AI 外卖初创 Bites 挑战 DoorDash，LLM 入口之争浮现
原标题：AI could upend food delivery
AI 摘要
The Verge 报道称，DoorDash 向湾区多家餐厅发出警告邮件，称它们可能在不知情的情况下被列在 AI 原生外卖初创公司 Bites 上，并提示这种做法可能违法。Bites 允许用户直接在 ChatGPT 中向餐厅下单，绕过 DoorDash 等中间平台，仅收取每单 1 美元附加费，已有餐厅反馈来自 DoorDash 的订单占比大幅下降。文章将这一冲突称为“DoorDash 问题”，指出 LLM 成为互联网入口后，DoorDash、Amazon 等依赖广告、订阅和加价推荐的应用与网站将失去对消费者关系的控制。
正文节选
DoorDash, the leading food delivery app, processed 970 million orders in its second quarter this year and generated $4.5 billion in revenue. A 10-person startup called Bites is a blip in comparison: It has just around 300 restaurants signed up in the Bay Area, where it’s operating as a pre-seed startup. But this summer, Bites caught DoorDash’s attention. AI could upend food delivery Delivery apps like DoorDash and Uber Eats have changed how diners eat and how restaurants operate. AI could force