OpenAI's AI agents, particularly the Operator, are raising concerns among consumer apps such as DoorDash regarding their potential to disrupt traditional retail media models. Retail media relies on merchants paying platforms like Amazon and Walmart to enhance product visibility, which is contingent on shopper traffic. However, the introduction of AI agents that can operate on behalf of users may reduce the need for human interaction, posing a financial challenge for businesses that depend on direct user engagement. In a recent meeting, DoorDash expressed worries about the implications of AI bots potentially overshadowing human users within their app. This sentiment reflects a broader anxiety among retailers about how AI could undermine their advertising strategies. Despite these concerns, DoorDash has partnered with OpenAI to utilize the Operator, which provides insights into user interactions with the AI tool and its impact on traffic to their platform.