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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Black Software author on technology’s role in racial justice

Black Software author on technology’s role in racial justice

In this episode of Decoder, Nilay sits down with Charlton McIlwain, a professor of media, culture, and communications at NYU and the author of Black Software, to talk about Black Lives Matter, Twitter, Online Communities, and Policing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Helmi 20211h 6min

Venture Capitalism isn’t just for Venture Capitalists, with Arlan Hamilton

Venture Capitalism isn’t just for Venture Capitalists, with Arlan Hamilton

Nilay Patel talks with venture capitalist Arlan Hamilton. Arlan founded VC fund Backstage Capital in 2015 and focuses on investing in “underestimated founders,” many of whom are people of color, women and LGBTQ. They discuss the importance of representation in tech and business, how the VC world works, and why Arlan is hopeful about the future at Backstage. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Helmi 202153min

The SolarWinds hack: cyber attacks and national security with Reuters reporter Joseph Menn

The SolarWinds hack: cyber attacks and national security with Reuters reporter Joseph Menn

The Verge's Nilay Patel is joined by Joseph Menn, a cybersecurity reporter at Reuters and author of the new book Cult of the Dead Cow: How the Original Hacking Supergroup Might Just Save the World. Nilay and Joseph talk about a very big problem in US cybersecurity today: the SolarWinds hack. In December, it was reported that a group of hackers, likely from the Russian government, had gotten into SolarWinds, a dominant player in network management software, and then used that access to breach everything from Microsoft to the US government. The story is part of a back-and-forth game of hacking the United States and its rivals that have been escalating for years. Pay attention to how quickly this conversation with Joseph becomes about really big issues like how deeply our military and security agencies should be integrated with private company security. There aren’t a lot of easy answers here, but it’s clear that change is coming with the Biden administration. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Tammi 202156min

Marques Brownlee on how to scale MKBHD while being the face of the YouTube brand

Marques Brownlee on how to scale MKBHD while being the face of the YouTube brand

Nilay Patel talks with Marques Brownlee (MKBHD on YouTube) about building a business as a YouTuber, how content creators make money, and how to scale when you are the brand. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Tammi 20211h 1min

Instagram’s Adam Mosseri on the future of Reels, moderation, and the responsibility of social media platforms

Instagram’s Adam Mosseri on the future of Reels, moderation, and the responsibility of social media platforms

The Verge's Nilay Patel talks with head of Instagram Adam Mosseri about how to run a creative platform like Instagram at scale while keeping users — and democracy — safe, how much responsibility the platforms have for what their algorithms promote, and, of course, Instagram's products like Reels, Stories, and IGTV. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Tammi 20211h 5min

Trump, Twitter, and the First Amendment, with platform moderation expert Daphne Keller

Trump, Twitter, and the First Amendment, with platform moderation expert Daphne Keller

In the aftermath of the pro-Trump attack on the Capitol, many online platforms, including both Twitter and Facebook, banned President Trump. In this week’s episode, Nilay Patel talks with regulation expert and law professor Daphne Keller, about a big problem: how to moderate what happens on the internet. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Tammi 202159min

The business of meatless meat with Beyond Meat CEO Ethan Brown

The business of meatless meat with Beyond Meat CEO Ethan Brown

Today’s episode is with Beyond Meat founder and CEO Ethan Brown. Nilay and Ethan discuss how the company is doing since its IPO in 2019 and how they are fairing during the pandemic. The food supply chain has seen significant impact during COVID and there has been an increased demand for plant-based proteins during the pandemic, with meat shortages and more people cooking at home. They also talk about how Beyond Meat is structured, how they are different from other competitors in the market, and what’s next from the company. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Joulu 202046min

How the @!#$ does advertising work, with Cadillac CMO Melissa Grady

How the @!#$ does advertising work, with Cadillac CMO Melissa Grady

Advertising is a huge part of the economy and something we all experience everyday through various mediums. In this episode, Nilay Patel talks with Cadillac CMO Melissa Grady about how advertising has been reinvented by technology — from data-driven insights to new social media platforms to the role of influencers in marketing. They also unpack how modern advertising works and where it's headed in the future.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Joulu 20201h

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