Someone Owns TuesdayCase file E03Updated 3 Nov 2026

DoorDash’s own filing explains the tip you thought you gave

Every claim in the episode, with the exact words from its source, the link, the page or paragraph, how strong it is and where it comes up in the video.

Claims85
Observed67
Alleged9
Computed4
Inferred2
Unknown3
Sources read30 Oct 2026 · rechecked 3 Nov

The total, as said in the episode

Observed

DoorDash's own filing says its old model topped up its own pay to Dashers when you tipped little or nothing. It calls the result a “misimpression”.

A02, A03 · 11:36

Alleged, settled without admitting

New York's attorney general found that tips subsidised DoorDash's guarantee. On its example, a zero or nine-dollar tip left the Dasher at ten. Also DC (2020, denied) and Illinois (2024, not admitted).

B03, B05, B09, C01, C03 · 11:47

Observed, figures disputed

In New York the tip moved after checkout, tips fell by the city's count, and a law moved the button back.

E01, E05, E08, E09, E11 · 11:59

Inferred

“100 per cent of tips” and “no difference at all” can both be true. The promise that protects a tip is the second sentence.

B07, B11, D06 · 12:09

Unknown

How much of DoorDash's $102 billion in orders is tips. None of the filings we read says.

A14, A16, A30 · 12:19

The total

On the state's own example, your tip reached the Dasher. The question was always what it sat on top of. Case open.

B05, B16 · 12:27

The ledger

  1. A01

    DoorDash filed its 10-K for FY2025 (period ended 31 Dec 2025) on 18 Feb 2026.

    Evidence: filing date 2026-02-18, accession 0001792789-26-000013, dash-20251231.htm

    Where
    SEC EDGAR submissions index, CIK 1792789
    Read
    30 Oct 2026
    In the episode
    0:05 · The tip you left
    OBSERVED
  2. A02

    The 10-K says that under a former US pay model DoorDash raised Dasher pay when the tip was small or zero.

    "we would increase the amount paid to Dashers on a delivery in cases when a consumer left little or no tip"
    Where
    Item 1A Risk Factors > Risks Related to Our Business and Operations > "We face certain risks associated with our pay models for Dashers.", p.18
    Read
    30 Oct 2026
    In the episode
    0:15, 11:36 · The tip you left
    OBSERVED
  3. A03

    DoorDash calls the result a public "misimpression" about tips.

    "it also had the effect of causing some people to be under the misimpression that not all tips were being received by Dashers"
    Where
    Item 1A Risk Factors, "We face certain risks associated with our pay models for Dashers.", p.18
    Read
    30 Oct 2026
    In the episode
    0:24, 5:48, 6:56, 7:03, 11:36 · The tip you left
    OBSERVED
  4. A06

    The "misimpression" sentence was already in the FY2024 10-K, is still in the Q2-2026 10-Q (filed 5 Aug 2026) and is repeated in the Q3-2026 10-Q (signed 30 Oct 2026).

    Evidence: the identical sentence (see A03).

    Updated 3 Nov 2026: the Q3-2026 10-Q repeats the sentence word for word (Part II, Item 1A) and, like the earlier filings, gives no total for tips. The episode's “this August” stays true.

    Where
    FY2024 10-K Item 1A p.19; Q2-2026 10-Q Part II Item 1A p.57; Q3-2026 10-Q Part II Item 1A
    Read
    30 Oct 2026; rechecked 3 Nov 2026
    In the episode
    8:01 · The rest of the sentence
    OBSERVED
  5. A07

    DoorDash's FY2024 10-K dates the pay-model change to September 2019.

    "we increased the amount we paid to Dashers per order when we changed our pay model in September 2019, but this also caused less consistency in earnings"
    Where
    FY2024 10-K Item 1A, p.19
    Read
    30 Oct 2026
    In the episode
    6:04, 8:08 · The other side
    OBSERVED
  6. A08

    DoorDash says it has faced proceedings over tip representations and disputes any wrongdoing.

    "Legal Proceedings related to representations regarding tips paid to Dashers and our former DoorDash Dasher pay model. We dispute any allegations of wrongdoing"
    Where
    Item 3 Legal Proceedings > Consumer protection and other actions, p.51
    Read
    30 Oct 2026
    In the episode
    2:35 · The ten-dollar example
    OBSERVED
  7. A13

    Dasher headcount and earnings in 2025.

    "In 2025, over 9 million people dashed[4], earning a total of over $20 billion."
    Where
    Item 1 > Human Capital > Dashers, p.7
    Read
    30 Oct 2026
    In the episode
    3:56 · Where the tip sits
    OBSERVED
  8. A14

    The 10-K does not say whether the $20bn includes tips, and it discloses no total for tips.

    (no such figure; every "tip"/"gratuit" hit in the 10-K is listed in this table)
    Where
    full-text search of the 10-K
    Read
    30 Oct 2026
    In the episode
    3:56, 4:26, 12:19 · Where the tip sits
    UNKNOWN
  9. A15

    Marketplace GOV includes the tip, which goes entirely to Dashers.

    "total dollar value of orders completed on our Marketplaces, including taxes, tips[5], and any applicable consumer fees" + fn 5 "Dashers receive 100% of tips."
    Where
    Item 7 MD&A > key metrics definitions, p.55
    Read
    30 Oct 2026
    In the episode
    2:48, 3:03, 4:26 · Where the tip sits
    OBSERVED
  10. A16

    2025 figures: Marketplace GOV $102,018m; revenue $13,717m; Total Orders 3,172m. 2024: GOV $80,231m; revenue $10,722m.

    table "Marketplace GOV … 102,018 … Revenue … 13,717"
    Where
    Item 7 > Financial and Operational Highlights table, p.54
    Read
    30 Oct 2026
    In the episode
    2:48, 3:11, 3:45, 4:26, 12:19 · Where the tip sits
    OBSERVED
  11. A17

    DoorDash states the percentage itself, under the name "Net Revenue Margin". The words "take rate" appear 0 times in the 10-K.

