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: Betaworks CEO and co-founder John Borthwick

Recode Decode: Betaworks CEO and co-founder John Borthwick

John Borthwick, CEO of the "startup studio" Betaworks, tells Peter Kafka why mobile apps still rule, why he's still bullish on Twitter user growth and more. Later, Lauren Goode and Kara Swisher talk TV streaming, and Kurt Wagner unpacks the daily fantasy controversy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Loka 201553min

Recode Decode: Ericsson CEO Hans Vestberg

Recode Decode: Ericsson CEO Hans Vestberg

Ericsson is maybe the largest communications technology company on the planet. This week, CEO Hans Vestberg tells Kara Swisher about the view from the top, and why he's excited about connectivity in the developing world and in cars. Later on, The Verge's Lauren Goode talks about our Code/Mobile conference and wearables, and Mark Bergen discusses Google search. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Loka 201550min

Recode Decode: White House Senior Advisor Valerie Jarrett

Recode Decode: White House Senior Advisor Valerie Jarrett

Valerie Jarrett is one of President Obama's most trusted confidants, and by extension one of the most powerful people in Washington. She talks with Kara Swisher about the tech industry, gun control, Congress and more. Later, Walt Mossberg talks about TV and the Internet, and Kurt Wagner discusses the executive turnover at Twitter. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Loka 201556min

Recode Decode: Lenny newsletter co-founders Lena Dunham and Jenni Konner

Recode Decode: Lenny newsletter co-founders Lena Dunham and Jenni Konner

In a special hour-long interview with Kara Swisher, Lena Dunham and Jenni Konner talk about their new newsletter publication, Lenny. The duo behind HBO's "Girls" offer their thoughts on feminism, online harassment and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Syys 201551min

Recode Decode: Microsoft EVP Peggy Johnson

Recode Decode: Microsoft EVP Peggy Johnson

Kara Swisher discusses the shiny, new startup-friendly Microsoft with its partnerships chief, Peggy Johnson. Plus, Lauren Goode on Internet publishing and Mark Bergen on advanced car tech. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Syys 201557min

Recode Decode: Buzzfeed founder Jonah Peretti

Recode Decode: Buzzfeed founder Jonah Peretti

BuzzFeed is one of the most important and successful new media companies, tying together deeply reported impact journalism with content optimized for the digital age. Peter Kafka talks with founder and CEO Jonah Peretti, and later on, The Verge's Lauren Goode discusses the Apple event and Jason Del Rey dishes about mobile payments. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Syys 20151h 1min

Recode Decode: LinkedIn CEO Jeff Weiner

Recode Decode: LinkedIn CEO Jeff Weiner

Like rivals Facebook and Twitter, LinkedIn is no longer just a social network, it's a content platform, a recruiting tool, a resume builder and much, much more. In the Red Chair this week, CEO Jeff Weiner explains how the company has grown and evolved. Plus, Walt Mossberg talks about apps for work and Ina Fried dives into the business of wearables. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Syys 201556min

Recode Decode: Marc Andreessen, investor and entrepreneur

Recode Decode: Marc Andreessen, investor and entrepreneur

Since founding Netscape more than 20 years ago, Marc Andreessen has been one of Silicon Valley's most influential figures. The entrepreneur-turned-venture capitalist talks with Kara Swisher about bubbles, politics, parenting and more, in an extended interview on this week's show. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Syys 201559min

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