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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Land of the Giants: Delivery Wars

Land of the Giants: Delivery Wars

While Decoder is on vacation this week, we're sharing an episode of Land of the Giants, a podcast from our friends at Recode and Eater. Land of the Giants is a podcast that explores how the biggest tech companies rose to power, and what they're doing with that power. In this 4-part mini-season, they’re covering the world of restaurant delivery apps and exploring how big tech is transforming the business of food, and the true cost of our convenience.  You can listen to the full season of Land of Giants wherever you find your podcasts. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Heinä 202134min

Juul and the business of addiction, with Lauren Etter

Juul and the business of addiction, with Lauren Etter

Juul became a sensation — and a sensationally dramatic story. Lauren Etter, author of The Devil's Playbook: Big Tobacco, JUUL, and the Addiction of a New Generation, joins us to explain how a tech startup founded in a Stanford design studio to disrupt the smoking industry upended years of tobacco regulation in the United States, got a new generation of teenagers addicted to nicotine after years of declining teen smoking rates, and eventually found itself valued at 38 billion. Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Kesä 20211h 15min

Microsoft CEO Satya Nadella on the business of Windows

Microsoft CEO Satya Nadella on the business of Windows

Nilay Patel talks with Satya Nadella, the CEO and chairman of Microsoft. On Thursday, Microsoft announced Windows 11, which comes with an all-new design, a bunch of new features, and the ability to run Android apps. Nilay asks Nadella about how he thinks about Windows as a platform, what Microsoft’s responsibilities are, and how he thinks the various antitrust bills in Congress will affect Microsoft’s plans for the future. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Kesä 202136min

Patreon CEO Jack Conte on why creators can’t depend on platforms

Patreon CEO Jack Conte on why creators can’t depend on platforms

Nilay Patel talks with Jack Conte, co-founder and CEO of Patreon, the platform that allows people to pay their favorite creators directly with monthly subscriptions. Nilay and Jack talk about how Patreon’s model as “membership” works, what Patreon’s relationship is to Apple and the app store, and where the overall creator economy is going on the internet. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Kesä 20211h 3min

John Deere CTO Jahmy Hindman on farming, data, and fixing the tractors of the future

John Deere CTO Jahmy Hindman on farming, data, and fixing the tractors of the future

Nilay Patel talks with Jahmy Hindman, chief technology office at John Deere, the world’s biggest manufacturer of farming machinery.  Nilay and Jahmy discuss what it means for our farming equipment to be run by computers, and how to fix the problems that arise because of it — like accessing reliable broadband, how the equipment should be upgraded, and who gets to fix it when it breaks. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Kesä 20211h 2min

The next generation of startups is remote, with Y Combinator's Michael Siebel

The next generation of startups is remote, with Y Combinator's Michael Siebel

Nilay Patel talks with managing director of Y Combinator Michael Siebel. YC is one of the most well-known and successful startup incubators in Silicon Valley. Michael is also a co-founder of Justin.tv, known now as Twitch, and he recently joined the board at Reddit after cofounder Alexis Ohanian stepped down and asked the company to replace him with someone who is Black. That means Michael is uniquely suited to talk about a lot of things that I’m really interested in exploring on Decoder: starting and growing tech businesses, finding opportunities for new ideas, the growing creator economy, and making sure the next generation of business leaders doesn’t look exactly the same as the last one. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Kesä 20211h 2min

Why Spotify’s chief legal officer called Apple a “ruthless bully”

Why Spotify’s chief legal officer called Apple a “ruthless bully”

Nilay Patel talks with head of global affairs and chief legal officer of Spotify Horacio Gutierrez to help understand why Spotify and so many other app developers are so frustrated with Apple. Horacio recently testified in front of Congress about Apple’s business practices, and just wrote an op-ed in the Wall Street Journal calling Apple a “ruthless bully.” Horacio explains what he sees as the biggest problems with Apple’s behavior, what he would actually do to fix it, and how all of that connects to having more interesting, innovative, and better products in our lives. Nilay also asks Horacio if he sees a connection between how he perceives Apple and how musicians perceive Spotify. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Kesä 20211h 3min

How to build everything, with Flex CEO Revathi Advaithi

How to build everything, with Flex CEO Revathi Advaithi

Nilay Patel talks with Revathi Advaithi, CEO of Flex. Flex is the third largest electronics manufacturing company in the world, making everything from hair dryers to the Mac Pro to autonomous driving systems for electric cars. It can also do everything from simply assembling products, to actually designing and engineering them from scratch.  Revathi and Nilay focus on the global chip shortage, the rise of automation, the future of the manufacturing workforce worldwide, and whether Flex can avoid global politics. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Touko 20211h

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