    "We define Net Revenue Margin as revenue expressed as a percentage of Marketplace GOV." / "Net Revenue Margin was 13.4% in 2025, consistent with 2024."
    Where
    Item 7, p.55
    Read
    30 Oct 2026
    In the episode
    3:11, 3:24, 4:26 · Where the tip sits
    OBSERVED
  12. A18

    Our check of the 13.4%.

    Working: 13,717 ÷ 102,018 = 13.446% → 13.4% (2024: 10,722 ÷ 80,231 = 13.36% → 13.4%); about $13.45 of revenue per $100 of Marketplace GOV

    Where
    from A16
    Read
    30 Oct 2026
    In the episode
    3:11 · Where the tip sits
    COMPUTED
  13. A19

    Net Revenue Margin is not a clean "share of your order": its numerator is all revenue, including Commerce Platform (Drive etc.) and ads, while its denominator leaves out Commerce Platform orders and includes taxes and tips.

    "All revenue recognized … was related to the Company's core business, which is primarily composed of the Company's Marketplaces and Commerce Platform." / "Marketplace GOV does not include … orders fulfilled through our Commerce Platform."
    Where
    Note 3 Revenue, p.91; p.55
    Read
    30 Oct 2026
    In the episode
    3:30 · Where the tip sits
    INFERRED
  14. A20

    Revenue is booked net of what goes to merchants and Dashers, and Dasher payout includes tips.

    "reports revenue on a net basis, reflecting amounts collected from consumers, less amounts remitted to merchants and Dashers" / "Dasher payout … including incentives and tips"
    Where
    Note 2, Revenue Recognition, p.88
    Read
    30 Oct 2026
    In the episode
    3:45 · Where the tip sits
    OBSERVED
  15. A21

    DoorDash gives its own reasons why revenue grew faster than GOV in 2025.

    "primarily due to improved logistics efficiency, increasing contribution from advertising revenue, and a reduction in credits and refunds"
    Where
    Item 7 > Results of Operations > Revenue, p.57
    Read
    30 Oct 2026
    In the episode
    3:30 · Where the tip sits
    OBSERVED
  16. A22

    DoorDash says minimum-pay rules (NYC, Dec 2023) have pushed up consumer fees, and that cities may regulate how fees are shown.

    "which has caused, and may in the future cause, us to increase the fees we charge to consumers" / "regulate the way in which we categorize, disclose, or collect consumer fees"
    Where
    Item 1A, Risks Related to our Legal and Regulatory Environment, p.33 (see also p.17)
    Read
    30 Oct 2026
    In the episode
    8:33 · The button that moved
    OBSERVED
  17. A23

    DoorDash owns Wolt: Wolt Marketplace is one of "our Marketplaces", acquired 31 May 2022.

    "the acquisition of Wolt Enterprises Oy on May 31, 2022"
    Where
    Note on restricted stock, p.107; Item 1, p.6
    Read
    30 Oct 2026
    In the episode
    11:05 · Europe's deadline
    OBSERVED
  18. A24

    DoorDash flags the EU Platform Work Directive as a threat to its contractor model in the EEA.

    "Such EU-wide legislative reforms may adversely affect our ability to operate our current independent contractor model within the European Economic Area"
    Where
    Item 1A, p.30
    Read
    30 Oct 2026
    In the episode
    11:24 · Europe's deadline
    OBSERVED
  19. B01

    The NY AG announced a $16.75M settlement on 24 Feb 2025; DoorDash also pays up to $1M in administrator costs.

    "DoorDash agrees to pay $16,750,000" / "all reasonable costs up to $1 million"
    Where
    AOD ¶17 p.5, ¶23 p.7; PR dated "February 24, 2025"
    Read
    30 Oct 2026
    In the episode
    0:36, 0:54 · The tip you left
    OBSERVED
  20. B02

    The conduct period is about May 2017 to September 2019, under a "Guaranteed Pay Model".

    "practices that were in place from approximately May 2017 through September 2019"
    Where
    AOD p.1; ¶5 p.2
    Read
    30 Oct 2026
    In the episode
    0:00, 0:54, 1:14 · The tip you left
    OBSERVED
  21. B03

    The OAG found (DoorDash does not admit) that tips paid for DoorDash's guarantee.

    "DoorDash used consumer tips to subsidize the Guaranteed Amount payment it promised to Dashers."
    Where
    AOD ¶10, pp.3–4
    Read
    30 Oct 2026
    In the episode
    2:41, 11:47 · The ten-dollar example
    ALLEGEDNY AG finding · not admitted (AOD ¶14)
  22. B04

    The formula: DoorDash paid $1 plus whatever remained of the guarantee after the tip.

    "paid to the Dasher (a) $1 and (b) any remainder toward the Guaranteed Amount after deducting the consumer's tip"
    Where
    AOD ¶10
    Read
    30 Oct 2026
    In the episode
    1:14, 5:23 · The ten-dollar example
    ALLEGEDNY AG finding · not admitted (AOD ¶14)
  23. B05

    The OAG's worked example: on a $10 guarantee, tips of $0, $3, $6 and $9 all leave the Dasher at $10, and an $11 tip gives $12.

    "If a consumer tipped $6, DoorDash would pay $4 ($1 + $3 remainder). The Dasher was paid $10."
    Where
    AOD ¶11 a–e, p.4
    Read
    30 Oct 2026
    In the episode
    0:00, 1:27, 1:47, 1:52, 5:48, 7:08, 7:22, 11:47, 12:27 · The tip you left
    ALLEGEDNY AG finding · not admitted (AOD ¶14)
  24. B06

    In that example each extra $1 of tip cut DoorDash's payment by $1 while the Dasher's pay stayed flat.

    Working: tips 0→3→6→9 move DoorDash's payment 10→7→4→1 (−$3 each step); Dasher's pay 10 throughout

    Where
    from AOD ¶11
    Read
    30 Oct 2026
    In the episode
    1:58, 7:34, 7:38 · The ten-dollar example
    COMPUTED
  25. B07

    The OAG's headline finding.

