Nilay Patel

But there's a lot of things you have to know, right, that you're depending on that ecosystem to provide you to make Alexa just book a repair service professional for you, right? Yeah. That's the part where every time I talk to anybody about agentic systems, I'm like, oh, this is where it falls in. Payment is the other one. And the thing I've been calling it is just the DoorDash problem.

If you say, order me some food, and it goes and uses DoorDash for you or Grubhub or whatever, you've commoditized those service providers, and you've started to crush their margins. And after a while, you might not want to be – because they can't upsell you anymore. They can't sell you their subscription credits or whatever else they want to do. They can't put advertising in front of you.

If you say, order me some food, and it goes and uses DoorDash for you or Grubhub or whatever, you've commoditized those service providers, and you've started to crush their margins. And after a while, you might not want to be – because they can't upsell you anymore. They can't sell you their subscription credits or whatever else they want to do. They can't put advertising in front of you.

If you say, order me some food, and it goes and uses DoorDash for you or Grubhub or whatever, you've commoditized those service providers, and you've started to crush their margins. And after a while, you might not want to be – because they can't upsell you anymore. They can't sell you their subscription credits or whatever else they want to do. They can't put advertising in front of you.

because the robot's looking at their website, not a person. And I don't know why they would participate in that unless you have actually solved this payment problem to make that valuable to them.

because the robot's looking at their website, not a person. And I don't know why they would participate in that unless you have actually solved this payment problem to make that valuable to them.

because the robot's looking at their website, not a person. And I don't know why they would participate in that unless you have actually solved this payment problem to make that valuable to them.

If you run Food Delivery Service A, I won't name the names to keep them out of it, but if I run Food Delivery Service A and I have a deal with you and Food Delivery Service B shows up and signs a deal with you and I just ask Alexa to order some food, Suddenly, Alexa is in control of a lot of revenue.

If you run Food Delivery Service A, I won't name the names to keep them out of it, but if I run Food Delivery Service A and I have a deal with you and Food Delivery Service B shows up and signs a deal with you and I just ask Alexa to order some food, Suddenly, Alexa is in control of a lot of revenue.

If you run Food Delivery Service A, I won't name the names to keep them out of it, but if I run Food Delivery Service A and I have a deal with you and Food Delivery Service B shows up and signs a deal with you and I just ask Alexa to order some food, Suddenly, Alexa is in control of a lot of revenue.

But why would they have a preference over where the sandwich comes from?

But why would they have a preference over where the sandwich comes from?

But why would they have a preference over where the sandwich comes from?

The other part of this, which is equally complicated, is that's partnerships and that's agentic stuff. And usually when I talk to people at agentic services, it's to open the ecosystem to say, OK, we can browse the web for you. Now we have access to everything. You are doing that in a much tighter way, right? You're saying this is how we're going to bring partners in. Why make that decision?

The other part of this, which is equally complicated, is that's partnerships and that's agentic stuff. And usually when I talk to people at agentic services, it's to open the ecosystem to say, OK, we can browse the web for you. Now we have access to everything. You are doing that in a much tighter way, right? You're saying this is how we're going to bring partners in. Why make that decision?

The other part of this, which is equally complicated, is that's partnerships and that's agentic stuff. And usually when I talk to people at agentic services, it's to open the ecosystem to say, OK, we can browse the web for you. Now we have access to everything. You are doing that in a much tighter way, right? You're saying this is how we're going to bring partners in. Why make that decision?

Why not say we can just go browse the web and do whatever?

Why not say we can just go browse the web and do whatever?

Why not say we can just go browse the web and do whatever?

Yeah. So that's asking Alexa to do something, and it goes off and does something in the world, right? It schedules a repair person. It orders some food. It books a flight. Great. Then there's the stuff in your home, which Alexa has historically been very good at, right? Turn the lights on and off, make a routine.