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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Stack Overflow users don't trust AI. They're using it anyway

Stack Overflow users don't trust AI. They're using it anyway

Stack Overflow CEO Prashanth Chandrasekar was last on the show in 2022 — just one month before ChatGPT launched and upended literally everything for Stack Overflow in a deeply existential way.  He ca...

15 Joulu 20251h 4min

Sen. Ed Markey wants media companies to fight for the First Amendment

Sen. Ed Markey wants media companies to fight for the First Amendment

Massachusetts Sen. Ed Markey and I agree it seems like democracy is on the line right now, especially around the First Amendment and the increasing pressure the Trump administration — especially FCC c...

11 Joulu 202557min

Square's product chief on the death of the penny and the future of money

Square's product chief on the death of the penny and the future of money

Today, I’m talking with Willem Avé, who’s the head of product at Square. You know Square — it was started by billionaire Jack Dorsey of Twitter fame more than 15 years ago, and it got big on the back ...

8 Joulu 20251h 13min

The tiny team trying to keep AI from destroying everything

The tiny team trying to keep AI from destroying everything

Today, I’m talking with Verge senior AI reporter Hayden Field about some of the people responsible for studying AI and deciding in what ways it might… well, ruin the world. Those folks work at Anthrop...

4 Joulu 202538min

IBM CEO Arvind Krishna says there is no AI bubble after all

IBM CEO Arvind Krishna says there is no AI bubble after all

IBM was instrumental to the entire 20th century of computing — but it's a lot harder for most of us to see what it's been up to during this century. That's because it's fully an enterprise company, an...

1 Joulu 20251h 9min

What the climate story gets wrong

What the climate story gets wrong

Hey everyone, it's Nilay. It’s been great being back in the Decoder chair this fall, and we’ve got a bunch of great episodes coming up to round out the year. But the production team is off this week f...

24 Marras 202550min

Ring's Jamie Siminoff thinks AI can reduce crime

Ring's Jamie Siminoff thinks AI can reduce crime

Jamie Simonoff, founder of Ring, won't let me call him the CEO. He says his title is and always has been 'chief inventor.' His mission with Ring is to make the world safer, and he has a pretty expansi...

17 Marras 20251h 10min

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