    "Thus, for the typical order, the consumer's tip made no difference at all to the Dasher's pay."
    Where
    AOD ¶12, p.4
    Read
    30 Oct 2026
    In the episode
    2:08, 7:22, 12:09 · The ten-dollar example
    ALLEGEDNY AG finding · not admitted (AOD ¶14)
  26. B08

    What customers would have expected, according to the OAG.

    "would have expected that the "tip" … would be provided to the Dasher on top of the Guaranteed Amount … But during the Relevant Period, that was not the case."
    Where
    AOD ¶9, p.3
    Read
    30 Oct 2026
    In the episode
    5:23 · The message at checkout
    ALLEGEDNY AG finding · not admitted (AOD ¶14)
  27. B09

    No-admission language.

    "DoorDash does not admit the findings made by the OAG or the alleged violations of law in Paragraphs 1-13."
    Where
    AOD ¶14, p.5
    Read
    30 Oct 2026
    In the episode
    0:54, 2:08, 2:41, 11:47 · The ten-dollar example
    OBSERVED
  28. B11

    The checkout wording "Dashers will always receive 100 percent of the tip" comes from the AG's press release. It is not in the AOD findings (we searched the AOD text for "100" and "percent").

    "a message reading "Dashers will always receive 100 percent of the tip.""
    Where
    PR only
    Read
    30 Oct 2026
    In the episode
    4:53, 7:22, 7:38, 12:09 · The message at checkout
    OBSERVEDThe attorney general's press release; not in the settlement's findings
  29. B12

    The AG's characterisation of how the model was disclosed (press-release language, not a court finding).

    "Disclosures about the use of tips were buried in online documents and inaccessible during critical moments in the ordering process."
    Where
    PR
    Read
    30 Oct 2026
    In the episode
    5:04, 5:23 · The message at checkout
    ALLEGEDAttorney general's description
  30. C01

    DC AG, 24 Nov 2020: $2.5M ($1.5M to workers, $750k to DC, $250k to charities). Suit filed Nov 2019 over the July 2017–Sept 2019 model.

    "alleged that from 2017 until 2019, DoorDash misled consumers to believe that their tips would increase worker pay"
    Where
    DC OAG press release
    Read
    30 Oct 2026
    In the episode
    0:36, 2:17, 11:47 · The tip you left
    ALLEGEDAttorney general's allegations
  31. C02

    The DC consent order carries a no-admission clause.

    "DoorDash denies all of the District's allegations … Nothing contained in this Consent Judgment is or may be construed to be an admission"
    Where
    DC Consent Order ¶13, pp.3–4
    Read
    30 Oct 2026
    In the episode
    2:17 · The ten-dollar example
    OBSERVED
  32. C03

    Illinois AG, 8 Nov 2024: $11.25M settlement, filed as a proposed consent decree subject to court approval (the court entered it on 14 Nov 2024, see C04), covering over 79,000 workers (July 2017–Sept 2019).

    "If approved by a judge, the settlement will resolve allegations…"
    Where
    IL AG press release
    Read
    30 Oct 2026
    In the episode
    0:36, 2:17, 6:36, 11:47 · The tip you left
    ALLEGEDAttorney general's allegations
  33. C04

    The Illinois court entered the consent decree on 14 Nov 2024, six days after the announcement; payments to Dashers began on 4 Mar 2025. DoorDash did not admit liability.

    Settlement website, "SUMMARY OF IMPORTANT DATES": "November 14, 2024 Consent Decree Entered" / "March 4, 2025 Payments Initiated to Eligible Dashers" / FAQ: "the Effective Date of the Settlement (November 14, 2024)" / Consent Decree ¶16: "“Effective Date” refers to the date on which this Consent Decree is entered by the Court." / Consent Decree ¶27: "the Defendant has not admitted liability for any of the conduct alleged in the Complaint"

    Updated 3 Nov 2026, publish-day recheck. Until then this row read "approval unknown" because we had not found a court record. The settlement website is the claims site the attorney general's own release links to; it is run by the administrator the consent decree names (Atticus Administration). The Cook County docket itself (2024 CH 10011) was not opened.

    Where
    Important dates; FAQ "When and how will I receive my Settlement Payment?"; Consent Decree ¶16, ¶27 and §IV (Non-admission) ¶28
    Read
    3 Nov 2026
    In the episode
    2:17 · The ten-dollar example
    OBSERVEDSettlement administrator's site
  34. C06

    DoorDash's public response (8 Nov 2024, the day of the IL announcement).

    "the allegations settled were related to an old pay model that was retired in 2019. To be clear: Dashers always keep 100% of tips" / "we believe that our practices properly represented how Dashers were paid during this period"
    Where
    DoorDash newsroom "Understanding The News On Dasher Pay"
    Read
    30 Oct 2026
    In the episode
    6:36 · The other side
    OBSERVEDDoorDash's position
  35. D01

    DoorDash's 12 Nov 2019 post: new model announced in August 2019, rolled out from September, fully in place by 1 Oct 2019.

    "We began rolling out the new pay model to Dashers in September. As of October 1, all Dashers had been transitioned"
    Where
    "Update on New Pay Model: More Dollars to Dashers", 12 Nov 2019
    Read
    30 Oct 2026
    In the episode
    6:04 · The other side
    OBSERVED
  36. D02

    Figures DoorDash reports from Beacon Economics' analysis of its data: DoorDash pay +12.5%; total earnings including tips $17.24 → $18.54 per active hour (Aug vs Oct 2019).

    "overall Dasher earnings (including tips) increased from an average of $17.24 per active hour in August to $18.54"
    Where
    "Update on New Pay Model: More Dollars to Dashers", 12 Nov 2019
    Read
    30 Oct 2026
    In the episode
    6:04 · The other side
    OBSERVEDCompany-reported (label corrected 30 Oct 2026: the post doesn't say who commissioned Beacon; see D17)
  37. D06

    Current tip rule, with DoorDash's own example.

