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)

Duolingo CEO Luis Von Ahn wants you addicted to learning

Duolingo CEO Luis Von Ahn wants you addicted to learning

Luis von Ahn is the co-founder and CEO of Duolingo. There are lots of opportunities to enhance a product like Duolingo with AI, and we talk about all that — but I also wanted to talk to Luis about learning, generally. Duolingo is a global product, and there are a lot of tech tensions there, dealing with different user needs worldwide. We talk about it all in a pretty direct way... including all those unhinged things the owl does on social media. Links:  Duolingo Introduces AI-Powered Innovations at Duocon 2024 (Duolingo) Video Call with Lily (Duolingo / YouTube) AI Boosts Duolingo As Company Posts First Profit (Nasdaq) Foreign Language Training (US State Department) Exploring My Villain Origin Story (Duolingo / TikTok) Duolingo cuts workers as it relies more on AI (The Washington Post) Why Silicon Valley Is Talking About Founder Mode (The New York Times) Duolingo's Math and Music lessons finally hit Android a year after iOS (Android Police) Airbnb CEO Brian Chesky on taking it back to basics (Decoder / The Verge) How Duolingo is using its 'unhinged content' with Duo the Owl (Digiday) How we turned Duo's butt into a viral Super Bowl commercial (Duolingo) A Duolingo employee has apologised for joking about Amber Heard (The Tab)  Transcript: https://www.theverge.com/e/24031882 Credits: Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. This episode was edited by Xander Adams. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Okt 20241h 19min

The impossible dream of good workplace software

The impossible dream of good workplace software

I’m talking with my good friend David Pierce, Vergecast co-host and The Verge’s editor-at-large, about something he spends an ungodly amount of time thinking and writing about: software. Scores of new workplace apps are cropping with clever metaphors to try to make us work differently. Sometimes that works… and sometimes it really, really doesn’t. And it feels like the addition of AI to the mix will accelerate the pace of experimentation here in pretty radical ways. Links:  Why software is eating the world | Wall Street Journal (2011) Mailchimp CEO Rania Succar on why email makes sense for Intuit | The Verge Why would anyone make a website in 2023? | The Verge Wix CEO Avishai Abrahami isn’t worried AI will kill the web | The Verge Figma CEO Dylan Field is optimistic about AI | The Verge We don’t sell saddles here | Stewart Butterfield (2014) The CEO of Zoom wants AI clones in meetings | The Verge Dropbox CEO Drew Houston wants you to embrace AI | The Verge Credits: Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. This episode was edited by Xander Adams. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Okt 202450min

Rabbit CEO Jesse Lyu isn't thinking too far ahead

Rabbit CEO Jesse Lyu isn't thinking too far ahead

Rabbit’s adorable R1 gadget launched with a lot of hype, but early reviews of the device were universally bad. Now, a core feature, its long-promised LAM Playground has arrived. I had a lot of big questions for CEO Jesse Lyu about how it all works — not just technologically, but if his plans are sustainable from a business and legal perspective.  Links:  Rabbit R1 review: an unfinished, unhelpful AI gadget | The Verge Loopholes aren’t a technology | Buzzfeed News (2012) I tested Rabbit R1's next generation LAM — and it tried to gaslight me | Tom’s Hardware I tried Rabbit's LAM Playground, and I'm still disappointed | Android Authority Rabbit's AI bot will try to help you do anything (keyword is 'try') | Fast Company Rabbit’s web-based ‘large action model’ agent arrives on R1 October 1 | TechCrunch Rabbit R1 founder defends “unfinished” AI gadget | City AM AI hardware is in its flip-phone phase | Fast Company The iPhone 16 will ship as a work in progress | The Verge Humane AI Pin review: Not even close | The Verge Marques Brownlee says ‘I hear you’ after fans criticize his new wallpaper app | The Verge Transcript: https://www.theverge.com/e/24024222 Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Okt 20241h 18min

The toxic transformation of Warcraft maker Blizzard

The toxic transformation of Warcraft maker Blizzard

Today, I’m talking to Jason Schreier, a Bloomberg journalist and author of the new book Play Nice: The Rise, Fall, and Future of Blizzard Entertainment. If you don’t know Blizzard, you do know its games — the studio behind Warcraft, Diablo, and Overwatch has achieved legendary status over three decades. At the same time, the company has become emblematic of many of gaming’s biggest failings. Jason’s book is out on October 8th, and it’s an incredible, detailed accounting of how Blizzard started, grew into a hitmaker and, eventually, became a victim of its own mismanagement. Oh, and there are a series of chaotic acquisitions along the way, culminating in Microsoft’s purchase of Activision Blizzard last year. In this episode, Jason and I get into all of this and more.  Links:  Play Nice: The Rise, Fall and Future of Blizzard Entertainment | Hachette  How Blizzard’s canceled MMO Titan fell apart | Polygon Blizzard was built on crunch, co-founder says, but it’s ‘not sustainable’ | Polygon Inside Activision and Blizzard’s corporate warcraft | Bloomberg Blizzard cofounder’s new company Dreamhaven aims to recreate old magic | Bloomberg Activision Blizzard’s rot goes all the way to the CEO, alleges report | The Verge Activision Blizzard’s workplace problems spurred $75 billion microsoft Deal | WSJ California settles Activision Blizzard gender discrimination lawsuit | The Verge Microsoft completes Activision Blizzard acquisition | The Verge Microsoft lays off 1,900 Activision Blizzard and Xbox employees | The Verge Credits:  Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Okt 202449min

