Episode
The DoorDash Problem: How AI browsers are a huge threat to Amazon
Decoder with Nilay Patel · Nov 20, 2025 · 31 min
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…