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DoorDash CTO reveals how AI agents will transform commerce industry

Jack Altman Joins Benchmark on The Twenty Minute VC (20VC)The Twenty Minute VC (20VC) · 20VC: Anthropic Wipes Billions Off Markets | Citrini...

“It's not something we want no one wants to delegate to an agent how to decide what food they get and then have the thing come up.”

27:20 / 27:53

It's not something we want no one wants to delegate to an agent how to decide what food they get and then have the thing come up. Good news. I save you $2. Bad news. You like the high end pizza, but I got you the crappy little pizza. Can I add just one thought? Here's Andy Fang, CTO

of DoorDash. We strongly believe agenda to con commerce will be transformative to our industry. He believes this. I believe it has I have a a large investment exposed to the space, and I can see agents and AI ripping through it. I think the examples we think are safe. This is Sichos saying we need to earn the right to service customers,

About this clip

Jack Altman discusses the risks of AI agents making personal decisions like food ordering, while highlighting DoorDash CTO Andy Fang's bullish view that agents will be transformative to commerce. The conversation explores the tension between automation convenience and maintaining customer control over personal preferences.

Why this clip

Features a direct quote from a major tech executive about AI's transformative impact on a billion-dollar industry, combined with contrasting views on implementation challenges.

27:20 - 27:5333smarket insight
ai-agentscommerce-automationdoordash

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Jack Altman Joins Benchmark

1 appearance · 5 clips

What they said next

Jack Altman predicts 30-40 million US jobs could disappear in four years

41:55 - 39s · prediction

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Jack Altman predicts 30-40 million US jobs could disappear in four years

Jack Altman discusses potential AI-driven job displacement across customer support, legal, and bookkeeping roles, estimating 30-40 million jobs at risk within four years when including autonomous driving. He tempers this prediction by pointing to Waymo as an example of how revolutionary tech often takes longer to scale than initially projected.

41:55 - 42:3339s
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The Twenty Minute VC (20VC)The Twenty Minute VC (20VC) · Jack Altman Joins Benchmark

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Jack Altman has data from 10,000 restaurants proving people want AI food agents

Jack Altman argues that AI agents for food recommendations aren't just a nice-to-have but a proven market need, citing data from over 10,000 restaurants. He envisions agents that combine your personal order history, price preferences, and real-time social media trends to deliver superior restaurant recommendations. The conversation touches on whether this represents a fundamentally disruptive opportunity worth building a new company around.

33:24 - 34:2359s
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SaaS apps becoming dumb databases while AI captures the incremental value

A discussion on how AI disruption threatens to commoditize existing SaaS applications by making them into basic databases, while new AI-powered solutions capture the incremental value from marginal improvements. The speaker shares a real example of reducing their team from 12 to 2 people while maintaining 8-figure revenue through AI automation, illustrating the concept of 'Ghost GDP' - economic value created without traditional human labor.

34:25 - 35:1853s
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