacifics-norfolk-southern-bid/) _2026-07-28 · Iain · Transportation and Logistics International_ Union Pacific and Norfolk Southern have strengthened their case for regulatory approval by submitting supplemental information and new customer commitments to the Surface Transportation Board. The filing addresses concerns over competition, service reliability and shared rail infrastructure as the companies pursue the first single-line freight railroad linking the US East and West coasts. The post… ## [The $5 billion fuel shock hitting US airlines](https://tlimagazine.com/news/the-5-billion-fuel-shock-hitting-us-airlines/) _2026-07-28 · Iain · Transportation and Logistics International_ US airlines faced a sharp increase in operating costs during March 2026 as jet fuel spending climbed 56.4% in a single month. Rising fuel prices, geopolitical disruption and tighter supplies are forcing carriers to rethink pricing, route planning and long-term resilience. The post The $5 billion fuel shock hitting US airlines appeared first on Transportation and Logistics International . ## [🍔🧠 Software Factories: Harnessing Loops At Scale](https://hungrymindsdev.substack.com/p/software-factories-harnessing-loops) _2026-07-27 · Alexandre Zajac · Hungry Minds_ PLUS: In-process load balancing 💨, On-disk ANN indexes 💾, Rust integ tests 🧪 ## [Quality Aluminum Suppliers: The Essential Guide for Trailer Builders](https://tlimagazine.com/news/quality-aluminum-suppliers-the-essential-guide-for-trailer-builders/) _2026-07-23 · Sarah Rudge · Transportation and Logistics International_ Material selection directly influences trailer performance and competitive positioning in the commercial transportation industry. However, not all aluminum suppliers deliver the same level of service or technical expertise that builders need to maintain production schedules and product quality. The post Quality Aluminum Suppliers: The Essential Guide for Trailer Builders appeared first on… ## [🍔🧠 Why Linear Feels So Fast (Technical Breakdown)](https://hungrymindsdev.substack.com/p/why-linear-feels-so-fast-technical) _2026-07-20 · Alexandre Zajac · Hungry Minds_ PLUS: Virtual memory explained 👨‍💻, Spark retires vector DBs 💾, Backprop explained simply 🧮 ## [🍔🧠 The Personalization Stack DoorDash Built (Serves 100M+ Users)](https://hungrymindsdev.substack.com/p/the-personalization-stack-doordash) _2026-07-13 · Alexandre Zajac · Hungry Minds_ PLUS: Uniqlo Decoded 🚨, Agentic patterns⚡, Be the idiot mindset 👨‍💻 ## [🍔🧠 Why Interaction Models Are The Next AI Frontier](https://hungrymindsdev.substack.com/p/why-interaction-models-are-the-next) _2026-07-06 · Alexandre Zajac · Hungry Minds_ PLUS: Reddit's anti-spam internals 👨‍💻, p99 0ms autocomplete ⚡, YouTube leaks creators' videos 🚨 ## [🍔🧠 This DoorDash Engineer Built AI Agents That Run for Days 🤖](https://hungrymindsdev.substack.com/p/this-doordash-engineer-built-ai-agents) _2026-06-29 · Alexandre Zajac · Hungry Minds_ PLUS: OpenAI's custom chip 🤖, Netflix Cassandra 📊, CQRS deep dive ⚡ ## [Generate Viral Hot Takes (Sponsored)](https://crawlproof.com/a/7rKUNXcT10SV) _2026-06-29 · **Sponsored**_ Get platform-optimized hot takes and rebuttals to spark debate and engagement ## [🍔🧠 Shopify Said: MySQL \> Redis](https://hungrymindsdev.substack.com/p/shopify-said-mysql-redis) _2026-06-22 · Alexandre Zajac · Hungry Minds_ PLUS: SpaceX buys Cursor for $60B 💰, AWS Blocks framework launch ⚡, Terminal optimization tips 👨‍💻 ## [🍔🧠 Palantir Built an ElasticSearch Indexing Machine](https://hungrymindsdev.substack.com/p/palantir-built-an-elasticsearch-indexing) _2026-06-15 · Alexandre Zajac · Hungry Minds_ PLUS: Claude skills guide 👨‍💻, Call queue architecture ⚡, when NOT to use Kafka 👨‍💻