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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Recode Decode: JPMorgan Chase CEO Jamie Dimon

Recode Decode: JPMorgan Chase CEO Jamie Dimon

JPMorgan Chase president, chairman and CEO Jamie Dimon talks with Recode's Kara Swisher about how big banks are both competing against and collaborating with Silicon Valley. He explains why tech company IPOs have sharply declined in 2016 but says he's certain they will return. Dimon also reflects on the anger directed at banks throughout the 2016 election and what the next president needs to do to make things right. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Touko 201640min

Recode Decode: Rep. Nancy Pelosi

Recode Decode: Rep. Nancy Pelosi

U.S. Rep. and House Minority Leader Nancy Pelosi sits down with Recode's Kara Swisher to talk about the 2016 election, immigration reform and how Congress is trying to work with and learn from the tech industry. Pelosi says she's certain that Hillary Clinton will defeat Donald Trump in the presidential race and explains why she sides with Apple in its ongoing encryption battle against the FBI. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Touko 201647min

Recode Decode: Walt Mossberg

Recode Decode: Walt Mossberg

On this special episode of "Recode Decode," we celebrate the relaunch of Recode.net with an extended interview between Recode co-founders Kara Swisher and Walt Mossberg. In 1991, Mossberg was laughed out of the Secretary of State's office for announcing that he would start writing about technology. Three media companies and 25 years later, he reflects on the changing landscape of tech journalism. Plus: Kara and Walt preview the upcoming Code Conference and look back on a decade of conference highlights and lowlights. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Touko 201648min

Recode Decode: Deeds Not Words' Wendy Davis

Recode Decode: Deeds Not Words' Wendy Davis

Former Texas State Senator Wendy Davis -- most famous for her filibuster to stop legislation that would severely restrict abortions in that state -- talks with Kara Swisher about her new digital initiative Deeds Not Words, which hopes to mobilize young women into political action. She discusses her history of confronting misogyny and discrimination, both in real life and online, and why progress in women's rights has been so slow. Davis thinks women must forcefully call out attempts to silence them and learn to put a human face on grim statistics. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Touko 201643min

Recode Decode: Keith Rabois says winter is coming for wasteful startups

Recode Decode: Keith Rabois says winter is coming for wasteful startups

Khosla Ventures investment partner Keith Rabois talks with Kara Swisher about building PayPal before the dot-com crash and the entrepreneurial lessons he applied from that company to later jobs at LinkedIn, Slide, Google and Square. Now, as a venture capitalist, he sees himself as a consulting psychologist for many companies in his portfolio. He also discusses why investors who once feared missing the next Uber are now rejecting startups with high burn rates. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Huhti 201651min

Recode Decode: Steve Case’s “Third Wave”

Recode Decode: Steve Case’s “Third Wave”

Investor and former America Online CEO Steve Case, the author of a new book called "The Third Wave," talks with Kara Swisher about how companies like AOL made on-ramps to the Internet and where we'll find the next big ideas. He dissects why the notorious AOL Time Warner merger failed and explores what the big market leaders need to do to stay on top. America can create millions of new jobs, he argues, by expanding the startup mentality nationwide, including to non-tech sectors. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Huhti 201650min

Recode Decode: Dave Gilboa and Neil Blumenthal, co-CEOs, Warby Parker

Recode Decode: Dave Gilboa and Neil Blumenthal, co-CEOs, Warby Parker

Warby Parker co-founders and co-CEOs Dave Gilboa and Neil Blumenthal talk with Re/code's Senior Commerce Editor Jason Del Rey about how they challenged the incumbents of the eyewear business, which is dominated by one company, Luxottica. They explain why they expanded beyond their online sales business into old-fashioned retail stores and why, even in the digital age, a strong brand name is vitally important for fashion. Plus: Where did the name "Warby Parker" come from? Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Huhti 201639min

Recode Decode: Anne Wojcicki, CEO, 23andMe

Recode Decode: Anne Wojcicki, CEO, 23andMe

Kara Swisher talks with 23andMe CEO Anne Wojcicki about why the personal genomics company's mission is unchanged after a battle with the FDA. Wojcicki argues that understanding one's own genetic traits is part of a broader trend of consumers taking control of their health. She also discusses being a famous female tech executive, what she thinks of 23andMe's embattled peer Elizabeth Holmes of Theranos and why she doesn't read her own press (especially when it is about her relationship with New York Yankees star Alex Rodriguez). Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Huhti 201655min

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