DoorDash’s real AI advantage.

DoorDash’s real AI advantage. In response to a viral AI doomer article, Stratechery went town on their silly example of Doordash being an AI-loser. “DoorDash not only has the most restaurant data, but also exclusive data in terms of customer order history, delivery routing, etc. All of this can be leveraged to not only make a better product but also in advertising.” The article argues that fears about DoorDash’s doom at AI’s hands miss the deeper moat: unique operational data, real-world workflows, and powerful network effects. ~ learn more