The company at the heart of the AI bubble

Today, I’m talking to Jonathan Kanter, the assistant attorney general for antitrust at the United States Department of Justice. This is Jonathan’s second time on the show, and it’s a bit of an emergency podcast situation. On Monday, a federal court issued a monumental decision in the DOJ’s case against Google, holding that Google Search and the text ads in search are monopolies.  The court hasn’t decided on the penalties for all this yet — that process is scheduled to start next month. But it’s the biggest antitrust win against a tech company since the Microsoft case from two decades ago. I wanted to know what Jonathan thought of the ruling, what it means for the law, and most importantly, what remedies he’s going to seek to try and restore competition in search.  Links:  Judge rules that Google ‘is a monopolist’ in US antitrust case | The Verge All the spiciest parts of the Google antitrust ruling | The Verge Now that Google is a monopolist, what’s next? | The Verge DOJ’s Kanter says the antitrust fight against Big Tech is just beginning | Decoder The DOJ Antitrust Division isn’t afraid to go to court | The Verge The US government is gearing up for an AI antitrust fight | The Verge Transcript: https://www.theverge.com/e/23979725 Credits: Decoder is a production of The Verge and is part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. This episode was edited by Callie Wright. Our supervising producer is Liam James.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Elo 202443min

Today, I’m talking with Glenn Fogel, the CEO of Booking Holdings, which owns a large portfolio of familiar travel brands: OpenTable, Kayak, and Priceline, as well as its largest subsidiary, Booking.com. This episode is pure Decoder bait all the way through — from Booking’s structure, to competition with hotels and airlines increasingly going direct to consumer, even to how European regulation affects competition with Google. Oh, and of course, how Booking is incorporating AI; Glenn has some fascinating thoughts there. Glenn really got into it with me — there’s a lot going on in this space, and it’s interesting because there are so many players and so much competition across so many of the layers, even among Booking’s own subsidiaries. I think we probably could have gone twice as long.  Links:  The oral history of travel’s greatest acquisition | Skift Long-term travel looks like a strong growth industry, says Booking’s Glenn Fogel | CNBC Ryanair wins screen-scraping case against Booking.com | Airways Aggregation Theory | Stratechery A Call for Embracing AI—But With a ‘Human Touch’ | Time Booking.com launches new AI Trip Planner | Booking Priceline releases new AI platform and ‘Penny’ chatbot | Skift Transcript: https://www.theverge.com/e/23976178 Credits:  Decoder is a production of The Verge and is part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. This episode was edited by Amanda Rose Smith. Our supervising producer is Liam James. Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Elo 20241h 12min

Every time we talk about AI, we get one big piece of feedback that I really want to dive into: how the lightning-fast explosion of AI tools affects the climate. AI takes a lot of energy, and there’s a huge unanswered question as to whether using all that juice for AI is actually worth it, both practically and morally.  It’s messy and complicated and there are a bunch of apparent contradictions along the way — so it’s perfect for Decoder. Verge senior science reporter Justine Calma joins me to see if we can untangle this knot. Links:  This startup wants to capture carbon and help data centers cool down | The Verge Google’s carbon footprint balloons in its Gemini AI era | The Verge Taking a closer look at AI’s supposed energy apocalypse | Ars Technica AI is exhausting the power grid. Tech firms are seeking a miracle | WaPo AI Is already wreaking havoc on global power systems | Bloomberg What do Google’s AI answers cost the environment? | Scientific American AI is an energy hog | MIT Tech Review Microsoft’s AI obsession is jeopardizing its climate ambitions | The Verge The answer to AI’s energy needs could be blowing in the wind | The Verge AI already uses as much energy as a small country | Vox Credits:  Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. This episode was edited by Callie Wright and Amanda Rose Smith. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Elo 202432min

Today, I’m talking with Hanneke Faber, the CEO of Logitech. Hanneke’s still pretty fresh to the role: She joined the company last October, after former CEO Bracken Darrell left following the pandemic boom and subsequent economic slowdown that halted Logitech’s growth. Hanneke, who comes from Unilever and Procter & Gamble, is new to the world of consumer electronics.  So we talked about the structural changes she’s already making at Logitech, and the changes she intends to make in the future. It sounds like some Logitech products, like its smart home doorbells and cameras, are not long for this world. You’ll also hear Hanneke talk about a concept called the “forever mouse” — a mouse you buy once and upgrade over time with new software features — features that of course might carry a subscription fee. Subscription mice! It’s a lot. Links:  How Logitech bet big on work from home | Decoder Logitech CEO Bracken Darrell is leaving for another job | The Verge Webcams have become impossible to find, and prices are skyrocketing | The Verge Logitech appoints Hanneke Faber as new CEO | Reuters Logitech’s new low-profile keyboard fits Cherry MX keycaps | The Verge Logitech’s Meta Quest stylus helps artists work in 3D | The Verge Logitech targets faster growth via education, health and AI | Reuters Logitech wants you to press its new AI button | The Verge Logitech’s best gaming mouse just got better | The Verge Logitech’s articulating arm webcam launches on Indiegogo | The Verge Transcript: https://www.theverge.com/e/23970888 Credits:  Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Heinä 20241h 1min

