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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The surprising case for AI judges

The surprising case for AI judges

My guest today is Bridget McCormack, former chief justice for the Michigan Supreme Court and now president and CEO of the American Arbitration Association. For the past several years, Bridget and her ...

12 Feb 1h 13min

Siemens CEO's mission to automate everything

Siemens CEO's mission to automate everything

Siemens is one of those absolutely giant, extremely important, fairly opaque companies we love to dig into on Decoder. At a very basic, reductive level, Siemens makes the hardware and software that le...

9 Feb 1h 2min

Reality is losing the deepfake war

Reality is losing the deepfake war

Today, we’re going to talk about reality, and whether we can label photos and videos to protect our shared understanding of the world around us. To do this, I sat down with Verge reporter Jess Weather...

5 Feb 48min

Docusign's CEO on the dangers of trusting AI to read, and write, your contracts

Docusign's CEO on the dangers of trusting AI to read, and write, your contracts

Today, I’m talking with Allan Thygesen, who is the CEO of Docusign. You know Docusign, it’s the platform that lets you sign stuff online. It turns out 7,000 people work there, which is one of those fa...

2 Feb 1h 5min

Netflix is eating Hollywood — because it has to

Netflix is eating Hollywood — because it has to

Today, we’re talking about the bidding war over Warner Bros. Discovery, which is the biggest story in the entertainment industry right now, and for good reason. It has pretty much everything you could...

29 Jan 55min

Experian's tech chief defends credit scores: 'We're not Palantir'

Experian's tech chief defends credit scores: 'We're not Palantir'

Experian is one of those giant multinationals convoluted enough to have multiple CEOs all over the world, so first I asked Alex Lintner, Experian's CEO of technology and software solutions, to dig int...

26 Jan 1h 9min

Why nobody's stopping Grok

Why nobody's stopping Grok

Grok, the chatbot made by Elon Musk’s xAI, is able to make all manner of AI-generated images on demand, including non-consensual intimate images of women and minors. It's the kind of "controversy" tha...

22 Jan 1h 5min

Razer CEO on AI in game dev, Grok, and anime waifus

Razer CEO on AI in game dev, Grok, and anime waifus

We’re back to start the year with a very special live interview with Razer CEO Min-Liang Tan, which we taped in front of a terrific audience at Brooklyn Bowl in Las Vegas during CES. At this year’s sh...

19 Jan 1h 4min

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