    "100% of tips received by DoorDash will go to the Dasher(s) … on top of base pay and promotions. The amount a Dasher earns in base pay and promotions will never vary based on the tip amount." / "$6 in base pay … $5 tip … $11"
    Where
    Help Center "How Dasher Pay Works", "Tips"
    Read
    30 Oct 2026
    In the episode
    6:17, 7:46, 7:55, 8:08, 11:05, 12:09 · The other side
    OBSERVED
  38. D12

    The fees page lists Service, Delivery, Long Distance, Regulatory Response, Small Order, Weather Impact and Express fees, and says they go to DoorDash.

    "These fees go to DoorDash." / "Small Order Fee: … A fee may be charged if your order subtotal is below a certain amount."
    Where
    Help "What fees do I pay?"
    Read
    30 Oct 2026
    In the episode
    4:11, 4:24 · Where the tip sits
    OBSERVED
  39. D14

    Tip line on the fees page.

    "Depending on your location, you can tip at checkout or after delivery. Dashers receive 100% of customer tips, and tipping is always optional."
    Where
    Help "What fees do I pay?"
    Read
    30 Oct 2026
    In the episode
    4:11 · Where the tip sits
    OBSERVED
  40. E01

    On 4 Dec 2023 DoorDash moved the NYC tip option to after checkout, linking the move to fee rises.

    "Moving tipping to after checkout in preparation for increased fees" / "we're moving the option to tip in the DoorDash app to after checkout"
    Where
    DoorDash newsroom, 4 Dec 2023
    Read
    30 Oct 2026
    In the episode
    0:36, 8:15, 8:26, 8:46, 11:59 · The tip you left
    OBSERVEDDoorDash's statement
  41. E02

    DoorDash attributed that move to a DCWP recommendation.

    "This change comes as a recommendation by the NYC Department of Consumer and Worker Protection"
    Where
    DoorDash newsroom, 4 Dec 2023
    Read
    30 Oct 2026
    In the episode
    8:33 · The button that moved
    OBSERVEDDoorDash's claim
  42. E03

    The sentence in DCWP's 2022 study that DoorDash relies on.

    "apps could choose to reduce consumers' costs through changes to the user interface that discourage or eliminate tipping"
    Where
    DCWP "A Minimum Pay Rate for App-Based Restaurant Delivery Workers in NYC", Nov 2022, printed p.36 (PDF p.41)
    Read
    30 Oct 2026
    In the episode
    9:21 · The button that moved
    OBSERVED
  43. E04

    The 2022 sentence sits in a list of possible "margins for adjustment", so "recommendation" is DoorDash's characterisation.

    "Beyond productivity, there also exist several other margins for adjustment"
    Where
    DCWP "A Minimum Pay Rate for App-Based Restaurant Delivery Workers in NYC", Nov 2022, printed p.36 (PDF p.41)
    Read
    30 Oct 2026
    In the episode
    9:21 · The button that moved
    INFERRED
  44. E05

    DCWP report (13 Jan 2026): average tip at Uber Eats and DoorDash fell from $3.66 to $0.93 in one week; it is now $0.76, against $2.17 on apps with a checkout tip.

    "decreased from $3.66 per delivery to $0.93 per delivery in one week, a decrease of $2.73 (75%)"
    Where
    DCWP "Uber Eats and DoorDash Engineered a $550 Million Pay Cut", Jan 2026, p.2; data Jul 2023–Jun 2025
    Read
    30 Oct 2026
    In the episode
    8:50, 9:21, 11:59 · The button that moved
    OBSERVEDRegulator's analysis · disputed by DoorDash
  45. E06

    DCWP's estimate of total lost tips.

    "a $554 million decrease in Uber Eats and DoorDash workers' tip earnings since they were implemented"
    Where
    DCWP tipping report, Jan 2026; DCWP press release 13 Jan 2026
    Read
    30 Oct 2026
    In the episode
    9:04 · The button that moved
    OBSERVEDRegulator's estimate
  46. E07

    Check of the one-week drop.

    Working: (3.66 − 0.93) ÷ 3.66 = 74.6% (DCWP rounds to 75%)

    Source
    No primary source opened yet
    Where
    E05
    Read
    30 Oct 2026
    In the episode
    8:50 · The button that moved
    COMPUTED
  47. E08

    DoorDash's rebuttal, including a concession that New Yorkers tip less.

    "Consumers can tip after delivery - just as DCWP suggested." / "It is true that consumers in New York have decided to tip less than they used to."
    Where
    DoorDash newsroom "Myth vs. Fact", 13 Jan 2026
    Read
    30 Oct 2026
    In the episode
    8:50, 9:04, 11:59 · The button that moved
    OBSERVEDDoorDash's position
  48. E09

    Local Law 108 of 2025 requires the tip opportunity at or before ordering.

    "in plain language and in a conspicuous manner before or at the same time such customer places such order"
    Source
    NYC Local Law 108 of 2025, certified text (intro.nyc)
    third-party host of the certified PDF; Legistar copy not opened
    Where
    LL 108/2025 (Int. 738-A), certified text
    Read
    30 Oct 2026
    In the episode
    10:05, 10:34, 11:59 · The button that moved
    OBSERVED
  49. E10

    Local Law 107 of 2025 requires a tip option of at least 10% plus a write-in.

    "an option to pay a gratuity that is at least 10 percent of the purchase price and an additional option that allows such customer to manually enter"
    Where
    LL 107/2025 (Int. 737-A)
    Read
    30 Oct 2026
    In the episode
    10:05 · The button that moved
    OBSERVED
  50. E11

    Both laws passed on 14 Jul 2025, were returned unsigned by the Mayor on 12 Aug 2025, and took effect on 26 Jan 2026.

    "passed by the Council on July 14, 2025 and returned unsigned by the Mayor on August 12, 2025"
    Where
    clerk certification on LL PDFs; DCWP release 26 Jan 2026
    Read
    30 Oct 2026
    In the episode
    10:05, 10:34, 11:59 · The button that moved
    OBSERVED
  51. E12

    SDNY denied DoorDash's and Uber's motion for a preliminary injunction against the tipping laws. This is preliminary relief only, not a merits ruling.

