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: Aaron Levie, Box CEO

Recode Decode: Aaron Levie, Box CEO

Box CEO Aaron Levie talks with Kara Swisher about the next wave of enterprise companies and why having $80,000 is better than having $10 million. Later on: How could switching between iOS and Android be easier? Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Nov 201552min

Recode Decode: Sequoia Capital Chairman Sir Michael Moritz

Recode Decode: Sequoia Capital Chairman Sir Michael Moritz

Venture capitalist and co-author of "Leading" Michael Moritz talks with Kara Swisher about the history and future of investing and leadership. Later on: Do food delivery services have a place outside of San Francisco? Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Nov 201556min

Recode Decode: Huffington Post Editor in Chief Arianna Huffington

Recode Decode: Huffington Post Editor in Chief Arianna Huffington

Huffington Post editor-in-chief Arianna Huffington talks with Kara Swisher about why journalism is going mobile, but she won?t take her phone to bed. Later on: is 4K TV the future, or just hype? Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Okt 201537min

Recode Decode: Betaworks CEO and co-founder John Borthwick

Recode Decode: Betaworks CEO and co-founder John Borthwick

John Borthwick, CEO of the "startup studio" Betaworks, tells Peter Kafka why mobile apps still rule, why he's still bullish on Twitter user growth and more. Later, Lauren Goode and Kara Swisher talk TV streaming, and Kurt Wagner unpacks the daily fantasy controversy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Okt 201553min

Recode Decode: Ericsson CEO Hans Vestberg

Recode Decode: Ericsson CEO Hans Vestberg

Ericsson is maybe the largest communications technology company on the planet. This week, CEO Hans Vestberg tells Kara Swisher about the view from the top, and why he's excited about connectivity in the developing world and in cars. Later on, The Verge's Lauren Goode talks about our Code/Mobile conference and wearables, and Mark Bergen discusses Google search. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Okt 201550min

Recode Decode: White House Senior Advisor Valerie Jarrett

Recode Decode: White House Senior Advisor Valerie Jarrett

Valerie Jarrett is one of President Obama's most trusted confidants, and by extension one of the most powerful people in Washington. She talks with Kara Swisher about the tech industry, gun control, Congress and more. Later, Walt Mossberg talks about TV and the Internet, and Kurt Wagner discusses the executive turnover at Twitter. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Okt 201556min

Recode Decode: Lenny newsletter co-founders Lena Dunham and Jenni Konner

Recode Decode: Lenny newsletter co-founders Lena Dunham and Jenni Konner

In a special hour-long interview with Kara Swisher, Lena Dunham and Jenni Konner talk about their new newsletter publication, Lenny. The duo behind HBO's "Girls" offer their thoughts on feminism, online harassment and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Sep 201551min

Recode Decode: Microsoft EVP Peggy Johnson

Recode Decode: Microsoft EVP Peggy Johnson

Kara Swisher discusses the shiny, new startup-friendly Microsoft with its partnerships chief, Peggy Johnson. Plus, Lauren Goode on Internet publishing and Mark Bergen on advanced car tech. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Sep 201557min

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