Natalie Lung

speaker

58 appearances 5 recordings 1 series first heard Nov 2025 last heard 2 Sep

Natalie Lung’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Nov 2025 with 2.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Jobs, AI and Tech Earnings · 7 Aug 2026 podcast

So that's what we're

going to expect from

Bloomberg Tech · OpenAI Nears Deal for $100B in Funding · 19 Feb 2026 podcast

And I'm Caroline Hepke in London.

We're the hosts of the Bloomberg Daybreak Europe podcast.

We do it early so the news is fresh, not recycled, and so you know what actually matters as the day gets going.

So whether it's geopolitics, energy, tech or markets, you're hearing it while it happens.

And it fits into your morning.

So the demand for on-demand delivery is very strong, as evidenced by DoorDash's strong gross order forecast for the first quarter, and that follows the strong demand outlook that Uber had earlier this month.

But the bigger story here for DoorDash is their investments into some of the new products, including Deliveroo, the UK business they acquired, as well as a back-end system upgrade that they're talking about to reconcile all these new businesses they've been building and acquired.

Yeah, so last year they went on this, you know, multi-billion acquisition spree, including UK's Deliveroo.

And earlier, a few years ago, they acquired the Eastern European delivery business, Woat.

And so now they have these three different apps, DoorDash, Woat, and Deliveroo, and they all worked on different systems.

And so the CEO, Tony Hsu, wants...

all these systems to work on the same platform so that engineers can work on the same projects and analytics teams can look at the same common data sets.

And so he says this is a painful but necessary exercise to conduct this year and they are having to invest a lot into it that could weigh on profits.

So it's actually a similar story there in bookings.

It's going to be a big year for reinvestments for them.

Last year, they talked about this transformation program where they had to cut a few jobs and reorganize some of their businesses.

And now they're investing those savings back into the company for AI.

And they talked about how customer service has been improved with

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