Mon. 06/02 – How DoorDash Has Quietly Been Killing It

Jun 2, 2025 15m

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Episode Description

We know WWDC might be underwhelming this year, but to what degree? Is Samsung about to pick Perplexity as its horse in the AI race? AI based acquisition and wrapups continue to be the new hotness in VC investing. And how DoorDash has quietly been killing it in the delivery space. Sponsors: AGNTCY.ORG QualiaLife.com/ride and code RIDE Links: Apple Developer Event Will Show It’s Still Far From Being an AI Leader (Bloomberg) Samsung Nears Wide-Ranging Deal With Perplexity for AI Features (Bloomberg) Google quietly released an app that lets you download and run AI models locally (TechCrunch) Early AI investor Elad Gil finds his next big bet: AI-powered rollups (TechCrunch) Meta Aims to Fully Automate Ad Creation Using AI (WSJ) DoorDash CEO Tony Xu is taking on the role of industry consolidator in food delivery (CNBC)

AI-Generated Summary

WWDC 2025: Expectations and Concerns

The upcoming WWDC 2025 raises some eyebrows with insiders suggesting it may underwhelm in terms of AI innovations. Many expect Apple to unveil its foundation models to third-party developers, which while significant, is viewed as an incremental step. The company is cautious this year, wanting to avoid credibility loss after showing off technologies that weren't ready last year. New features in development, including a revamped Siri and a health app service, are not expected to debut until 2026.

Samsung Bets on AI Integration with Perplexity

Samsung is reportedly close to a deal to invest in AI startup Perplexity, exploring the integration of its technology across Samsung devices. This move aims to decrease reliance on Google and enhance Samsung's AI capabilities. Perplexity stands to benefit significantly as this would mark their largest mobile partnership yet, with plans to include its app in the Galaxy S26 as a default assistant.

Google Launches AI Edge Gallery App

Google has quietly introduced the AI Edge Gallery, allowing users to download and run AI models locally on Android devices without needing to connect to the internet. This alpha release seeks to increase privacy and provide more accessible AI functionalities, suggesting a new direction in mobile AI application.

Meta's Ambitious AI Ad Automation Plan

Meta aims to fully automate ad creation using AI by 2026, enabling brands to create targeted advertisements with minimal input. This initiative could drastically reduce the barriers for smaller businesses to leverage sophisticated marketing campaigns.

DoorDash's Dominance in Food Delivery

DoorDash, under CEO Tony Xu, has transformed into a formidable industry consolidator, recently acquiring Deliveroo and Seven Rooms amid continuing competition in the food delivery sector. Although the company has slim profits, its strategy of consistently innovating and expanding market share distinguishes it from rivals like Uber Eats.