I'm Julia Borsden, and you're listening to CNBC's Tech Tech.

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Happy Monday. Welcome to Tech Check. I'm John Ford with Carl Kintanilla. Back again, and Diajabosa. Some news crossing just now at 11. DoorDash is going deeper into grocery, partnering with Albertsons to offer on-demand delivery within an hour for nearly 2,000 stores across the country. It's going to be available on DoorDash's member program Dash Pass and joining a crowded grocery delivery space with Uber, Instacart, Walmart, Amazon, and others.

DoorDash CEO, Tony Shue, is going to join us later on this announcement exclusively.

A DoorDash also expanding into Japan and pet goods, but Dee, this comes on the first of Amazon's two prime days.

They call it prime day, but it's prime days.

And really, to me, it's a story about loyalty and logistics, the value of Dash Pass, you know, trying to make this business model work for these

various delivery companies by getting a higher share of wallet in the things that people want

conveniently. We saw DoorDash push into convenience stores and into pharmacies, drug stores,

now going deeper into grocery at a time where its model seems to be

leading the way when it comes to efficiency, at least so far.

Yeah, and John, we saw shares actually turn positive.

Right as we broke this news, Doordash shares now up about more than 1%.

That was a very quick turnaround.

To me, this is a story about dominance.

DoorDash has really been able to come in almost out of nowhere and dominate the food delivery

market. It's been able to do that in convenience and takeout. Now it's really going at the

grocery market, perhaps challenging the likes of Instacart. What's so interesting, though, is Uber is trying to do

the same thing, and investors just haven't really responded in the same way. If you look at a one

month, Uber shares are actually lower where DoorDash has just been dominating up more than 20%.

So there's a real belief from investors that DoorDash perhaps could pull it off at the same time,

though, Carl, there's competition, DoorDash. Remember last year launched Dashmarts? So it's actually getting into the space. Those are its own owned and operated convenience stores. What's stopping it from going into groceries? Now that it's going to be getting data from Albertsons, I wonder, I'm going to ask Tony Shoe if you had to make any assurances to Albertsons that they wouldn't compete with them in the future. Yeah, it's fascinating. We've got some news regarding Shopify today. Now there's this DoorDash news. It does appear like those players in the e-com space are trying to make their own bit of news as we pay a lot of attention to Amazon this week, guys. In the meantime, our first guest this hour added to his Google position following the Fed on Friday, making it now the largest single stock holding in his portfolio, and joins us on a day where the Dow is up more than 500 points. Best day since early March, bouncing back from Friday in the worst week of the year. Good timing for Satori Fund founder, Dan Niles, who's back with us

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