The Supreme Court has just taken on the entire idea of the US administrative state — and the Court is winning. Earlier this month, a conservative majority overturned a longstanding legal principle called Chevron deference. The implications are enormous for every possible kind of regulation — and net neutrality looks poised to be the first victim. Verge editor Sarah Jeong joins me to explain why. Links:  Supreme Court overrules Chevron, kneecapping federal regulators | The Verge What SCOTUS just did to broadband, the right to repair, the environment, and more | The Verge FCC votes to restore net neutrality | The Verge Reinstatement of net neutrality rules temporarily halted by appeals court | The Verge Clarence Thomas' 38 Vacations: The Other Billionaires Who Have Treated the Supreme Court Justice to Luxury Travel | ProPublica The Supreme Court's coming war with Joe Biden | Vox Transcript:  Credits: Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Heinä 202438min

Today, I’m talking with Rivian founder and CEO RJ Scaringe. RJ was on the show last September when we chatted at the Code Conference, but the past 10 months have seen a whirlwind of change throughout the car industry and at Rivian in particular. This year alone, the company unveiled five new models in its lineup and also just announced a $5 billion joint venture with Volkswagen. We got into all that and more.  If you’re a Decoder listener, you’ve heard me talk to a lot of car CEOs on the show, but it’s rare to talk to a car company founder, and RJ was game to talk about basically anything — even extremely minor feature requests I pulled from the forums. It’s a fun one. Links: Rivian CEO RJ Scaringe isn't scared of the Cybertruck | Decoder VW will invest up to $5 billion in Rivian as part of new EV joint venture | The Verge Rivian blazed a trail with its adventure EVs — can it stay on top? | The Verge Rivian R2 revealed: a $45,000 electric off-roader for the masses | The Verge Rivian surprises with R3 and R3X electric SUVs | The Verge Rivian puts its Georgia factory plans on pause | The Verge Rivian’s R1 vehicles are getting a gut overhaul | The Verge Rivian R1S review: king of the mountain | The Verge Rivian’s long, narrow road to profit | WSJ Tesla’s Share of U.S. Electric Car Market Falls Below 50% | NYT Transcript: https://www.theverge.com/e/23965790 Credits:  Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Heinä 20241h 3min

This week I’m talking to Matthew Ball, who was last on the show in 2022 to talk about his book “The Metaverse: How it Will Revolutionize Everything.” It’s 2024 and it’s safe to say that has not happened yet. But Matt’s still on the case — in fact he just released an almost complete update of the book, now with the much more sober title, “Building the Spatial Internet.” Matt and I talked a lot about where the previous metaverse hype cycle landed us, and what there is to learn from these boom and bust waves. We talked about the Apple Vision Pro quite a bit; if you read or watched my review when it came out, you’ll know I think the Vision Pro is almost an end point for one set of technologies. I wanted to know if Matt felt the same and what needs to happen to make all of this more mainstream and accessible. Links:  Fully revised and updated edition to the “The Metaverse” | W.W. Norton Apple Vision Pro review: magic, until it’s not | The Verge Apple’s Vision Pro: five months later | Vergecast Is the metaverse going to suck? A conversation with Matthew Ball | Decoder Interviewing Meta CTO Andrew Bosworth on the Metaverse, VR/AR, AI | Matthew Ball Interviewing Epic CEO Tim Sweeney and author Neal Stephenson | Matthew Ball An Interview with Matthew Ball about Vision Pro and the state of gaming | Stratechery Tim Sweeney explains how the metaverse might actually work | The Verge Fortnite is winning the metaverse | The Verge Is the Metaverse Just Marketing? | NYT Credits:  Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Heinä 202444min

Today, I’m talking with Arati Prabhakar, the director of the White House Office of Science and Technology Policy. That’s a cabinet-level position, where she works as the chief science and tech advisor to President Biden. Arati and her team of about 140 people at the OSTP are responsible for advising the president on not only big developments in science but also about major innovations in tech, much of which come from the private sector.  Her job involves guiding regulatory efforts, government investment, and setting priorities around big-picture projects like Biden’s cancer moonshot and combating climate change. More recently, Arati has been spending a lot of time talking about the future of AI and semiconductors, so I had the opportunity to dig into both of those topics with her as the generative AI boom continues and the results of the CHIPS Act become more visible.  One note before we start: I sat down with Arati last month, just a couple of days before the first presidential debate and its aftermath, which swallowed the entire news cycle. So you’re going to hear us talk a lot about President Biden’s agenda and the White House’s policy record on AI, among other topics. But you’re not going to hear anything about the president, his age, or the presidential campaign. Links:  Biden’s top science adviser resigns after acknowledging demeaning behavior | NYT Teen girls confront an epidemic of deepfake nudes in schools | NYT Senate committee passes three bills to safeguard elections from AI | The Verge The RIAA versus AI, explained | The Verge Lawyers say OpenAI could be in real trouble with Scarlett Johansson | The Verge Barack Obama on AI, free speech, and the future of the internet | Decoder Meet the Woman Who Showed President Biden ChatGPT | WIRED Biden releases AI executive order | The Verge Biden’s science adviser explains the new hard line on China | WashPo Where the CHIPS Act money has gone | The Verge Transcript: https://www.theverge.com/e/23961278 Credits: Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Heinä 20241h