DoorDash, Inc.DASH

DoorDash incorporates third-party and internal AI solutions but warns of risks from competitors using AI agents.

“We incorporate artificial intelligence (“AI”) solutions into our platform, offerings, services, and features, and in support of internal business operations, and we expect these applications will become increasingly important in our operations over time. The procurement of third-party AI tools and the development of our own have required and are expected to continue requiring significant investment, and if, for the reasons described below and other reasons, we are unable to realize the benefits of this investment, our business, financial condition, and results of operations could be adversely affected. Our competitors or other third parties may incorporate AI into their products more quickly or more successfully than us, or otherwise leverage AI in a manner that adversely impacts our business, which could impair our ability to compete effectively and adversely affect our results of operations. For example, the use of AI agents and other emerging technologies may alter how consumers discover, access, and engage with our products and services. These technologies may, among other things, influence search results or the presentation of options in ways that could increase visibility for competing offerings or otherwise shape when and how consumers interact with our products and services. Additionally, if the content, analyses, or recommendations that AI applications assist in producing are or are alleged to be deficient, inaccurate, inappropriate, or biased, or if the use of AI re”

DoorDash incorporates AI solutions and warns of risks from AI agents affecting consumer interactions.

“We incorporate artificial intelligence (“AI”) solutions into our platform, offerings, services, and features, and in support of internal business operations, and we expect these applications will become increasingly important in our operations over time. The procurement of third-party AI tools and the development of our own have required and are expected to continue requiring significant investment, and if, for the reasons described below and other reasons, we are unable to realize the benefits of this investment, our business, financial condition, and results of operations could be adversely affected. Our competitors or other third parties may incorporate AI into their products more quickly or more successfully than us, or otherwise leverage AI in a manner that adversely impacts our business, which could impair our ability to compete effectively and adversely affect our results of operations. For example, the use of AI agents and other emerging technologies may alter how consumers discover, access, and engage with our products and services. These technologies may, among other things, influence search results or the presentation of options in ways that could increase visibility for competing offerings or otherwise shape when and how consumers interact with our products and services. Additionally, if the content, analyses, or recommendations that AI applications assist in producing are or are alleged to be deficient, inaccurate, inappropriate, or biased, or if the use of AI re”

DoorDash notes that AI agents have not yet achieved full potential and require careful investigation to avoid issues with context and workflows.

“In addition to our growth and evolution, there are also new technologies to incorporate. While AI agents haven’t yet achieved their full potential, it’s clear that adding the reasoning power behind LLMs can produce more intelligent systems. But this will require careful investigation as LLMs require verifiable responses to produce great outcomes, and things can go haywire when they don’t have the right context or aren’t connected to the appropriate workflows. And some things - especially in the physical world - have no perfect answers. These cases require judgment.”

DoorDash states AI agents and chatbots will become part of its systems but cannot alone solve customer problems.

“Regardless of technology, AVs, AI agents, or chatbots alone - just like a consumer app - cannot solve the entirety of a customer’s problem. These products will become part of our systems at DoorDash. Like we have done with our existing systems, in order to actually solve the customer’s problem, we must get to the lowest level of detail and get the interactions right between these products and their underlying components. That’s why for example, in the case of AVs, perhaps the most valuable part of what we’re building is our Autonomous Delivery Platform, which will match vehicles to routes and manage the handoffs between AVs and Dashers, and everything in between. Put another way, even as we incorporate new technology to improve our stack, we’re still building systems.”