AI Agents and DoorDash's Market Position Debate

A lot of people took issue with the viral Citrini Research article's claim that DoorDash's moat will be compromised by AI agents. Co-author @alapshah1 defends the argument: "I think it's going to take time, but there are a lot of smaller driver aggregation networks that exist today, that are not the ones that we know about." "All of those businesses will just have huge opportunities to take market share." "Ultimately what we're saying is the friction in doing commerce is going way down. Places where there are rents, the prices can go down. But ultimately, this is just an opportunity for more and more entrepreneurs to build businesses for the new world." His full response: