DoorDash Drops Hundreds Million on Robots, Stocks Drop Faster
DoorDash CEO Tony Xu is throwing 'several hundred million dollars more' at a new global tech platform in 2026, like some Silicon Valley wizard hoping to fix the mess caused by buying Europe-Asia-based Wolt and other brands with their own tech chaos. They plan AI upgrades to 'free up engineering capacity' â because humans apparently arenât cutting it. They revealed a sidewalk-navigating delivery robot called Dot in September and followed up with self-driving Waymo cars last month because who needs actual people delivering food? Shares promptly fell 20% after Q3 earnings missed forecastsâproof robots might take jobs, but they canât save your stock price overnight.
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Nothing screams future growth like dumping hundreds of millions into robots and AI, then watching your stock tank 20%. DoorDash, proving once again you canât automate a business into instant success. Robots delivering food, but humans delivering financial hangovers.
DoorDashâs master plan: spend hundreds of millions, build robot slaves to deliver food, and simultaneously scare investors out the door. Meanwhile, stocks do a nosedive faster than your late-night snack order arrives.
For 2026, DoorDash bets on AI freeing engineers and robots running deliveries, while shareholders worry if robots can also bake muffins to soothe the 20% stock fall. Nope? Back to human tears.
Source: Businessinsider | Published: 11/5/2025 | Author: Alex Bitter
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