Let’s talk about AI and what I’ve been calling the “DoorDash problem.” This is about to define the next battle in AI, and it might completely transform not only how you order a sandwich — but also how the entire internet economy works in general.

So what, exactly, is the DoorDash problem? Briefly, it’s what happens when an AI interface gets between a service provider, like DoorDash, and you, who might send an AI to go order a sandwich from the internet instead of using apps and websites yourself.

That would mean things like user reviews, ads, loyalty programs, upsells, and partnerships would all go away — AI agents don’t care about those things, after all, and DoorDash would just become a commodity provider of sandwiches and lose out on all additional kinds of money you can make when rea

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