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: Laura Weidman Powers, CEO, Code2040

Recode Decode: Laura Weidman Powers, CEO, Code2040

Code2040 CEO and co-founder Laura Weidman Powers talks with Recode's Kara Swisher about the mistakes employees and managers make when they talk about diversity and inclusion in the workplace. Companies need to make fundamental changes to how they hire and operate to be welcoming destinations for underrepresented minorities, Weidman says. She discusses the inherent flaws in most "unconscious bias" training and what Code2040 has done differently when it partners with tech companies, finding jobs for hundreds of black and latino students over the past five years. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Huhti 201747min

Recode Decode: Bijan Sabet, general partner, Spark Capital

Recode Decode: Bijan Sabet, general partner, Spark Capital

Spark Capital General Partner Bijan Sabet talks with Recode’s Kara Swisher about being a venture capitalist based on the East Coast, and how he became an early investor in companies like Twitter, Tumblr and Cruise. Sabet also discusses why he has become more politically vocal under President Trump, and urges tech CEOs to follow the lead of their employees in speaking out; the answer on all sides, he says, is to let more voices be heard. Sabet also talks about the failure of the personal-drone company he backed, Lily; and the blunt truth about venture capital — even good VCs are wrong most of the time. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Huhti 201755min

Recode Decode: Nextdoor CEO Nirav Tolia talks about adversity and Uber CEO Travis Kalanick

Recode Decode: Nextdoor CEO Nirav Tolia talks about adversity and Uber CEO Travis Kalanick

Nextdoor CEO Nirav Tolia talks with Recode's Kurt Wagner about how he and his team built a social network for neighborhoods, with a focus on trust and privacy that forced the company to grow slower than most tech startups. Tolia was previously the CEO of Epinions, which after a merger became Shopping.com and sold to eBay. After a sports startup called Fanbase fizzled, Tolia was challenged by Benchmark's Bill Gurley to try again, and today Nextdoor is worth more than $1 billion. Having faced adversity and a public image problem of his own, he also shares some leadership advice for Uber CEO Travis Kalanick: Deal with your issues quickly. Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Huhti 20171h 1min

Recode Decode: Kim Malone Scott, author, ‘Radical Candor’

Recode Decode: Kim Malone Scott, author, ‘Radical Candor’

"Radical Candor" author and CEO coach Kim Malone Scott talks with Recode's Kara Swisher about how to be a better manager and leader. Based on her personal experiences at Apple, Google and several tech startups, Scott argues that most management failings come from bosses who are too nice rather than too mean, especially when they're talking to someone who looks different than them. She also discusses the current management crisis at Uber, which she attributes to a culture of "unchecked unilateral authority" that would be more at home in a "baboon troupe or totalitarian regime." Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Huhti 20171h 17min

Recode Decode: Daniel Lurie, CEO, Tipping Point Community

Recode Decode: Daniel Lurie, CEO, Tipping Point Community

Tipping Point Community CEO Daniel Lurie talks with Recode's Kara Swisher about his organization's efforts to fight homelessness in San Francisco. He says it's all too easy to "not see" the incredible poverty and inequality in the Bay Area if you commute into Silicon Valley every day, which means people in tech must be educated about the problem if they're going to be part of the solution. Lurie calls on techies of means, the beneficiaries of "this incredible moment in time," to get involved in philanthropy. He argues that civic involvement won't last if it's mandated from the outside, and that companies must see it as a cultural priority, with the energy to help coming from the top of the org chart. Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Maalis 201754min

Recode Decode: How HBO's 'Veep' is reacting to Trump (Live at SXSW)

Recode Decode: How HBO's 'Veep' is reacting to Trump (Live at SXSW)

"Veep" actors Tim Simons and Matt Walsh and showrunner David Mandel talk with Recode's Kara Swisher about the upcoming sixth season of the HBO political satire. Speaking in front of a live audience at South by Southwest, they recount how they found out on set that Donald Trump had won the presidency, and why it's not their job to respond to the new administration directly. Instead, they say, "Veep" will continue mocking the hypocrisy at all levels of politics and on both sides of the aisle, showing what happens to Julia Louis-Dreyfus's character, Selina Meyer, after she loses the presidency and is a private citizen once again. The trio also talks about the addictiveness of Twitter, whether "Veep" would work in virtual reality, and why everyone in D.C. is oblivious when they get parodied. Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Maalis 20171h 10min

Recode Decode: Crooked Media founders: We're podcasting the Trump resistance (Live at SXSW)

Recode Decode: Crooked Media founders: We're podcasting the Trump resistance (Live at SXSW)

Crooked Media Founders Jon Favreau, Tommy Vietor and Jon Lovett talk with Recode's Kara Swisher about their hit podcast, "Pod Save America," in a live interview at South by Southwest 2017. Having previously worked as speechwriters and spokespersons for the Obama administration, the trio discusses what Democrats missed during the 2016 election and how the new "opposition party" to Donald Trump can best focus its resistance. They explain how they run their "progressive media company," which cares more about impact than income, and why they're not excited by the prospect of a presidential run from Facebook CEO Mark Zuckerberg. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Maalis 20171h 6min

Recode Decode: Quincy Smith, partner, Code Advisors

Recode Decode: Quincy Smith, partner, Code Advisors

Code Advisors Partner Quincy Smith talks with Recode's Kara Swisher about the current state of mergers and acquisitions in tech and media. Smith, who previously worked at Netscape and CBS Interactive, says media companies consolidate in tough times, and a massive game of "sharks and minnows" has begun with AT&T's pending $85 billion deal to buy Time Warner. However, in a similar business climate, tech companies focus on their own products, and Smith argues that the rise of artificial intelligence is delaying or obviating the prospect of big new deals among internet and social media companies. Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Maalis 201754min

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