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

Episoder(891)

Recode Decode: 'Mr. Robot' creator Sam Esmail

Recode Decode: 'Mr. Robot' creator Sam Esmail

"Mr. Robot" creator Sam Esmail talks with Recode's Kara Swisher about his hit TV show, whose star Rami Malek recently won an Emmy for Outstanding Lead Actor in a drama. Esmail says he grew up loving both movies and technology, and was disappointed by Hollywood's seeming inability to portray hackers in TV shows and movies authentically. The secret to the success of 'Mr. Robot,' he says, is that he's more interested in the complex humanity of both the characters and the people who make technology, rather than the tech itself. He also discusses how platforms like Netflix and Amazon have shaped his line of work and explains why he's interested in working in several mediums, such as video games and virtual reality, simultaneously. Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Okt 201649min

Recode Decode: Secretary of Commerce Penny Pritzker

Recode Decode: Secretary of Commerce Penny Pritzker

U.S. Secretary of Commerce Penny Pritzker talks with Recode's Kara Swisher about cooperation between government and the tech industry and the new challenges of the digital economy. Secretary Pritzker says artificial intelligence will upend many jobs, but the solution is to focus on retraining workers for new industries like cybersecurity, where American companies have hundreds of thousands of open positions. She also explains the recent battle over the Commerce Department's oversight of the internet and why handing over that oversight to the international nonprofit ICANN was the best way to protect the open web. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Okt 201637min

 Recode Decode: Ashton Kutcher

Recode Decode: Ashton Kutcher

Actor, producer and investor Ashton Kutcher talks with Recode's Kara Swisher about his life as both a TV star and a tech obsessive. Kutcher, who starred in shows like "Two and a Half Men" and "That '70s Show," has invested over the past five years in companies like Uber, Airbnb and Square. But he passed on Snapchat — twice — because he hated the app's design and feared what would happen when it got hacked. He's currently starring in the Netflix sitcom "The Ranch," and says denying the rise of digital media platforms in Hollywood is like denying climate change. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Okt 201659min

Recode Decode: 'Iron Man' director Jon Favreau

Recode Decode: 'Iron Man' director Jon Favreau

Jon Favreau, the actor and director known for films such as "Swingers," "Iron Man" and "The Jungle Book," talks with Recode's Kara Swisher about his new efforts in virtual reality, starting with the interactive short film "Gnomes & Goblins." Favreau says that VR is a powerful artists' tool, but advances in digital filmmaking won't replace actors, or the need for fundamental storytelling skills. He hopes to use virtual reality to create powerful connections between the viewer and virtual characters, and explains how other tech trends like Netflix have changed Hollywood forever. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Okt 201649min

Recode Decode: 'The Late Late Show' host James Corden

Recode Decode: 'The Late Late Show' host James Corden

James Corden, host of "The Late Late Show" on CBS and viral video star, talks with Recode's Kara Swisher about redesigning a talk show for the YouTube generation, built around segments like "Carpool Karaoke." Corden has a complicated relationship with technology, and worries that the internet's appearance of freedom of choice is making us all more narrow-minded. He also chats about encounters with drones and social media bullies and why he thinks the technology industry is misleading the public by using the term "the cloud." Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Okt 20161h 1min

 Recode Decode: Aileen Lee, managing partner, Cowboy Ventures

Recode Decode: Aileen Lee, managing partner, Cowboy Ventures

Cowboy Ventures founder and managing partner Aileen Lee, previously a partner at Kleiner Perkins Caufield & Byers, talks with Recode's Kara Swisher about being one of the few female venture capitalists in Silicon Valley. After leaving Kleiner Perkins in 2012, Lee set out to amass data about the small percentage of startups that become breakout success stories, and she coined the term "unicorn" to describe the small fraction that would be valued at more than $1 billion. She says entrepreneurs today have to be tougher now that investors' fervor has cooled off, and says those investors will have to change, too, by becoming more diverse. Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Okt 201651min

 Recode Decode: Bradley Tusk, CEO, Tusk Holdings

Recode Decode: Bradley Tusk, CEO, Tusk Holdings

Tusk Holdings CEO Bradley Tusk talks with Recode's Kara Swisher about his unique political consulting firm Tusk Ventures, which trades equity in companies like Uber, FanDuel and DraftKings for regulatory guidance. Tusk previously worked for former New York City mayor Michael Bloomberg, and explains in detail how Uber undermined the city's current mayor, Bill de Blasio, with a series of blistering attacks last year. He also talks about the tech challenges facing America's next president, including autonomous driving, drone regulation and how sharing-economy workers are classified. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Sep 201655min

Recode Decode: Margrethe Vestager, Commissioner for Competition, European Commission

Recode Decode: Margrethe Vestager, Commissioner for Competition, European Commission

In this special bonus episode, Margrethe Vestager, Europe's Commissioner for Competition, talks with Recode's Kara Swisher about the high-profile cases she has brought against Apple and Google for alleged unfair tax breaks and antitrust violations, respectively. Vestager says "there is a limit to everything," including the assistance successful companies should get from the government, and their access to consumers' data. She rejects President Obama's past allegation of European regulators singling out American companies, and explains why Silicon Valley should be put under the microscope. Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Sep 201642min

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