AI Agents and the DoorDash problem

If you are a business owner, what happens when your customer tells the robot to buy something for you based on only set parameters, and ignores everything else such as discounts, loyalty, rewards, or upsells? That’s the possible future with AI agents performing tasks such as ordering a sandwich, or the DoorDash problem.

But if people stop using the apps and websites and start sending agents instead, that business really starts to break down. Because DoorDash and all the other service providers make their money by having a direct relationship with customers they can monetize in lots of different ways. It’s basic stuff like promotions, deals and discounts, ads for other stuff, their own subscriptions like DashPass and Uber One, and whatever other ideas they might have to make money in the future.

But AI doesn’t care about any of that stuff — if you ask for a car to the airport, an AI might just open Uber and Lyft and always pick the cheapest ride. These big App Store era services might just become commodity databases of information competing on price alone, which might not actually be sustainable, even if it might be the future.