The DoorDash Problem: How AI browsers are a huge threat to Amazon

The DoorDash Problem: How AI browsers are a huge threat to Amazon

Okay, let’s talk about AI and what I’ve been calling the “DoorDash problem.” This is about to define the next battle in AI, and it might completely transform not only how you order a sandwich, but also how the entire internet economy works in general. If you’ve been listening to the show this past year, you’ve heard me bring up the Doordash problem nearly a dozen times. I’ve been asking CEOs and leaders in tech and AI about it any chance I can get. Now, a lawsuit between Amazon and Perplexity is bringing this exact issue to the forefront, kicking off a major AI browser fight that could define the future of agents and the web itself. Links: Amazon and Perplexity have kicked off the great AI web browser fight | The Verge Amazon sues to stop Perplexity from using AI tool to buy stuff | Bloomberg Amazon's Cease and Desist letter to Perplexity | Amazon Bullying Is not innovation | Perplexity Amazon gets hit by a Comet | Platformer Humans Only! Why Amazon doesn’t want AI shoppers | NY Mag Amazon vs Perplexity: the AI agent war has arrived | The Guardian Amazon ad revenue soars 24 percent to $17.7 billion | THR Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder is produced by Kate Cox and Nick Statt and edited by Ursa Wright. Our editorial director is Kevin McShane. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Dr. Jill Lepore on why the AI backlash is vital for the future

Dr. Jill Lepore on why the AI backlash is vital for the future

Dr. Jill Lepore is one of the best writers there is at identifying institutional patterns in history, and Decoder is a show about systems and organization — so her new book, The Rise and Fall of the A...

20 Heinä 59min

Proton’s CTO: No company is going to jail for you

Proton’s CTO: No company is going to jail for you

We’ve got the first of a two-part series on the systems that run the world: I’m talking today with Bart Butler, the CTO of Proton, the company that makes private and secure productivity software. Th...

16 Heinä 1h 24min

Yes, even Nvidia's head of automotive is fighting for compute

Yes, even Nvidia's head of automotive is fighting for compute

Nvidia is obviously in the news constantly because of the AI boom — but it's also a major supplier to the entire auto industry As head of Nvidia's automotive division, Xinzhou Wu has a front-row seat ...

13 Heinä 1h 11min

Why did Comcast ever buy NBC?

Why did Comcast ever buy NBC?

My guest today is Peter Kafka, chief correspondent at Business Insider and host of Channels, a podcast about the media industry. And it’s a big week for the media industry — Comcast just announced tha...

9 Heinä 1h 2min

Inside the big business of the creator economy, with Ali Berman and Raina Penchansky

Inside the big business of the creator economy, with Ali Berman and Raina Penchansky

Today I’m talking with Ali Berman and Raina Penchansky, who run the Creators Division at United Talent Agency. UTA is an enormous talent agency, and Ali and Raina's creators division represents some o...

6 Heinä 1h 8min

The CMO is a dying role, says Digitas' Amy Lanzi

The CMO is a dying role, says Digitas' Amy Lanzi

We’ve got a special Decoder today. I had the chance to talk with Amy Lanzi, the CEO of Digitas North America, in front of a live audience at the Uber villa at the Cannes Lions advertising festival in ...

2 Heinä 56min

He changed outdoor cooking forever — then took over Weber

He changed outdoor cooking forever — then took over Weber

It’s time for our annual Fourth of July grill episode here at Decoder, which is when we invite the CEOs of outdoor cooking companies onto the show to explain just how their businesses kind of look lik...

29 Kesä 1h 11min

Rewind: CEO Jim Farley on Ford's EV gamble

Rewind: CEO Jim Farley on Ford's EV gamble

Hey everyone, Nilay here. You might remember I took a break from Decoder last year — we had a baby, so I took some leave. In my place, we had an excellent slate of guest hosts, and we’ve been working ...

25 Kesä 1h 3min

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