AI agents threaten to upend the food delivery industry

The Verge details a brewing fight between DoorDash and Bites, a startup that lets diners order directly from restaurants through ChatGPT, bypassing the delivery middleman. DoorDash processed 970 million orders and earned $4.5 billion in a quarter, while Bites charges a flat $1 per order instead of 15–30% commissions.

• DoorDash processed 970 million orders and earned $4.5 billion in a quarter
• Bites works with ~300 restaurants and charges a flat $1 per order vs 15–30% fees
• Bites orders go directly to restaurants from ChatGPT, skipping the middleman
• DoorDash emailed restaurants warning them about being listed on Bites