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: John Hanke, CEO, Niantic

Recode Decode: John Hanke, CEO, Niantic

Niantic CEO John Hanke talks with Recode's Kara Swisher and Ina Fried about the company's hit mobile game Pokémon Go and what happens now that the initial hype around it has "stabilized." Future updates to the game will include new types of Pokémon, trading with other players and possibly battling with your friends. Hanke also reflects on his first company Keyhole, which was bought by Google and became Google Earth, and why augmented reality is a more important technology than virtual reality. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Sep 201655min

 Recode Decode: Benchmark partner Bill Gurley

Recode Decode: Benchmark partner Bill Gurley

Benchmark general partner Bill Gurley talks with Recode's Kara Swisher about life as a venture capitalist and why he's still worried about a bubble, a topic he has written about extensively. Great entrepreneurs could raise money at any time, Gurley argues, but when funding is easy to come by, it invites in entitled and less talented startup founders, as well as unwanted government regulation. He also discusses sitting on the board of Uber, challenges faced by its CEO, Travis Kalanick, and why the ridesharing company is unlikely to go public "any time in the near future." Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Sep 201658min

 Recode Decode: Stacy Brown-Philpot, CEO, TaskRabbit

Recode Decode: Stacy Brown-Philpot, CEO, TaskRabbit

TaskRabbit CEO Stacy Brown-Philpot chats with Recode's Kara Swisher about how her company and others are changing the definition of work. During her previous stint as TaskRabbit's COO, Brown-Philpot oversaw a major shift in how the company defines itself and made its service far more reliable, at the cost of a yearlong restructuring and employee layoffs. She discusses what's next for the sharing economy and why consolidation may be ahead. Brown-Philpot also talks about being one of the few black female CEOs in tech, and what can be done at all levels of a company to improve the diversity conversation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Sep 201656min

 Recode Decode: Quip CEO Bret Taylor

Recode Decode: Quip CEO Bret Taylor

Quip CEO and Twitter board member Bret Taylor talks with Recode's Kara Swisher and Kurt Wagner about the reality of trying and sometimes failing as an entrepreneur in Silicon Valley. A former Facebook CTO, he reflects on how Mark Zuckerberg's company culture balanced good execution with a willingness to fail. Taylor also discusses Quip's $750 million acquisition by Salesforce, how Twitter is responding to abuse and why so many Silicon Valley companies have trouble with diversity. Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Aug 201656min

 Recode Decode: Tristan Walker, CEO, Walker & Company

Recode Decode: Tristan Walker, CEO, Walker & Company

Walker & Company Brands founder and CEO Tristan Walker talks with Recode's Kara Swisher about how technology can disrupt the health and beauty industry. Walker & Company's shaving brand, Bevel, is aimed at people of color who are underserved by the big cosmetics companies, and Walker says he plans to focus even more on personalized products those competitors can't deliver. An alumnus of Twitter, Foursquare and Andreessen Horowitz, he also discusses his problems with tech companies' "culture fit," and why those who say they can't find talented black and Latino tech workers are spouting "complete bullshit." Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Aug 201652min

 Recode Decode: Mike Cannon-Brookes, co-CEO, Atlassian

Recode Decode: Mike Cannon-Brookes, co-CEO, Atlassian

Atlassian co-CEO Mike Cannon-Brookes talks with Recode's Kara Swisher about co-founding an enterprise software company in Sydney, Australia, in 2002. Cannon-Brookes reflects on Atlassian's successful American IPO and the differences between his team and tech companies that start in other parts of the world. Rather than trying to beat Silicon Valley at its own game, he says, the right approach for Australia is to nurture its own tech talent while building bridges across the ocean. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Aug 201638min

 Recode Decode: Sallie Krawcheck, CEO, Ellevest

Recode Decode: Sallie Krawcheck, CEO, Ellevest

Sallie Krawcheck, formerly the CFO of Citi Group and the CEO of Merrill Lynch, talks with Recode's Kara Swisher about launching Ellevest, a new online investment platform for women. Krawcheck says the male-dominated world of finance overlooks the needs of female customers, and that women invest differently. She also discusses the 20-20 hindsight of the 2008 financial crisis, the danger of another downturn and why being an entrepreneur is "harder than running Merrill Lynch." Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Aug 201641min

Recode Decode: Eric Jackson, activist investor, Yahoo

Recode Decode: Eric Jackson, activist investor, Yahoo

Eric Jackson, a longtime activist investor in Yahoo and the managing director of SpringOwl Asset Management, talks with Recode's Kara Swisher about the momentous deal that will sell Yahoo's core business to Verizon for nearly $5 billion. Jackson reflects on how he came to be a champion, and then a critic, of Yahoo's final CEO, Marissa Mayer, and whether saving the pioneering internet company was doomed from the start. He also suggests that the end of an independent Yahoo carries some lessons for other tech companies moving forward. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Aug 201638min

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