NBCU's streaming chief isn't worried about you canceling cable

NBCU's streaming chief isn't worried about you canceling cable

Matt Strauss is the Chairman of Direct-to-Consumer at NBC Universal. That’s a big fancy title that means he’s not only in charge of Peacock but also every other streaming video offering the company has worldwide. So you can bet Matt and I got into what that structure even looks like, and how it all operates under the overall ownership of Comcast, which is in the middle of its own massive transition as its traditional cable TV business continues to fade. There’s a lot in this one – tech, media, sports, and culture, all at once. It’s quite a ride. Links:  Comcast's new DVR ditches the hard drive, stores your recordings in the cloud (The Verge, 2013) Comcast and Charter Lost Another 269,000 Broadband Customers Last Quarter (The Motley Fool) It's official, people aren't watching TV as much as they used to (The Verge) The future of TV is up in the air (The Verge) Peacock Quarterly Loss Narrows to $348M as Subscribers Drop to 33M (THR) OTA and free online video drives higher US TV-video viewing hours (S&P Global) Streaming was part of the future — now it’s the only future (The Verge) US pay-TV losses reach a nadir (Light Reading) The 2024 Olympics were a big win for TV of all kinds (The Verge) Court blocks Disney-Fox-WBD sports streaming bundle (The Verge) An AI version of Al Michaels will deliver Olympic recaps on Peacock  (The Verge) Transcript:  Credits: Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Sep 20241h 11min

Why Mark Zuckerberg wants to end the smartphone era

Why Mark Zuckerberg wants to end the smartphone era

We have a very special episode of Decoder today. It’s become a tradition every fall to have Verge deputy editor Alex Heath interview Meta CEO Mark Zuckerberg on the show at Meta Connect. This year, before his interview with Mark, Alex got to try a new pair of experimental AR glasses the company is calling Orion.  Alex talked to Mark about a whole lot more, including why the company is investing so heavily in AR, why he's shifted away from politics, Mark's thoughts on the link between teen mental health and social media, and why the Meta chief executive is done apologizing for corporate scandals like Cambridge Analytica that he feels were overblown and misrepresented.   Links: Hands-on with Orion, Meta’s first pair of AR glasses | The Verge The biggest news from Meta Connect 2024 | The Verge Mark Zuckerberg: publishers ‘overestimate the value’ of their work for training AI | The Verge Meta extends its Ray-Ban smart glasses deal beyond 2030 | The Verge The Ray-Ban Meta smart glasses actually make the future look cool | The Verge Meta has a major opportunity to win the AI hardware race | The Verge Instagram is putting every teen into more private and restrictive new account | The Verge Threads isn’t for news and politics, says Instagram’s boss | The Verge Facebook puts news on the back burner | The Verge Meta is losing a billion dollars on VR and AR every single month | The Verge Transcript: https://www.theverge.com/e/24017522 Credits:  Decoder is a production of The Verge and is part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt; our editor is Callie Wright. This episode was additionally produced by Brett Putman and Vjeran Pavic. Our supervising producer is Liam James.  The Decoder music is by Breakmaster Cylinder.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Sep 20241h 6min

Arc creator Josh Miller on why you need a better browser than Chrome

Arc creator Josh Miller on why you need a better browser than Chrome

Today, I’m talking with Josh Miller, co-founder and CEO of The Browser Company, a relatively new software maker that develops the Arc browser. The company also has a mobile app called Arc Search that does AI summaries of webpages, which puts it right in the middle of a contentious debate in the tech industry around paying web creators for their work.  We’ve been talking about these topics pretty much nonstop for last year here on Decoder. So I was really excited to have Josh on the show to explore why he built Arc, what he hopes it will accomplish, and what might happen to browsers, search engines, and the web itself as these trends evolve.  Links:  Researcher reveals ‘catastrophic’ security flaw in the Arc browser | The Verge The Arc browser is the Chrome replacement I’ve been waiting for | The Verge Arc’s mobile browser is here — and it’s not really a web browser at all | The Verge Arc is getting better bookmarks and search results, all thanks to AI | The Verge Arc Search combines browser, search engine, and AI into something new | The Verge Judge rules that Google ‘is a monopolist’ in US antitrust case | The Verge Google paid Apple $20 billion in 2022 to be Safari’s default search engine | The Verge One startup's quest to take on Chrome and reinvent the web browser | Protocol Scenes from a dying web | Platformer Perplexity’s grand theft AI | The Verge Transcript: https://www.theverge.com/e/24011410 Credits:  Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Sep 20241h 8min

Why Google is back in court for another monopoly showdown

Why Google is back in court for another monopoly showdown

Google’s in the middle of its antitrust case in just as many months, after it lost a landmark trial in August over anticompetitive search practices. This time around, the DOJ is claiming Google has another illegal monopoly in the online advertising market.  Verge senior policy reporter Lauren Feiner has been on the ground at the courthouse to hear testimony from news publishers, advertising experts, and Google executives to make sense of it — and, ultimately, to see whether a federal judge hands the company another antitrust defeat.  Links:  Google and DOJ return for round two of their antitrust fight | The Verge Judge rules that Google ‘is a monopolist’ in US antitrust case | The Verge In US v. Google, YouTube’s CEO defends the Google way The Verge Google and the DOJ’s ad tech fight is all about control | The Verge How Google altered a deal with publishers who couldn’t say no | The Verge Google dominates online ads, says antitrust trial witness, but publishers are feeling ‘stuck’ | The Verge US considers a rare antitrust move: breaking up Google | Bloomberg This deal helped turn Google into an ad powerhouse. Is that a problem? | NYT Credits:  Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Sep 202431min

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