    "Plaintiffs' motion for a preliminary injunction is DENIED."

    Updated 3 Nov 2026: every quote from this decision (E12–E16, E32) matches the court's own stamped copy word for word (header "Case 1:25-cv-10268-GBD Document 38 Filed 01/23/26", 13 pages, "Dated: JAN 22 2026"). Status: DoorDash and Uber appealed the denial to the Second Circuit (No. 26-158, notice filed 23 Jan 2026). The Second Circuit refused to block the laws while the appeal runs (motion order, 21 Apr 2026), and on 10 Sep 2026 the district court paused the case until the appeal is decided. No appellate decision found as of 3 Nov 2026. PACER itself was not opened.

    Where
    DoorDash, Inc. and Uber Technologies v. City of New York, 25 Civ. 10268 (GBD), Mem. Decision & Order, signed 22 Jan, filed 23 Jan 2026, p.1 & p.13
    Read
    30 Oct 2026; court copy 3 Nov 2026
    In the episode
    9:43, 9:59 · The button that moved
    OBSERVED
  52. E13

    The court's reading of the complaint: the apps tied removing the checkout tip to their own economics.

    "Plaintiffs concede that their economic interests were part of the reasoning behind removing the option to tip at checkout following implementation of the MPR."

    Updated 3 Nov 2026: confirmed word for word on the court's stamped copy (ECF Document 38; see E12).

    Where
    SDNY Mem. Decision & Order, 25 Civ. 10268 (GBD), p.5
    Read
    30 Oct 2026; court copy 3 Nov 2026
    In the episode
    9:43 · The button that moved
    OBSERVEDThe court's reading
  53. E14

    The court records the before and after of the tip prompt.

    "after the MPR passed, Plaintiffs chose to display the tipping prompt after an order is completed"

    Updated 3 Nov 2026: confirmed word for word on the court's stamped copy (ECF Document 38; see E12).

    Where
    SDNY Mem. Decision & Order, 25 Civ. 10268 (GBD), p.2
    Read
    30 Oct 2026; court copy 3 Nov 2026
    In the episode
    8:33, 8:46 · The button that moved
    OBSERVED
  54. E15

    Outside NYC the apps kept a compliant checkout prompt.

    "Plaintiffs continue to provide a tipping prompt compliant with the Tipping Laws for orders outside New York City"

    Updated 3 Nov 2026: confirmed word for word on the court's stamped copy (ECF Document 38; see E12).

    Where
    SDNY Mem. Decision & Order, 25 Civ. 10268 (GBD), p.12
    Read
    30 Oct 2026; court copy 3 Nov 2026
    In the episode
    10:34 · The button that moved
    OBSERVEDThe court, citing the City
  55. E16

    The court left the constitutional question open.

    "Plaintiffs raise important constitutional questions. Those questions warrant careful consideration on a full merits record."

    Updated 3 Nov 2026: confirmed on the court's stamped copy (p.13). No merits ruling: the case is paused until the Second Circuit decides the appeal (see E12).

    Where
    SDNY Mem. Decision & Order, 25 Civ. 10268 (GBD), p.13
    Read
    30 Oct 2026; court copy 3 Nov 2026
    In the episode
    9:59 · The button that moved
    OBSERVED
  56. E17

    DCWP (29 Jul 2026): average tips rose from $1.18 to $2.29 per delivery (four weeks before vs after 26 Jan 2026); $104M in extra tips, on pace for $184M a year.

    "workers' tips nearly doubled from $1.18 per delivery to $2.29 per delivery"

    Open Rechecked 3 Nov 2026: the report still does not say which apps the $1.18 and $2.29 cover. Its context suggests an average across the restaurant delivery apps that report to DCWP: the laws cover "restaurant delivery apps like Uber Eats, DoorDash, and Grubhub", and "all statistics cited in this report are based on DCWP's analysis of data from monthly reports that delivery services are required to submit" (our inference, not the report's statement). The episode names no apps for these two figures.

    Where
    DCWP "Delivery App Report", Jul 2026, p.1–2; press release 056-26
    Read
    30 Oct 2026; rechecked 3 Nov 2026
    In the episode
    10:17 · The button that moved
    OBSERVEDRegulator's estimate
  57. E18

    Check of the rise.

    Working: 2.29 ÷ 1.18 = 1.94× (+$1.11)

    Source
    No primary source opened yet
    Where
    E17
    Read
    30 Oct 2026
    In the episode
    10:17 · The button that moved
    COMPUTED
  58. E20

    The NYC minimum pay rate is $22.13/hour excluding tips (from 1 Apr 2026).

    "currently $22.13 per hour, excluding tips"
    Where
    DCWP press release 065-26
    Read
    30 Oct 2026
    In the episode
    8:15 · The button that moved
    OBSERVED
  59. F02

    Survey base: 11,945 US adults, 7–27 Aug 2023, American Trends Panel.

    "we surveyed 11,945 U.S. adults from Aug. 7 to Aug. 27, 2023"
    Where
    "How we did this" box
    Read
    30 Oct 2026
    In the episode
    4:37 · The message at checkout
    OBSERVED
  60. F03

    76% of people who have food delivered always or often tip.

    "A similar share of Americans who have food delivered (76%) report always or often tipping"
    Where
    Ch.3
    Read
    30 Oct 2026
    In the episode
    4:37 · The message at checkout
    OBSERVED
  61. F05

    Only about a third find it easy to know whether (34%) or how much (33%) to tip.

    "extremely or very easy to know whether (34%) or how much (33%) to tip"
    Where
    overview
    Read
    30 Oct 2026
    In the episode
    4:47 · The message at checkout
    OBSERVED
  62. G01

    Identity: Directive (EU) 2024/2831 of 23 Oct 2024 on improving working conditions in platform work, OJ L 11.11.2024. Its first date in force (EUR-Lex metadata) is 1 Dec 2024.

    "on improving working conditions in platform work"
    Where
    EUR-Lex title and metadata; Art 31 (20th day after publication)
    Read
    30 Oct 2026
    In the episode
    10:44 · Europe's deadline
    OBSERVED
  63. G02

    Transposition deadline.

