The DoorDash Problem: How AI Browsers Are a Threat to Amazon(theverge.com)

The DoorDash Problem: How AI Browsers Are a Threat to Amazon

https://www.theverge.com/podcast/823909/the-doordash-problem-ai-agents-web-amazon-perplexity-lawsuit

1 comments

Great article on a timely topic. The only point I think Nilay didn’t fully address is the specific impact on Amazon Marketplace. Amazon often takes half or more of the revenue from those sales, which helps sustain its “one-stop shop” dominance.

With agents, however, that marketplace advantage disappears—the agent effectively creates a dynamic marketplace on demand. It’s also worth noting the ongoing U.S. DOJ antitrust case against Amazon Marketplace, which could tie directly into this discussion.