2 stories tagged by Digg
AI
An essay argues that AI assistants could bring marketplaces new orders while steering shoppers away from the ads and listings those businesses rely on.
Technology
a16z argues that marketplaces earn money when people browse, while AI assistants shopping for users skip that step. It compares 2025 ad revenue with operating income: 2x for Amazon retail, 1.9x for DoorDash and 2.2x for Instacart.