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: Mike Cagney, CEO, SoFi

Recode Decode: Mike Cagney, CEO, SoFi

SoFi CEO Mike Cagney sits down with Kara Swisher to discuss why financial technology startups are suddenly hot and how SoFi hopes to eventually replace your bank, even though it has no permanent physical locations. He also talks about why SoFi is planning to launch a dating app (no, really) and why it ran an ad during Super Bowl 50. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Feb 201648min

Recode Decode: Chet Kanojia, Starry CEO

Recode Decode: Chet Kanojia, Starry CEO

Starry CEO Chet Kanojia, formerly the founder and CEO of Aereo, is back with another startup aimed at taking on the man. He sits down with Peter Kafka to talk about Starry, which aims to attack broadband monopolies and duopolies by delivering high-speed consumer Internet over the air. He also discusses fellow disruptor Google Fiber and what the Supreme Court didn't understand about Aereo. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Feb 201635min

Recode Decode: Eric Weiner, Author of "The Geography of Genius"

Recode Decode: Eric Weiner, Author of "The Geography of Genius"

Eric Weiner, author of New York Times bestseller "The Geography of Bliss" and the new book "The Geography of Genius," talks with Kara Swisher about how where we live can make us smarter and more innovative. He traces genius from Athens to Calcutta to Silicon Valley, and warns that arrogance has ended every golden age in history. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Feb 201654min

Recode Decode: Nick Denton, Gawker Media Founder, and Jason Epstein, Investor

Recode Decode: Nick Denton, Gawker Media Founder, and Jason Epstein, Investor

Gawker Media founder Nick Denton and new board member Jason Epstein, who just bought a minority share of the company, sit down with Peter Kafka to discuss the online media company's rapidly changing outlook. For example, Denton says he's no longer trying to fight against the growing force of Facebook. Plus: How will Gawker deal with the lawsuit from professional wrestler Hulk Hogan heading to trial? Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Jan 201629min

Recode Decode: John Zimmer, Lyft President

Recode Decode: John Zimmer, Lyft President

Lyft President John Zimmer sits down with Kara Swisher to talk about the company's transition from ridesharing to autonomous cars, the focus of a recently announced partnership with GM. He also discusses whether Lyft is being aggressive enough in its competition with Uber and the regulatory challenges both companies face in Europe. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Jan 201635min

Recode Decode: Shani Hilton, BuzzFeed Executive Editor of News

Recode Decode: Shani Hilton, BuzzFeed Executive Editor of News

BuzzFeed’s Executive Editor of News Shani Hilton talks with Peter Kafka about how she rose to a leadership role within one of the world's most talked-about new media companies. She discusses how the site's strategies have changed as she manages a staff of more than 100 people. Plus: Why millennials don't need special news. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Jan 201629min

Recode Decode: Max Levchin, Affirm CEO

Recode Decode: Max Levchin, Affirm CEO

Affirm CEO and PayPal co-founder Max Levchin talks with Kara Swisher about being a serial entrepreneur and discovering more about himself in the process. He also discusses why startup founders and investors are increasingly flocking to finance, the problems with banking that tech can solve and what Marissa Mayer is doing right at Yahoo. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Jan 201642min

Recode Decode: Chris Altchek, Mic CEO

Recode Decode: Chris Altchek, Mic CEO

Mic CEO Chris Altchek talks with Peter Kafka about building a news site for millennials and why such a thing should exist in the first place. He explores the differences among newsreading generations and explains what Mic has learned from four years of scaling from a few hundred viewers to tens of millions. Plus: Why there's no silver bullet for social media success. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Jan 201628min

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