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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The company at the heart of the AI bubble

The company at the heart of the AI bubble

So a lot of people think AI is a bubble. So we sent Verge senior reporter Liz Lopatto out to report on the AI bubble  — whether it's real, how it might pop, and what all of this means.She’s joining th...

13 Marras 202537min

Sir Tim Berners-Lee doesn’t think AI will destroy the web

Sir Tim Berners-Lee doesn’t think AI will destroy the web

Today, I’m talking with a very special guest: Sir Tim Berners-Lee, the inventor of the World Wide Web. Tim is a legend in the history of the internet. He created HTML and HTTP. It doesn’t really get m...

10 Marras 202555min

How AI is fueling an existential crisis in education

How AI is fueling an existential crisis in education

We keep hearing over and over that generative AI is causing massive problems in education, both in K-12 schools and at the college level. Lots of people are worried about students using ChatGPT to che...

6 Marras 202539min

Lyft CEO David Risher on paying drivers more and the shift to robotaxis

Lyft CEO David Risher on paying drivers more and the shift to robotaxis

David Risher was on Lyft's board for years, but only stepped in as CEO in 2023, to help turn the company around. He's done pretty well so far, but there are still a lot of open questions for him to fa...

3 Marras 20251h 18min

How Silicon Valley enshittified the internet

How Silicon Valley enshittified the internet

This is Sarah Jeong, features editor at The Verge. I’m standing in for Nilay for one final Thursday episode here as he settles back into full-time hosting duties. Today, we’ve got a fun one. I’m talk...

30 Loka 20251h 9min

LexisNexis CEO says the AI law era is already here

LexisNexis CEO says the AI law era is already here

LexisNexis is one of the most important companies in the entire legal system. For ages it's been where you went to look up case law and do legal research. There isn’t a lawyer today who hasn’t used it...

27 Loka 20251h 5min

Why GM will give you Gemini — but not CarPlay

Why GM will give you Gemini — but not CarPlay

Today’s guests are General Motors CEO Mary Barra and new GM Chief Product Officer Sterling Anderson. There’s a lot of big news the company just announced, including a Google Gemini-powered AI assistan...

22 Loka 20251h 18min

Zocdoc CEO: "Dr. Google is going to be replaced by Dr. AI"

Zocdoc CEO: "Dr. Google is going to be replaced by Dr. AI"

Hey everyone, it’s Nilay. I’m back from parental leave, and I’m really excited to jump back into Decoder. Today’s episode is a special one: I’m talking to Zocdoc CEO Oliver Kharraz, and we chatted liv...

20 Loka 20251h 6min

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