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Find XO: AI Challenges the Cost Structure and Ordering Method of Delivery Apps (theverge.com)

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Writing language: Korean Read in the original language

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- DoorDash processed about 970 million orders in 2 quarter this year and achieved sales of $4.5 billion. - Byte, a startup contracted with about 300 restaurants in the Bay Area, offers a fixed fee of 1 dollars per order to lower prices and provides an AI-based service that allows users to order directly via ChatGPT. - DoorDash sent a warning email alleging that Byte registered some restaurants on its platform without authorization. - As AI agents take over order processing, this could impact delivery apps' opportunities to communicate directly with customers and affect advertising revenue.
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Editorial opinion startupxo

It's particularly noticeable that Byte has introduced a way to take orders directly from ChatGPT. However, since they received a warning from DoorDash due to unauthorized registration issues, it would be good to see how they handle agreements with restaurants and legal measures. As AI agents become more widespread, the revenue structures and marketing methods of delivery platforms will also change significantly, so I recommend closely examining the specific changes that existing platform users and restaurants will actually experience.
Writing language: Korean

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