Xu: Chat interfaces fail in commerce unless they solve the end-to-end job
Tony Xu · The economics and trends of the restaurant industry, with Tony Xu of DoorDash · Apr 21, 2026 · at 1:24:05
DoorDash CEO Tony Xu argues that AI agent ordering interfaces are ineffective without full integration into physical delivery logistics.
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“It's not obvious to me that it's just a chat interface, that there are, you know, all of these different components that have to be solved. And so I think You know, the way I think about it is, okay, regardless of whatever we ship whether it's on our own you know, surface, other people's, you know, surfaces, are we solving the end-to-end job? If we are not solving the end-to-end job, it's not going to matter.”
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