    "Member States shall bring into force the laws, regulations and administrative provisions necessary to comply with this Directive by 2 December 2026."
    Where
    Art 29(1)
    Read
    30 Oct 2026
    In the episode
    10:44 · Europe's deadline
    OBSERVED
  64. G04

    Algorithmic pay is covered by the Directive's definitions.

    "their earnings, including the pricing of individual assignments" (within the definition of 'automated decision-making systems')
    Where
    Art 2(1)(i)
    Read
    30 Oct 2026
    In the episode
    10:55 · Europe's deadline
    OBSERVED
  65. G07

    The Directive text does not mention "tips" or "gratuities".

    No quotation: this row records a search with no hits.

    Where
    full text
    Read
    30 Oct 2026
    In the episode
    10:55 · Europe's deadline
    OBSERVEDOur search: no hits (confirmed in a browser on 30 Oct 2026; see G12)
  66. G08

    Wolt (Finland) courier page: tips can be given before or after ordering, up to 24 hours after delivery, and are paid 100% to couriers.

    "Our courier partners will receive 100% of the tips they receive." / "The fee you see is the minimum"

    Updated Rechecked 3 Nov 2026: the live page is the same version as the one saved on 30 Oct (datePublished 19 May 2026, last content update 4 Sep 2026), with the same text; still no hits for "vary", "varies" or "tip amount".

    Where
    Wolt Courier Learning Center, Finland, "Earnings & payments" (page dated 19 May 2026)
    Read
    30 Oct 2026; rechecked 3 Nov 2026
    In the episode
    11:05 · Europe's deadline
    OBSERVED
  67. G09

    Wolt's own framing of courier pay (company-reported, 2024, 20 European countries).

    "Typically, the delivery fee that customers pay does not cover the entire fee the courier charges." / "around 235% of the national minimum wage"
    Where
    Wolt Newsroom "10 Questions About Wolt Couriers", 10 Nov 2025, Q4
    Read
    30 Oct 2026
    In the episode
    11:05 · Europe's deadline
    OBSERVEDCompany-reported
  68. A27

    (extends A19) The full GOV exclusion: Commerce Platform orders, with their taxes, tips and merchant fees, are outside Marketplace GOV.

    "Marketplace GOV does not include the dollar value of orders, taxes and tips, or fees charged to merchants for orders fulfilled through our Commerce Platform."
    Where
    FY2025 10-K, Item 7, key metrics definitions, p.55
    Read
    30 Oct 2026
    In the episode
    3:30 · Where the tip sits
    OBSERVED
  69. A28

    What the Commerce Platform is: services DoorDash sells merchants for their own channels (online ordering, branded apps, Drive).

    "In addition to our Marketplaces, we offer our Commerce Platform, which is a suite of services that help empower merchants to build, operate, and grow their businesses on their own channels. Within our Commerce Platform, we offer white-label delivery fulfillment services ("Drive") as well as services that help merchants establish online ordering, build branded mobile apps…"
    Where
    FY2025 10-K, Item 1 Business, p.6 (same wording in Item 7 Overview, p.54)
    Read
    30 Oct 2026
    In the episode
    3:30 · Where the tip sits
    OBSERVED
  70. A29

    Advertising revenue is booked inside Marketplaces revenue.

    "We also generate revenue from membership fees paid by consumers for DashPass, Wolt+, and Deliveroo Plus, and our advertising products, which are recognized as part of our Marketplaces revenue."
    Where
    FY2025 10-K, Item 7, Results of Operations > Revenue, p.57
    Read
    30 Oct 2026
    In the episode
    3:30 · Where the tip sits
    OBSERVED
  71. A30

    (extends A14) The FY2024 10-K and the Q2-2026 10-Q give no total for tips and no share of GOV that is tips either. Every tip/gratuity hit was read: 14 in the FY2024 10-K, 13 in the 10-Q; none is a figure for tips.

    the only tip lines near a number are the GOV definition, "including taxes, tips", and its footnote, "Dashers receive 100% of tips."
    Where
    Full-text search of the FY2024 10-K and the Q2-2026 10-Q for tip, tips, tipping, tipped, gratuit*
    Read
    30 Oct 2026
    In the episode
    12:19 · The final tally
    UNKNOWNOur search: no hits
  72. B16

    The NY AG's own framing of the mechanism, the opposite of DoorDash's "100% of tips".

    "Customers were misled into believing their tips would directly benefit Dashers. Instead, DoorDash would keep the tips meant for Dashers and take it out of their guaranteed pay."
    Where
    NY AG press release, "February 24, 2025"
    Read
    30 Oct 2026
    In the episode
    7:08, 12:27 · The rest of the sentence
    ALLEGEDAttorney general's description (press release)
  73. C07

    (extends C06) The full sentence and the date of DoorDash's response. The post names no state; it is dated the day Illinois announced (C03).

    "Nov 8, 2024" / "the allegations settled were related to an old pay model that was retired in 2019. To be clear: Dashers always keep 100% of tips from orders on the DoorDash app."
    Where
    DoorDash newsroom "Understanding The News On Dasher Pay", date line and second paragraph
    Read
    30 Oct 2026
    In the episode
    6:36 · The other side
    OBSERVEDDoorDash's position
  74. D17

    (extends D02) How DoorDash describes the Beacon analysis: its data given to an outside firm; the post does not say who commissioned or paid it.

    "To vet our own internal analysis and provide public accountability, we opened up our data to an independent third party. The economic research and consulting firm Beacon Economics has now conducted an initial descriptive analysis of the data" / "Beacon determined that the amount that DoorDash pays U.S. Dashers increased by 12.5% on average"
    Where
    "Update on New Pay Model: More Dollars to Dashers", 12 Nov 2019
    Read
    30 Oct 2026
    In the episode
    6:04 · The other side
    OBSERVEDCompany-reported
  75. E25

    DCWP's date for the start of enforcement, and its $1.2bn total-pay figure.

