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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Recode Decode: Orion Hindawi, CEO, Tanium

Recode Decode: Orion Hindawi, CEO, Tanium

Tanium CEO Orion Hindawi talks with Re/code's Arik Hesseldahl about why it's easier than ever for hackers to strike at companies and governments, and why those who cling to obsolete security solutions are putting everyone at risk. Hindawi says we're hearing about more security breaches, but that doesn't necessarily mean more are happening. Plus: Why the coconut-water-drinking corporate culture in Silicon Valley is wasteful, irresponsible and headed for a fall. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Maalis 201647min

Recode Decode: Ash Carter, United States Secretary of Defense

Recode Decode: Ash Carter, United States Secretary of Defense

U.S. Secretary of Defense Ash Carter talks with Kara Swisher about his efforts to unite the Pentagon and Silicon Valley behind common goals, including a new "innovation advisory board" chaired by Eric Schmidt. He also explains why he is a strong supporter of encryption, why he almost never uses a cell phone and why he does not want to cede control of the Internet to countries like China and Russia. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Maalis 201637min

Recode Decode: Sam Shank, CEO, HotelTonight

Recode Decode: Sam Shank, CEO, HotelTonight

HotelTonight CEO Sam Shank talks with Kara Swisher about taking only 10 weeks to launch an online travel app. He explains how the startup worked to avoid being perceived as "another Groupon" and why he believes big hotel chains such as Hilton and Marriott are in danger. Plus: Despite turmoil in the markets, will HotelTonight go public? Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Helmi 201634min

Recode Decode: Gavin Newsom, Lieutenant Governor, California

Recode Decode: Gavin Newsom, Lieutenant Governor, California

California Lieutenant Governor Gavin Newsom talks with Kara Swisher about why the government's approach to technology needs to be completely reimagined. A former mayor of San Francisco, Newsom argues that tech companies need to take an active role in fixing socioeconomic problems caused by their success. He also talks about self-driving cars, virtual reality sports and working with Napster co-founder Sean Parker to legalize marijuana. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Helmi 201650min

Recode Decode: Hadi Partovi, CEO, Code.org

Recode Decode: Hadi Partovi, CEO, Code.org

Code.org CEO Hadi Partovi talks with Kara Swisher about how he discovered his love for programming, and how Steve Jobs' death spurred him to create a non-profit that would spread that love to others. He argues that, just as students learn chemistry but don't all become chemists, education should reform to make young people digitally literate. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Helmi 201634min

Recode Decode: Andrew Jarecki, "The Jinx" Director

Recode Decode: Andrew Jarecki, "The Jinx" Director

Andrew Jarecki joins Peter Kafka to talk about the success of true-crime documentary series such as "Making a Murderer," "Serial" and the show he directed, "The Jinx." He also discusses his history in tech as the founder of MovieFone and a new application called KnowMe, which makes it easier to share visual stories about your life from your phone. Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Helmi 201633min

Recode Decode: Mike Cagney, CEO, SoFi

Recode Decode: Mike Cagney, CEO, SoFi

SoFi CEO Mike Cagney sits down with Kara Swisher to discuss why financial technology startups are suddenly hot and how SoFi hopes to eventually replace your bank, even though it has no permanent physical locations. He also talks about why SoFi is planning to launch a dating app (no, really) and why it ran an ad during Super Bowl 50. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Helmi 201648min

Recode Decode: Chet Kanojia, Starry CEO

Recode Decode: Chet Kanojia, Starry CEO

Starry CEO Chet Kanojia, formerly the founder and CEO of Aereo, is back with another startup aimed at taking on the man. He sits down with Peter Kafka to talk about Starry, which aims to attack broadband monopolies and duopolies by delivering high-speed consumer Internet over the air. He also discusses fellow disruptor Google Fiber and what the Supreme Court didn't understand about Aereo. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Helmi 201635min

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