Imagine a world where AI handles all your online shopping. Sounds convenient, right? But this future is creating a major headache for companies like DoorDash and Amazon. They’re facing what’s being called the “DoorDash problem,” and it’s about to shake up the internet economy. Are we handing over too much control to AI agents?
So, what exactly *is* the DoorDash problem? Picture this: instead of opening the DoorDash app, you tell your AI assistant, “Order me a sandwich.” The AI does it all, bypassing DoorDash’s app, ads, loyalty programs, and upsells. DoorDash simply becomes a faceless sandwich provider, losing valuable customer interaction and revenue opportunities. This isn’t just a DoorDash issue; it threatens any service-based company reliant on app or website engagement, from Uber to Airbnb.
## The Rise of AI Agents
We’ve seen this movie before. The late ’90s dot-com boom envisioned everything moving online, but the technology wasn’t quite there. Smartphones changed the game, ushering in the app economy and giants like Uber and DoorDash. Now, venture capitalists are betting on AI agents to be the next big thing – the tech shift to replace the app.
Companies are racing to develop AI-powered assistants and web browsers that handle tasks automatically. But here’s the catch: this vision hinges on a fragile relationship. If AI agents start doing all the online purchasing, what incentive do consumers have to go to individual sites and view ads, deals, and more? This AI world could disrupt existing online business models and how companies interact with their customers.
## Amazon vs. Perplexity: The First Shot?
Amazon’s recent lawsuit against AI search company Perplexity is a clear sign of the escalating tensions. Amazon is trying to block Perplexity’s AI-powered browser, Comet, from shopping on Amazon.com. Perplexity has fired back, calling the lawsuit an act of “bullying.” This is likely just the opening battle in a larger war over who controls web browsing and the future of online experiences. Who will own the customer relationship in the age of AI, the platforms or the AI agents?
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