    "Since the NYC Department of Consumer and Worker Protection (DCWP) began enforcing the Minimum Pay Rate on December 4, 2023, total pay to workers has increased by $1.2 billion"
    Where
    DCWP tipping report, Jan 2026, p.1
    Read
    30 Oct 2026
    In the episode
    8:15, 9:04 · The button that moved
    OBSERVEDRegulator's analysis
  76. E26

    DoorDash cites the same $1.2bn.

    "It is also true, per the DCWP's own report, that delivery workers earned $1.2 billion more than they otherwise would have under the city's new minimum pay law."
    Where
    DoorDash newsroom "Myth vs. Fact", 13 Jan 2026
    Read
    30 Oct 2026
    In the episode
    9:04 · The button that moved
    OBSERVEDDoorDash's position
  77. E27

    (extends E03) The full 2022 sentence, with the parenthesis the episode quotes; DoorDash quotes the same sentence (E08 page).

    "For instance, apps could choose to reduce consumers’ costs through changes to the user interface that discourage or eliminate tipping (or, equivalently, consumers could choose to tip less in light of workers’ higher pay, independent of any changes engineered by apps)."
    Where
    DCWP study, Nov 2022, printed p.36 (PDF p.41)
    Read
    30 Oct 2026
    In the episode
    9:21 · The button that moved
    OBSERVED
  78. E28

    (extends E05) Tips "held steady" on apps that kept a checkout tip, and the two current averages.

    "Tips fell by more than $550 million, even as they held steady on rival platforms that kept their interfaces unchanged." (p.1) / "The average tip at Uber Eats and DoorDash is currently $0.76 per delivery." / "In contrast, the average tip is $2.17 per delivery on Restaurant Delivery Apps that offer a tipping option at checkout." (p.2)
    Where
    DCWP tipping report, Jan 2026, pp.1–2
    Read
    30 Oct 2026
    In the episode
    9:21 · The button that moved
    OBSERVEDRegulator's analysis · disputed by DoorDash
  79. E29

    Scope and period of the $554M: Uber Eats and DoorDash workers, from the Dec 2023 design changes to the end of the data (June 2025).

    "After DCWP began enforcing the Delivery Worker Minimum Pay Rate in December 2023, Uber Eats and DoorDash designed changes to their platforms" (p.1) / "The design tricks have resulted in a $554 million decrease in Uber Eats and DoorDash workers’ tip earnings since they were implemented." (p.2) / "based on data from July 2023 (the start of the last quarter before DCWP began enforcing the Minimum Pay Rate) through June 2025" (p.3)
    Where
    DCWP tipping report, Jan 2026, pp.1–3
    Read
    30 Oct 2026
    In the episode
    9:04 · The button that moved
    OBSERVED
  80. E30

    The $22.13 rate and its date, from the release about the tipping laws (replaces 065-26 on screen; 065-26 is the $131.5M pay case, E21). The rate excludes tips.

    "The MPR will increase to $22.13 the first pay period on or after April 1, 2026." / "must now pay workers at least $21.44 an hour (excluding tips) with annual increases, matching the rate for food delivery workers"
    Where
    DCWP release "Major Victory for NYC Delivery Workers: Landmark Protections Take Effect Today", January 26, 2026
    Read
    30 Oct 2026
    In the episode
    8:15 · The button that moved
    OBSERVED
  81. E31

    (extends E17) The window of the $1.18 → $2.29 count, DCWP's own comparison with Nov 2023, and its note that the apps need not fully revert.

    "When comparing the four weeks before January 26, 2026 and the four weeks after, workers’ tips nearly doubled from $1.18 per delivery to $2.29 per delivery" (p.1) / "Though average tips per delivery increased from $1.18 to $2.29 as result of the new laws, this is still lower than the average per worker tip of $3.66 from November 2023, just prior to when Uber Eats and DoorDash redesigned their apps to discourage tipping. This is because the new laws do not require the apps to fully revert to their original designs, which they still deploy outside of New York City." (p.2)

    Open Rechecked 3 Nov 2026: the report still does not say which apps the $1.18 and $2.29 cover. Its context suggests an average across the restaurant delivery apps that report to DCWP: the laws cover "restaurant delivery apps like Uber Eats, DoorDash, and Grubhub", and "all statistics cited in this report are based on DCWP's analysis of data from monthly reports that delivery services are required to submit" (our inference, not the report's statement). The episode names no apps for these two figures.

    Where
    DCWP "Delivery App Report", Jul 2026, pp.1–2
    Read
    30 Oct 2026; rechecked 3 Nov 2026
    In the episode
    10:17, 10:34 · The button that moved
    OBSERVEDRegulator's estimate · apps covered not stated
  82. E32

    The apps' motion covered two laws, LL 107 and LL 108, which the court calls the "Tipping Laws".

    "Plaintiffs' Motion seeks to enjoin the effectiveness and implementation of Local Law 107 ("LL 107") and Local Law 108 ("LL 108") of 2025, which add subsections 20-1522(d)(3), (d)(4), and (d)(5) to the City's Administrative Code (collectively, the "Tipping Laws")."

    Updated 3 Nov 2026: confirmed word for word on the court's stamped copy (ECF Document 38; see E12).

    Where
    SDNY Mem. Decision & Order, 25 Civ. 10268 (GBD), p.1 (checked against the court's stamped copy on 3 Nov 2026)
    Read
    30 Oct 2026; court copy 3 Nov 2026
    In the episode
    9:43 · The button that moved
    OBSERVED
  83. F06

    (extends F05) The full Pew sentence: the "easy" share is "extremely or very easy", for tipping across services.

    "Only about a third say it’s extremely or very easy to know whether (34%) or how much (33%) to tip for different types of services."
    Where
    Pew report, 9 Nov 2023, overview
    Read
    30 Oct 2026
    In the episode
    4:47 · The message at checkout
    OBSERVED
  84. G11

    (extends G08) Wolt's own line above the tip paragraph, its list of things that don't change the fee, the page date, and what the page does not say.

    heading "The fee you see is the minimum", then "Our courier partners will receive 100% of the tips they receive." / list "Things that don't change your fee or task access": "Customer discounts: Promotions are paid by Wolt, not deducted from your fee.", "Customer ratings", "ETA estimates" / page JSON-LD "datePublished": "2026-05-19T07:11:56.414Z". Our search of the saved HTML (text and embedded JSON): 0 hits for "vary", "varies" or "tip amount".

