AI could upend food delivery
Delivery apps like DoorDash and Uber Eats have changed how diners eat and how restaurants operate. AI could force a new kind of reckoning for the industry.
DoorDash, the leading food delivery app, processed 970 million orders in its second quarter this year and generated $4.5 billion in revenue. A 10-person startup called Bites is a blip in comparison: It has just around 300 restaurants signed up in the Bay Area, where it’s operating as a pre-seed startup. But this summer, Bites caught DoorDash’s attention.
In August, a slew of restaurants in the Bay Area received a strange email from DoorDash, warning businesses that they may be listed without their consent on Bites.
The form letter, copies of which were seen by The Verge, said that DoorDash had heard from “several partners” that were adde …
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