AI agents are coming. But the DoorDash idea only works if you accept a long stack of assumptions. The Verge article lays out the tension. When an AI sits between you and a service, the platform may lose the customer. It sounds neat. Almost certain. But the future rarely moves in straight lines. It only looks that way if every assumption holds. Some will not. Here are some possible weak spots. Assumption 1: AI agents will be neutral. They will not. Compute costs money. Either prices go up, or the AI layer builds its own ads, preferred partners, and rewards. Middlemen do not disappear. They move to another level. Assumption 2: People always pick the lowest price. Most people stick with the default settings. Power users adjust things. And people bring their brand habits everywhere. Coke. Nike. Amazon. These are not just price choices. They are also identity choices. Those habits will flow straight into the bot. Assumption 3: Agents will handle every last step. Maybe, but it is not a sure thing. AI still struggles with captchas, logins, refunds, and messy edge cases people solve without thinking. Plenty of users will still want final approval. Assumption 4: Platforms will give in. Amazon already sued. Others will follow. Expect throttling, gated access, and an agent API economy where the tolls return. Assumption 5: Logistics and trust are simple to copy. They are not. You trust Uber or TaskRabbit because the person or item actually shows up. AI cannot replace that layer. Labor, delivery, and real world execution form the moat. Costs will keep rising until robots or drones cover the gap. In the meantime, companies will push more of that cost to the customer. Minimum tips. “Convenience fees.” Hidden surcharges. It all gets baked into the service. Assumption 6: Fraud will stay manageable. Not a chance. Once agents handle actions for millions of people, bad actors will attack the agents instead of the users. Fake merchants. Poisoned listings. Identity traps. You can cripple the agent layer by confusing its inputs. This fight will be constant. Assumption 7: Regulators stay quiet. They will not. Antitrust, transparency rules, and access rights are already turning into turf wars. The money side may get settled in court before it gets settled in code. The clean “AI agents run all of commerce” pitch feels tidy in podcasts. But real adoption depends on labor costs, platform choke points, fraud battles, lawsuits, and what people actually trust. AI agents are coming. Just do not expect the world to rearrange itself without friction. The messy middle is where the real outcomes will be set. What do you think? https://lnkd.in/euPhZrAi