Chips & Channels, IPO Crystal Ball, and China Conundrum 9/11/23
The Exchange
00:00
Instacart's IPO Roadshow and DoorDash's Rivalry
This chapter explores the implications of Instacart's IPO Roadshow, including its lowered valuation, and the upgraded status of DoorDash. It discusses the performance of IPOs and the potential for retail investors to invest in well-known companies like Instacart. The chapter also delves into the rivalry between Instacart and DoorDash in the delivery and grocery space, as well as the impact of advertising on their profitability.
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