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: Trae Vassallo and Michele Madansky, Co-Authors, "The Elephant in the Valley"

Recode Decode: Trae Vassallo and Michele Madansky, Co-Authors, "The Elephant in the Valley"

Former Kleiner Perkins Caufield & Byers partner Trae Vassallo and former Yahoo exec Michele Madansky sit down with Kara Swisher to talk about "The Elephant in the Valley," their new report on gender bias and harassment in tech. The report examines the different facets of sexism through both data and anecdotes from hundreds of women. Later on: Lauren Goode and Kara Swisher are launching a new podcast! Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Jan 201643min

Recode Decode: Albert Wenger, Union Square Ventures Partner

Recode Decode: Albert Wenger, Union Square Ventures Partner

Union Square Ventures partner Albert Wenger talks with Peter Kafka about being an investor at a time of bubble anxiety and political debate about the trade-off between privacy and security. He argues that tech companies and the government should work together, and also discusses the growing class of mission-driven "benefit corporations." Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Jan 201635min

Recode Decode: Happy Re/New Year 2016; CES Preview

Recode Decode: Happy Re/New Year 2016; CES Preview

It's an all-star lineup of reporters from Re/code and The Verge in this special episode, featuring Kara Swisher, Lauren Goode, Casey Newton and Noah Kulwin. The team discusses the top tech stories of 2015, including online harassment, Google's restructuring and the wearable revolution that wasn't. Then, they preview CES 2016 and reflect on whether the annual trade show is still relevant. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Jan 201650min

Recode Decode: Rufus Griscom, Heleo CEO

Recode Decode: Rufus Griscom, Heleo CEO

Heleo CEO Rufus Griscom talks with Peter Kafka about trying to build a "BuzzFeed for brains" that can distribute Big Ideas to the broader Internet. He also discusses the founding of his two previous startups, Nerve.com (which sold to IAC) and Babble (which sold to Disney), and why big media companies may be losing interest in star writers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Dec 201520min

Recode Decode: Niccolo de Masi, Glu CEO

Recode Decode: Niccolo de Masi, Glu CEO

Glu Mobile CEO Niccolo de Masi talks with Kara Swisher about Glu's hit games like Kim Kardashian: Hollywood and Katy Perry Pop, and what makes them different from earlier video games based on licensed intellectual property. He also handicaps the future of the gaming business, and discusses what will separate the winners from the losers. Later on: Kara Swisher and Lauren Goode review the top gadgets of 2015. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Dec 201550min

Recode Decode: Ev Williams, Medium CEO

Recode Decode: Ev Williams, Medium CEO

Medium CEO Ev Williams talks with Peter Kafka about founding his third company that makes it easier to "write on the Interwebs," and what makes Medium different from Blogger and Twitter. He also discusses why publishing on anything other than a platform doesn't make sense any more, and offers some insight into why Twitter's board seemingly changed its mind about Jack Dorsey's eligibility to be CEO again.. Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Dec 201532min

Recode Decode: Jeremy Stoppelman, Yelp CEO

Recode Decode: Jeremy Stoppelman, Yelp CEO

Yelp CEO Jeremy Stoppelman talks with Kara Swisher about spending a decade at the helm of the local-recommendations site, and the new challenges posed by private companies that can out-raise the public Yelp. He also explains why he thinks quasi-competitor Google has ?lost its mind.? Later on: Kara Swisher and Lauren Goode don virtual reality headsets that are powered by smartphones and talk about the inevitable dystopian future. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Dec 201553min

Recode Decode: Katie Nolan, Fox Sports TV Host

Recode Decode: Katie Nolan, Fox Sports TV Host

Katie Nolan talks with Peter Kafka about how she went from Tumblr to YouTube to television, specifically Fox Sports 1, where she hosts "Garbage Time with Katie Nolan." They also discuss online harassment and why Nolan thinks the only logical response to trolls is fighting back. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Dec 201523min

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