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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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

Rewind: How private equity kills companies and communities

Rewind: How private equity kills companies and communities

Hey everyone, it’s Nilay. We’re settling back in here after the winter break and CES, and we’ll have new episodes for you starting next Monday. In the meantime, we wanted to highlight one of our favor...

15 Tammi 51min

Dropout CEO Sam Reich on the business of subscription comedy

Dropout CEO Sam Reich on the business of subscription comedy

We’ve got something special for you today. It’s my friend Hank Green, longtime YouTuber, science educator, and viral TikTok star, interviewing Dropout CEO Sam Reich.  Hank did this episode as a guest...

12 Tammi 1h 4min

What’s next for Netflix and Paramount in the Warner Bros. battle

What’s next for Netflix and Paramount in the Warner Bros. battle

Hey everyone, it’s Nilay. Decoder is on our holiday break. We’ve got a lot of fun stuff coming up in the New Year, though, including a special Decoder Live at CES. Stay tuned for more details, includi...

22 Joulu 202543min

"All chaos and panic": Nilay answers your burning Decoder questions

"All chaos and panic": Nilay answers your burning Decoder questions

Hey everyone! Decoder senior producers Kate Cox and Nick Statt here. We’ve had a big year, including nearly 100 episodes, a new YouTube channel, an ad-free podcast feed, and a slate of great guest hos...

18 Joulu 202556min

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