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: LinkedIn CEO Jeff Weiner

Recode Decode: LinkedIn CEO Jeff Weiner

Like rivals Facebook and Twitter, LinkedIn is no longer just a social network, it's a content platform, a recruiting tool, a resume builder and much, much more. In the Red Chair this week, CEO Jeff Weiner explains how the company has grown and evolved. Plus, Walt Mossberg talks about apps for work and Ina Fried dives into the business of wearables. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Sep 201556min

Recode Decode: Marc Andreessen, investor and entrepreneur

Recode Decode: Marc Andreessen, investor and entrepreneur

Since founding Netscape more than 20 years ago, Marc Andreessen has been one of Silicon Valley's most influential figures. The entrepreneur-turned-venture capitalist talks with Kara Swisher about bubbles, politics, parenting and more, in an extended interview on this week's show. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Sep 201559min

Recode Decode: Ex-Googler Erica Baker

Recode Decode: Ex-Googler Erica Baker

Google salary spreadsheet creator Erica Baker talks diversity in tech with Kara Swisher, Lauren Goode debriefs drones and Ina Fried discusses car tech. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Aug 201556min

Recode Decode: Twitter legal boss Vijaya Gadde

Recode Decode: Twitter legal boss Vijaya Gadde

Twitter general counsel Vijaya Gadde talks about social media and the law, Walt Mossberg and Kara go back and forth on Apple's fall lineup and Kara gives the ABCs of aging in Silicon Valley. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Aug 201544min

Recode Decode: Investor Chris Sacca

Recode Decode: Investor Chris Sacca

Investor Chris Sacca shares his thoughts on who might get the Twitter CEO job, Walt Mossberg dives into the weird world of wireless carriers and Jason Del Rey explains the rise of "buy" buttons. Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Aug 201551min

Recode Decode: "Million Dollar Listing" star Roh Habibi

Recode Decode: "Million Dollar Listing" star Roh Habibi

Kara talks with Roh Habibi, star of reality show "Million Dollar Listing San Francisco," and guest Amina Sow speaks about her experience as a black woman in tech. Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Aug 201547min

Recode Decode: Andreessen Horowitz GP Chris Dixon

Recode Decode: Andreessen Horowitz GP Chris Dixon

Kara Swisher talks with Andreessen Horowitz general partner and entrepreneur and investor Chris Dixon about the landscape of venture capital and virtual reality. Walt Mossberg shares his perspective on Windows 10 and fields questions from his followers on Twitter. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Juli 201551min

Recode Decode: Y Combinator's Sam Altman

Recode Decode: Y Combinator's Sam Altman

Kara Swisher talks with Y Combinator president and Reddit board member Sam Altman about the social news site and the challenges of entrepreneurship. Lauren Goode fields questions on the "Internet of Things." Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Juli 201549min

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