    Updated Rechecked 3 Nov 2026: the live page is the same version as the one saved on 30 Oct (datePublished 19 May 2026, last content update 4 Sep 2026), with the same text; still no hits for "vary", "varies" or "tip amount".

    Where
    Wolt Courier Learning Center, Finland, "Earnings & payments" (the page as saved on 30 Oct 2026)
    Read
    30 Oct 2026; rechecked 3 Nov 2026
    In the episode
    11:05 · Europe's deadline
    OBSERVEDPlus our search: no hits
  85. G12

    (confirms G02, G04, G07) EUR-Lex read in a browser: the deadline, the earnings wording, and no tip or gratuity words.

    Art. 29(1): “Member States shall bring into force the laws, regulations and administrative provisions necessary to comply with this Directive by 2 December 2026.” / Art. 2(1)(i): “…their earnings, including the pricing of individual assignments, their safety and health…” / Whole-word search for tip, tips, tipping, gratuity, gratuities: 0 hits in the directive
    Where
    EUR-Lex full text, read in a browser on 30 Oct 2026: Art. 29(1), Art. 2(1)(i), and a whole-word search of the whole directive
    Read
    30 Oct 2026
    In the episode
    10:44, 10:55 · Europe's deadline
    OBSERVEDChecked in a browser

How strong each claim is

Observed
The source shows it: a filing, a settlement, a law, a court decision, a press release or a company page. The note under the tag says whose words they are, for example DoorDash's position or the regulator's estimate.
Alleged
An attorney general's finding or description. New York's findings were settled without admission, DoorDash denied DC's allegations, and Illinois's settlement, entered by the court on 14 Nov 2024, says DoorDash did not admit liability.
Computed
Numbers we worked out from the sources. The working is in the row and on screen.
Inferred
Our reading of the evidence, labelled as such on screen. Not a measurement.
Unknown
Not published anywhere we looked, or not confirmed by us yet.

Corrections log

30 Oct 2026 · before recording · independent fact checkThese changes were made before the narration was recorded. 3:30: the $102 billion leaves out the orders of the services DoorDash sells merchants for their own websites and apps, not “advertising” as such (A27–A29). 4:26: the tips are “never totalled on its own”, not “missing from every total”, because they sit inside the $102 billion (A14, A15). 4:47: Pew's share is people who find it “extremely or very easy” to know how much to tip (F06). 6:04: Beacon Economics is “an outside economics firm, given DoorDash's data”, tagged company-reported; DoorDash's post doesn't say who commissioned it (D17). 6:36: DoorDash's statement is dated to the day Illinois announced its settlement, 8 Nov 2024 (C07). 7:08 and 12:27: “all of it arrived” and “your tip reached the Dasher” are limited to the state's own example, and the attorney general's opposite framing is on screen (B16). 9:43: “two new city laws” (E32). 10:17: the four-week window and the city's own comparison with $3.66 were added (E31). 10:34: “the law puts it back at checkout”; we don't claim to have seen today's checkout in New York. 11:05: Wolt's own line, “the fee you see is the minimum”, is quoted first, and a question that implied more than the page says was cut (G11). 11:36: “paid Dashers more” became “topped up its own pay to Dashers” (A02). 12:19: “No filing says” became “None of the filings I read says” (A14, A30). On screen: the $22.13 comes from the city's release of 26 Jan 2026 (E30); the $554 million card carries its scope (E29); the 0:00 desk prop and the thumbnail carry the years 2017–19 (B02).

3 Nov 2026 · before publication · publish-day recheck2:17: the Illinois settlement was not left waiting for a judge: the court entered it on 14 Nov 2024 (C04). The narration now says “a judge approved it that same month”, and the receipt and the tally show the entry date and that DoorDash did not admit liability (until then: “Whether it got it, I couldn't confirm” and “proposed”). 9:58: the tag adds that the ruling is on appeal (E12). The court quotes were confirmed on the court's stamped copy (E12), the Q3 10-Q repeats the “misimpression” sentence (A06), and Wolt's page is unchanged (G08, G11).

After publicationNone yet. Corrections will be dated here and listed in the video description.

Company responses

None on file. DoorDash's public statements that the episode quotes are in the ledger: its help pages (D06, D12, D14), its newsroom posts of 12 Nov 2019, 4 Dec 2023, 8 Nov 2024 and 13 Jan 2026 (D01, D02, D17, E01, E02, C06, C07, E08, E26) and its filings. If DoorDash responds to this episode, the response goes here in full, with its date.

Notes

  • The $10 example is the New York attorney general's own worked example for the pay model in place from about May 2017 to September 2019. DoorDash says that model was retired in 2019.
  • The takeaway bag, the tag, the pay slips, the folders and the checkout diagrams are illustrations made for the video, not DoorDash's app. Document text on screen is from the real source, captured on 30 Oct 2026.
  • The three short b-roll shots (rain on a window, a wet street, cobblestones at night) are licensed stock used as atmosphere, not footage of the places or companies discussed.
  • New York City's tip figures are the regulator's estimates from app data. DoorDash disputes the January 2026 figures.
  • “Computed” marks numbers we worked out from the sources; the working is in the row and on screen.
  • Statuses change. “Read” says when each source was opened; status lines were last checked on 3 Nov 2026.
  • Found an error? Leave a comment under the video with the timecode.

Chapters

  • 0:00 The tip you left
  • 0:53 The ten-dollar example
  • 2:47 Where the tip sits
  • 4:36 The message at checkout
  • 5:44 The other side
  • 7:02 The rest of the sentence
  • 8:15 The button that moved
  • 10:43 Europe's deadline
  • 11:33 The final tally