NASDAQ:DASH 1 October 2025 - 13 December 2025

The past decade has seen a boom in on‑demand delivery services, but also growing concerns about costs, carbon emissions and the physical toll on gig‑economy workers. DoorDash is betting that part of the solution lies in robotics. In late 2025 the company unveiled Dot, a bright‑red electric robot designed to carry takeout or small grocery orders across suburban neighborhoods at up to 20 miles per hour restaurantdive.com. Unlike existing sidewalk bots built for short campus runs, Dot is engineered to travel on roads, bike lanes, sidewalks and even driveways roboticsandautomationnews.com. At an event showcasing the technology, Stanley Tang explained that after billions of deliveries DoorDash realised “you don’t need a full‑sized car to deliver a tube of toothpaste” forbes.com. The company’s press materials frame Dot as the missing link between human drivers, slow sidewalk robots and drones. While car‑based delivery remains essential for large or urgent orders, and drones are suited to lightweight items, there is a middle ground of small packages over short distances. DoorDash built Dot to occupy this niche, with the promise of lower costs, fewer emissions and faster service. Yet the launch of a rolling robot on public streets has raised thorny questions about safety, regulation