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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Poshmark’s Tracy Sun on stitching e-commerce with social media

Poshmark’s Tracy Sun on stitching e-commerce with social media

Nilay Patel talks with Tracy Sun, the co-founder and SVP of new markets at Poshmark, a fashion resale company that just went public earlier this year while riding the huge wave of e-commerce growth during the pandemic. Tracy has to manage regular e-commerce issues, like shipping logistics and customer service, as well as influencer economy problems, like burnout and the incessant need to grow follower counts — not to mention the universe of problems that comes with selling fashion, like dealing with fashion labels and brands. But if Poshmark can get it all right, Tracy thinks community is the future of retail. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Maalis 20211h 1min

The robots are coming for your office, with NYT’s Kevin Roose

The robots are coming for your office, with NYT’s Kevin Roose

Nilay Patel sits down with New York Times tech columnist Kevin Roose to discuss the impact of automation on our future — specifically, robotic process automation, or RPA. Kevin's new book, Futureproof: 9 Rules for Humans in the Age of Automation, is out and features a lengthy discussion of RPA, who's using it, who it will affect, and how to think about it as you design your career. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Maalis 20211h 2min

Australia vs Facebook — and how regulation is splintering the internet, with Atlassian CEO Scott Farquhar

Australia vs Facebook — and how regulation is splintering the internet, with Atlassian CEO Scott Farquhar

Nilay Patel talks with Atlassian CEO Scott Farquhar about Australia's Media Bargaining Code, which requires social platforms and search engines to pay news publishers for linking to their work. They also discuss how to run a global company in an increasingly fractured world and why understanding public policy is now key to running a tech company. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Maalis 20211h 6min

How Twitter is building its future, with Kayvon Beykpour

How Twitter is building its future, with Kayvon Beykpour

Nilay talks with Twitter’s Head of Consumer Product, Keyvon Beykpour about what it took to reset the team towards growth, how he decides what to prioritize, and what the timelines for success look like on different projects. They also talk about moderation, of course. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Maalis 20211h 13min

Underunderstood: Why is This Sheriff Arresting Fire TV Sellers?

Underunderstood: Why is This Sheriff Arresting Fire TV Sellers?

An 88-year-old is being charged with a felony after selling ‘jailbroke firesticks’ at a Florida flea market. Why? Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Maalis 202147min

Meet Austin Russell, the 25-year-old billionaire building the future of self-driving cars

Meet Austin Russell, the 25-year-old billionaire building the future of self-driving cars

Austin Russell, Luminar’s founder and CEO on why he thinks LIDAR is the future of self-driving technology, where he thinks the autonomous vehicle industry is headed, and proving Elon Musk wrong. Let us know what you think: http://theverge.com/survey Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Maalis 202158min

Evil Geniuses' CEO Nicole LaPointe Jameson on how to run an esports company

Evil Geniuses' CEO Nicole LaPointe Jameson on how to run an esports company

Nilay Patel talks with CEO of Evil Geniuses about how an esports team makes money, where the industry is headed, and where she sees growth. We want to hear what you think of Decoder! Please fill out this short survey: theverge.com/survey Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Helmi 20211h 7min

CNBC’s Jon Fortt on GameStop, Robinhood, and wallstreetbets

CNBC’s Jon Fortt on GameStop, Robinhood, and wallstreetbets

CNBC anchor Jon Fortt unpacks how the GameStop stock story was covered by the media and if technology has the ability to democratize the markets through apps like Robinhood. Fortt also discusses his course ‘The Black Experience in America,’ which looks at race in the US https://www.forttmedia.com/ We want to know what you think of the podcast! Please take our audience survey at theverge.com/survey. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Helmi 20211h 7min

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