AI could upend food delivery

AI agents are beginning to shift customer ordering away from app-based platforms and toward conversational interfaces like ChatGPT, threatening the economics of middlemen such as DoorDash by reducing commissions, ad revenue, and upsell opportunities. For CIOs and technology leaders, this signals a broader platform shift: IT organizations will need to rethink digital channel strategy, API and partner integration, customer data ownership, and governance as agent-mediated commerce weakens direct control over the user relationship.