Jay Aldebert examines DoorDash’s (DASH) potential $17 billion acquisition of Instacart, which could create a stronger competitor to Uber Technologies (UBER), Amazon (AMZN) and Walmart (WMT) by combining restaurant and grocery delivery. He raises concerns about the roughly $13 billion in debt DoorDash may need to fund the deal and whether cost savings and future profits can justify the price. He also discusses debt across tech and AI companies and the potential for more industry consolidation.