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: Katie Nolan, Fox Sports TV Host

Recode Decode: Katie Nolan, Fox Sports TV Host

Katie Nolan talks with Peter Kafka about how she went from Tumblr to YouTube to television, specifically Fox Sports 1, where she hosts "Garbage Time with Katie Nolan." They also discuss online harassment and why Nolan thinks the only logical response to trolls is fighting back. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Joulu 201523min

Recode Decode: Marc Lore, Jet.com CEO

Recode Decode: Marc Lore, Jet.com CEO

Jet.com CEO Marc Lore talks with Re/code's Senior Commerce Editor Jason Del Rey about trying to build a new e-commerce giant when rival Amazon has a 20-year lead. Also: Why is Jet.com raising so much money? Later on: Kara Swisher, Lauren Goode and special guest Ina Fried discuss "The Hunchback of Cupertino," Apple's new iPhone battery case. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Joulu 201545min

Recode Decode: Brian Rolapp, NFL Media Czar

Recode Decode: Brian Rolapp, NFL Media Czar

The NFL's media czar Brian Rolapp talks with Peter Kafka about why Internet companies might (or might not) get the rights to a soon-to-be-auctioned set of games. They also discuss what makes live sports different from other forms of TV and the impact of fantasy sports on the game. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Joulu 201533min

Recode Decode: Dick Costolo, Former Twitter CEO

Recode Decode: Dick Costolo, Former Twitter CEO

Former Twitter CEO Dick Costolo sits down with Kara Swisher to talk about what he's doing next, what he thinks of Twitter's future under Jack Dorsey and why men often fail to "do diversity." Later, Lauren Goode wheels in to Kara's desk to answer readers' questions about "hoverboards." Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Joulu 201555min

Recode Decode: Ricky Van Veen, CollegeHumor Co-Founder

Recode Decode: Ricky Van Veen, CollegeHumor Co-Founder

In this first episode of Peter Kafka's new weekly "Re/code Decode" interviews, CollegeHumor co-founder Ricky Van Veen sits down with Peter to talk about monetizing content on the Internet and why it's so hard. Plus: Why is a lot of that content moving to "old" platforms like TV, and who's more powerful, Rupert Murdoch or Mark Zuckerberg? Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Joulu 201532min

Recode Decode: Brian Chesky, Airbnb CEO

Recode Decode: Brian Chesky, Airbnb CEO

Airbnb CEO Brian Chesky talks with Kara Swisher about being in Paris during the city's recent terror attacks, and what the hospitality company is doing after a major political win in San Francisco. Later, Lauren Goode gets a new job as Kara's personal shopper, with some help from The Verge's holiday gift guide. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Marras 201553min

Recode Decode: B.J. Novak and Dev Flaherty, The List App Co-Founders

Recode Decode: B.J. Novak and Dev Flaherty, The List App Co-Founders

The List App co-founders B.J. Novak and Dev Flaherty talk about their new mobile-social app for making lists and how tech is changing the entertainment world. Later, Lauren Goode joins Kara to talk about Apple's new iPad Pro and whether it's worth the upgrade. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Marras 201550min

Recode Decode: Brent Bushnell and Eric Gradman, Two Bit Circus Co-Founders

Recode Decode: Brent Bushnell and Eric Gradman, Two Bit Circus Co-Founders

Two Bit Circus CEO Brent Bushnell and CTO Eric Gradman talk with Kara Swisher about their high-tech circus, STEAM Carnival; fixing education; and why playing games will break down kids' aversion to the sciences. Later, Lauren Goode finds out if the new BlackBerry Priv is good enough to challenge Kara's iPhone. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Marras 201544min

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