The Joseph Carlson Show cover image

This Doomsday Article Is Causing Investor Panic

The Joseph Carlson Show

00:00

DoorDash: Why the Thesis Falls Apart

Joseph rebuts Citrony's DoorDash example, arguing agents increase friction, ignore visuals, and memberships retain lock-in.

Play episode from 10:30
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app