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: Happy Re/New Year 2016; CES Preview

Recode Decode: Happy Re/New Year 2016; CES Preview

It's an all-star lineup of reporters from Re/code and The Verge in this special episode, featuring Kara Swisher, Lauren Goode, Casey Newton and Noah Kulwin. The team discusses the top tech stories of 2015, including online harassment, Google's restructuring and the wearable revolution that wasn't. Then, they preview CES 2016 and reflect on whether the annual trade show is still relevant. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Tammi 201650min

Recode Decode: Rufus Griscom, Heleo CEO

Recode Decode: Rufus Griscom, Heleo CEO

Heleo CEO Rufus Griscom talks with Peter Kafka about trying to build a "BuzzFeed for brains" that can distribute Big Ideas to the broader Internet. He also discusses the founding of his two previous startups, Nerve.com (which sold to IAC) and Babble (which sold to Disney), and why big media companies may be losing interest in star writers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Joulu 201520min

Recode Decode: Niccolo de Masi, Glu CEO

Recode Decode: Niccolo de Masi, Glu CEO

Glu Mobile CEO Niccolo de Masi talks with Kara Swisher about Glu's hit games like Kim Kardashian: Hollywood and Katy Perry Pop, and what makes them different from earlier video games based on licensed intellectual property. He also handicaps the future of the gaming business, and discusses what will separate the winners from the losers. Later on: Kara Swisher and Lauren Goode review the top gadgets of 2015. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Joulu 201550min

Recode Decode: Ev Williams, Medium CEO

Recode Decode: Ev Williams, Medium CEO

Medium CEO Ev Williams talks with Peter Kafka about founding his third company that makes it easier to "write on the Interwebs," and what makes Medium different from Blogger and Twitter. He also discusses why publishing on anything other than a platform doesn't make sense any more, and offers some insight into why Twitter's board seemingly changed its mind about Jack Dorsey's eligibility to be CEO again.. Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Joulu 201532min

Recode Decode: Jeremy Stoppelman, Yelp CEO

Recode Decode: Jeremy Stoppelman, Yelp CEO

Yelp CEO Jeremy Stoppelman talks with Kara Swisher about spending a decade at the helm of the local-recommendations site, and the new challenges posed by private companies that can out-raise the public Yelp. He also explains why he thinks quasi-competitor Google has ?lost its mind.? Later on: Kara Swisher and Lauren Goode don virtual reality headsets that are powered by smartphones and talk about the inevitable dystopian future. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Joulu 201553min

Recode Decode: Katie Nolan, Fox Sports TV Host

Recode Decode: Katie Nolan, Fox Sports TV Host

Katie Nolan talks with Peter Kafka about how she went from Tumblr to YouTube to television, specifically Fox Sports 1, where she hosts "Garbage Time with Katie Nolan." They also discuss online harassment and why Nolan thinks the only logical response to trolls is fighting back. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Joulu 201523min

Recode Decode: Marc Lore, Jet.com CEO

Recode Decode: Marc Lore, Jet.com CEO

Jet.com CEO Marc Lore talks with Re/code's Senior Commerce Editor Jason Del Rey about trying to build a new e-commerce giant when rival Amazon has a 20-year lead. Also: Why is Jet.com raising so much money? Later on: Kara Swisher, Lauren Goode and special guest Ina Fried discuss "The Hunchback of Cupertino," Apple's new iPhone battery case. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Joulu 201545min

Recode Decode: Brian Rolapp, NFL Media Czar

Recode Decode: Brian Rolapp, NFL Media Czar

The NFL's media czar Brian Rolapp talks with Peter Kafka about why Internet companies might (or might not) get the rights to a soon-to-be-auctioned set of games. They also discuss what makes live sports different from other forms of TV and the impact of fantasy sports on the game. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Joulu 201533min

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