Speaker unverified: belief

Transcript context

…You only get a right to do this cool UI stuff if the logistics is right. Totally. The challenge with the product like a DoorDash is you have to do the whole thing end-to-end, or you have to have great coordination or communication mechanisms. We definitely agree with you that I think there's definitely going to be a place where in the future, as these AIs develop their—whatever we want to call them—app ecosystems, relationships, I think, with companies like ourselves that can, exactly what you just said, do the jobs to be done in their regular life. I think that will be a source of top-of-funnel for us. I think the hard part is making sure that we can actually deliver on the promise. Sometimes, a cautionary tale of the past, I remember services, Google food ordering launched in, I forget, 2015 or '16, and they allowed you to order delivery, for example, from various Google surfaces: Google Maps, Google Search, et cetera. While on the one hand, it was low friction, and they could send lots of traffic, they couldn't get the retention. This is where we're talking about consumer businesses and retention being the name of the game. The reason was because they didn't know how to contact the driver, they didn't know if the driver couldn't find you, if something was taking a little bit longer, if something was out of stock. There's a lot of things that happen after the checkout button. I think this is one thing, back to what we were talking about earlier about what is the correct UI. It's not obvious to me that it's just a chat interface, that there are all of these different components that have to be solved. The way I think about it is, okay, regardless of whatever we ship, whether it's on our own surface, other people's 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. Last question. What is food that you can get in other places when you visit London, when you visit some other city that you wish you could get in the Bay Area, but you can't?…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.