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Investors don't like investment cycles, says Evercore ISI's Mark Mahaney
DoorDashDoorDash(US:DASH) Youtube·2025-11-08 06:17

So what lessons can investors take from these results about the broader economy or the tech industry. Joining us now is Mark Mahaney, Evercore ISI head of internet research. Mark, I I want to ask you particularly to begin about Dolingo and Door Dash because I saw a common theme running between those two.Dualingo, which I know is a favorite of yours, saying, "Look, we're going to shift the balance between investing in uh growth and product quality away from letting money flow through to the profit line." Doo ...