To replicate marketplaces like $DASH or $AXP you need to replicate the demand and supply side. AI apps will do the demand side work for you, so to compete w DoorDash you just need to build the driver and restaurant network. The biggest competitor will likely be direct restaurant

Noah Smith 🐇🇺🇸🇺🇦🇹🇼 Hey Noah, I’m Alap, co-author of the piece with @Citrini7 . I would urge you to start by reading part 1 of The Global Intelligence Crisis here x.com/alapshah1/stat… You’re right nothing we are articulating is new news, the original part is linking the micro losses in specific

Ben Thompson QuantPM I'm the co-author of the piece with Citrinitas Research . Went through your piece today. We used DoorDash as an example because it's a large marketplace, but the real thought exercise is about what happens when today's phone app UI ordering moves to agentic AI ordering. In your aggregation

Excited to be on Odd Lots to talk about the politics of AI. AI today is less important than it will ever be. Over the past year, AI rose in issue importance faster than any issue we track — it's now more important to voters than climate change, child care, and abortion.

Information overload keeps getting worse, we all understand the negative impact on our well being. Today’s AI represents the first time software intelligence is advanced enough to give users the ability to push back and manage this information overload. That’s why we’re building

THE BUILD CEILING In the past few weeks, I've seen two different startups lose enterprise deals: one $1M ACV killed at the final stage of approval, another seven-figure ACV (that's been a customer for 2+ years) now on the chopping block. Same reason both times: the buyer decided