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: Anne Wojcicki, CEO, 23andMe

Recode Decode: Anne Wojcicki, CEO, 23andMe

Kara Swisher talks with 23andMe CEO Anne Wojcicki about why the personal genomics company's mission is unchanged after a battle with the FDA. Wojcicki argues that understanding one's own genetic traits is part of a broader trend of consumers taking control of their health. She also discusses being a famous female tech executive, what she thinks of 23andMe's embattled peer Elizabeth Holmes of Theranos and why she doesn't read her own press (especially when it is about her relationship with New York Yankees star Alex Rodriguez). Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Apr 201655min

Recode Decode: Renaud Laplanche, CEO, Lending Club

Recode Decode: Renaud Laplanche, CEO, Lending Club

Lending Club CEO Renaud Laplanche talks with Kara Swisher about the benefits of online financial services in a world that no longer needs old-fashioned bank branches. He also explains why Lending Club's stock has been slipping for two years and is currently at half its IPO share price. Plus: Why the venture capitalist honeymoon with private financial tech companies might be ending and why Laplanche is bracing for a general market downturn. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Mar 201638min

Recode Decode: Chamath Palihapitiya, Investor, Social Capital

Recode Decode: Chamath Palihapitiya, Investor, Social Capital

Social Capital founder Chamath Palihapitiya talks with Kara Swisher about working on Winamp, AOL Instant Messenger and Facebook before becoming an outspoken investor. In today's Silicon Valley, he says, old investment firms are dying and the next hundred-billion-dollar companies will be more diverse and open-minded. He also evaluates Twitter, Yahoo and the racial animosity of Donald Trump. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Mar 20161h 9min

Recode Decode: Orion Hindawi, CEO, Tanium

Recode Decode: Orion Hindawi, CEO, Tanium

Tanium CEO Orion Hindawi talks with Re/code's Arik Hesseldahl about why it's easier than ever for hackers to strike at companies and governments, and why those who cling to obsolete security solutions are putting everyone at risk. Hindawi says we're hearing about more security breaches, but that doesn't necessarily mean more are happening. Plus: Why the coconut-water-drinking corporate culture in Silicon Valley is wasteful, irresponsible and headed for a fall. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Mar 201647min

Recode Decode: Ash Carter, United States Secretary of Defense

Recode Decode: Ash Carter, United States Secretary of Defense

U.S. Secretary of Defense Ash Carter talks with Kara Swisher about his efforts to unite the Pentagon and Silicon Valley behind common goals, including a new "innovation advisory board" chaired by Eric Schmidt. He also explains why he is a strong supporter of encryption, why he almost never uses a cell phone and why he does not want to cede control of the Internet to countries like China and Russia. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Mar 201637min

Recode Decode: Sam Shank, CEO, HotelTonight

Recode Decode: Sam Shank, CEO, HotelTonight

HotelTonight CEO Sam Shank talks with Kara Swisher about taking only 10 weeks to launch an online travel app. He explains how the startup worked to avoid being perceived as "another Groupon" and why he believes big hotel chains such as Hilton and Marriott are in danger. Plus: Despite turmoil in the markets, will HotelTonight go public? Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Feb 201634min

Recode Decode: Gavin Newsom, Lieutenant Governor, California

Recode Decode: Gavin Newsom, Lieutenant Governor, California

California Lieutenant Governor Gavin Newsom talks with Kara Swisher about why the government's approach to technology needs to be completely reimagined. A former mayor of San Francisco, Newsom argues that tech companies need to take an active role in fixing socioeconomic problems caused by their success. He also talks about self-driving cars, virtual reality sports and working with Napster co-founder Sean Parker to legalize marijuana. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Feb 201650min

Recode Decode: Hadi Partovi, CEO, Code.org

Recode Decode: Hadi Partovi, CEO, Code.org

Code.org CEO Hadi Partovi talks with Kara Swisher about how he discovered his love for programming, and how Steve Jobs' death spurred him to create a non-profit that would spread that love to others. He argues that, just as students learn chemistry but don't all become chemists, education should reform to make young people digitally literate. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Feb 201634min

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