DoorDash's plans to spend big on tech upgrades and delivery robots in 2026 are spooking Wall Street

Core Insights - DoorDash is significantly increasing its investment in technology and delivery innovations, planning to invest "several hundred million dollars more" in 2026 compared to 2025 [1][2] - The company aims to create a unified global tech platform for its various brands, which currently operate on separate technologies [1][3] - DoorDash's third-quarter earnings per share fell short of analysts' expectations, leading to a 20% drop in shares during after-hours trading [2] Investment and Growth Strategy - The new tech platform will incorporate more AI tools to enhance engineering efficiency [2] - Future investments will include autonomous delivery options and enhancements to DashMart, DoorDash's online convenience store [3] - The company has introduced Dot, a delivery robot designed to navigate urban environments, and is also utilizing self-driving Waymo cars for deliveries [3] Company Philosophy - DoorDash emphasizes the necessity of investment for growth, likening business development to the natural growth process [4]