The company at the heart of the AI bubble

The company at the heart of the AI bubble

So a lot of people think AI is a bubble. So we sent Verge senior reporter Liz Lopatto out to report on the AI bubble — whether it's real, how it might pop, and what all of this means.She’s joining the show today to talk about a particular company that sits right in the middle of all of it. That company is called CoreWeave, and Liz has spent considerable time diving into its history, its financials, and the truly fascinating story that all of that tells us about the modern AI boom. Links: CoreWeave CEO plays down concerns about AI-spending bubble | WSJ Why debt funding is ratcheting up the risks of the AI boom | NYT Inside the data centers that train AI and drain the electrical grid | The New Yorker How a crypto miner transformed Into the multibillion-dollar backbone of AI | Wired CoreWeave signs $14 billion AI infrastructure deal with Meta | Reuters CoreWeave, Nvidia sign $6.3 billion cloud computing capacity order | Reuters Nvidia turned CoreWeave into major player in AI years before saving its IPO | CNBC CoreWeave inks $6.5 billion deal with OpenAI | CNBC ‘Project Osprey:’ How Nvidia seeded CoreWeave’s rise | The Information For this startup, Nvidia GPUs are currency | The Verge 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 Helmi 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 Helmi 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 Helmi 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 Helmi 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 Tammi 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 Tammi 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 Tammi 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 Tammi 1h 4min

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