The DoorDash Problem: How AI browsers are a huge threat to Amazon

The DoorDash Problem: How AI browsers are a huge threat to Amazon

Author: The Verge November 20, 2025 Duration: 30:55
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

At the intersection of power, innovation, and consequence, you'll find Decoder with Nilay Patel. Hosted by The Verge's editor-in-chief, this isn't a typical business or technology podcast that simply recites the news. Instead, Nilay engages with founders, CEOs, legislators, and artists in substantive conversations that dissect the mechanics behind major decisions. The dialogue focuses on the real-world implications of big ideas, probing how today's choices in boardrooms and legislatures ripple out into society tomorrow. You'll hear guests articulate their toughest challenges, the trade-offs they've made, and the often-unseen forces shaping industries from social media and artificial intelligence to transportation and entertainment. Each episode is built on a foundation of genuine curiosity, aiming to unpack not just what is happening, but why it matters for the way we all live and work. Listening to this podcast feels like gaining access to a nuanced, behind-the-scenes briefing where strategy and philosophy collide. It's for anyone who suspects that the most important stories aren't the announcements themselves, but the human decisions, the unforeseen problems, and the ethical calculations that happen long before the headlines are written. Through these detailed conversations, Decoder provides a crucial lens on the architects of our modern world and the complex systems they are building, for better or worse.
Author: Language: English Episodes: 100

Decoder with Nilay Patel
Podcast Episodes
Everyone hates Ticketmaster. Why'd Trump go easy on them? [not-audio_url] [/not-audio_url]

Duration: 37:30
Today, we’re talking about the major antitrust lawsuit against Ticketmaster parent company Live Nation, and what it might mean for antitrust and competition law in general now that the Trump DOJ has decided to settle its…
Confronting the CEO of the AI company that impersonated me [not-audio_url] [/not-audio_url]

Duration: 1:15:53
Today, I’m talking with Shishir Mehrotra, the CEO of Superhuman, the company formerly known as Grammarly, which is still its flagship product. Back in August, Grammarly shipped a feature called Expert Review, which allow…
Paramount's $110 billion Warner Bros. gamble [not-audio_url] [/not-audio_url]

Duration: 48:08
Today, let’s talk about the big Paramount-Warner Bros. Discovery merger. Right now, Paramount head David Ellison is very much acting like he’s over the finish line after outbidding Netflix, which walked away after what s…
Yahoo CEO Jim Lanzone on reviving the web's homepage [not-audio_url] [/not-audio_url]

Duration: 1:17:43
Jim Lanzone is the CEO of Yahoo. It's basically impossible to sum up Yahoo's story over the last 25 years, but the short version is that once upon a time, Yahoo paid Google to run the search box on its website, and every…
Anthropic doesn't trust the Pentagon, and neither should you [not-audio_url] [/not-audio_url]

Duration: 48:57
My guest today is Mike Masnick, the founder and CEO of Techdirt, the excellent and long-running tech policy blog. Mike has been writing about government overreach, privacy in the digital age, and other related topics for…
Hasbro's CEO lets AI Peppa Pig help design toys [not-audio_url] [/not-audio_url]

Duration: 1:12:03
Hasbro might be a toy company, but CEO Chris Cocks has spent the last several years pushing it more and more into the digital media, gaming, and collectibles space. That makes sense, since adults have money and kids don'…
Prediction markets want to be the news [not-audio_url] [/not-audio_url]

Duration: 45:24
Today let’s talk about prediction markets, which continue to insert themselves into the news cycle and the news in increasingly weird, unsettling, and potentially illegal ways. My guest today is Liz Lopatto, a senior rep…
Zillow's CEO on growth during a housing crisis [not-audio_url] [/not-audio_url]

Duration: 1:05:38
Today, I’m talking with Zillow CEO Jeremy Wacksman. Zillow is one of those apps that really exemplifies what you might call the smartphone era of software: the company built a great mobile app for looking at real estate…
Inside Xbox's executive shakeup [not-audio_url] [/not-audio_url]

Duration: 43:08
Today, we’re talking about the future of Xbox. Phil Spencer, a two-time Decoder guest who’s led Xbox for more than a decade, is stepping down. But in a shocking twist, his deputy long-assumed successor Sarah Bond is also…
Hank Green lets loose on YouTube, billionaires, and algorithms [not-audio_url] [/not-audio_url]

Duration: 1:11:02
Today, I’m talking with Hank Green, a longtime friend of Decoder and the co-founder and now former owner of Complexly, an online education company he started with his brother John in 2012. I say former owner because Hank…