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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Can Substack CEO Chris Best build a new model for journalism?

Can Substack CEO Chris Best build a new model for journalism?

Nilay Patel talks to Chris Best, cofounder and CEO of Substack, the subscription newsletter startup that’s taken the media industry by storm over the past few months. The conversation explores how Substack's business model could potentially impact the media industry, but also dives into the basic questions about running a media company -- how Substack makes money, how it’s going to scale while offering additional services to writers, like legal protection, and, of course, content moderation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Joulu 20201h

Alamo Drafthouse CEO Shelli Taylor on going back to the movies

Alamo Drafthouse CEO Shelli Taylor on going back to the movies

On this episode of Decoder, Nilay talks with Shelli Taylor, the CEO of Alamo Drafthouse. Shelli stepped into her new role as CEO during the pandemic. In this conversation, Nilay and Shelli discuss the steps she had to take to get her company back on solid ground — including justifying high fixed costs of expensive lightbulbs — and how the government has failed to manage the pandemic effectively for business owners. They also talk about what it will take to safely reopen theaters and what the future looks like, especially in the streaming age. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Joulu 202044min

Microsoft's Phil Spencer on launching the new Xbox and the future of games

Microsoft's Phil Spencer on launching the new Xbox and the future of games

On this week’s episode of Decoder Nilay Patel talks to Phil Spencer, the guy in charge of Xbox at Microsoft. They discuss not only the next-generation Xbox and PS5 just arriving in stores now, but how gaming itself has become part of mainstream culture, a trend that has definitely accelerated during the pandemic. We’ve also reached an inflection point for game streaming: Google, Amazon, and Microsoft all have services that allow consumers to play games on any device by streaming them over the internet, kind of like Netflix for games. Is that the future? Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Marras 20201h 11min

Remote learning is here to stay — can we make it better?

Remote learning is here to stay — can we make it better?

On this week’s episode of Decoder, Nilay Patel talks with Sal Khan, the co-founder and CEO of Khan Academy, a nonprofit online learning platform for students in kindergarten through high school. Khan Academy is an organization that exists because of technology. What started with Sal tutoring his niece in math over video using off the shelf cameras and software, has grown into an organization with nearly 20 million users per month, available in 46 languages and used in more than 190 countries. And online learning has gotten even more vital with the pandemic. In this conversation, Nilay and Sal discuss the future of learning, what online education is good at and where it struggles, how Khan Academy is growing, and how Sal’s thinking about handling trickier subjects like history and social studies. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Marras 202058min

Mark Cuban on the presidency and the future of American business

Mark Cuban on the presidency and the future of American business

On the first episode of Decoder, Nilay Patel interviews Mark Cuban. Mark is the owner of the Dallas Mavericks, he’s a tech investor, and is on the hit show, Shark Tank. The conversation, recorded as last week’s election results rolled in, covers how interwoven business, technology, and policy are, whether its 5G, or the NBA bubble, or AI, or his investments into healthcare -- if you want to understand the landscape of the future, you have to understand tech, you have to understand business, and you have to understand policy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Marras 202056min

Welcome to Decoder

Welcome to Decoder

It may seem like a strange time to launch a podcast about business when the pandemic has frozen so many things in place, but the future is still coming — people are building technology and making policy for it right now. And it’s important to talk to them. This is Decoder with Nilay Patel. New episodes coming November 10th. Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Loka 20203min

Recode Decode series finale: Vox CEO Jim Bankoff and fan-favorite guests

Recode Decode series finale: Vox CEO Jim Bankoff and fan-favorite guests

After five years, Kara Swisher signs off as the host of Recode Decode. She and her producer Eric Johnson discuss five of the best moments in the show's 539-episode history; then, she talks with Vox Media CEO Jim Bankoff about the future of Vox as the COVID-19 crisis continues and the media grapples with what it can do to unwind systemic racism; and finally, she answers questions submitted by 10 of her past guests, including Ronan Farrow, Carole Cadwalladr, Anthony Scaramucci, and Stephanie Ruhle. Thank you to all of our guests, listeners, and the dozens of people behind the scenes who have made this show possible. Starting on Monday July 6, we'll bring you hand-picked "Best of Recode Decode" episodes for the rest of the summer. After that, stay subscribed for something new on this feed from Vox Media. Featuring: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large Eric Johnson (@HeyHeyESJ), Recode Decode senior producer Jim Bankoff (@Bankoff), Vox Media CEO More to explore: On Reset, Arielle Duhaime-Ross explores why — and how — tech is changing everything. On Recode Media, Peter Kafka interviews business titans, journalists, comedians and podcasters about the collision of tech and media. On Pivot, Kara Swisher and Scott Galloway talk about the big tech news stories of the week, who's winning, who's failing, and what comes next. And on Season 1 of Land of the Giants, Jason Del Rey chronicled the rise of Amazon — and now, on Season 2, Peter Kafka and Rani Molla are examining "the Netflix effect." About Recode by Vox: Recode by Vox helps you understand how tech is changing the world — and changing us. Follow Us: Newsletter: Recode Daily Twitter: @Recode and @voxdotcom Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Heinä 20201h 54min

Recode Decode: Sridhar Ramaswamy

Recode Decode: Sridhar Ramaswamy

Former Google executive Sridhar Ramaswamy talks with Recode's Kara Swisher about his new startup, Neeva, which promises to offer paying subscribers a search engine with no ads and without selling its users' data. Ramaswamy, who worked at Google from 2003 to 2018, talks about how it evolved into an advertising powerhouse, why people should care about the "incredibly personal" details revealed by their search history, and why he believes Neeva can reach a larger-audience than just wealthy privacy-conscious consumers. He also explains how Neeva limits the data it collects, the "big problem" with antitrust dogma in the US, and whether Silicon Valley is changing for the better. Featuring: Sridhar Ramaswamy (@RamaswmySridhar), co-founder, Neeva Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: On Reset, Arielle Duhaime-Ross explores why — and how — tech is changing everything. On Recode Media, Peter Kafka interviews business titans, journalists, comedians and podcasters about the collision of tech and media. On Pivot, Kara Swisher and Scott Galloway talk about the big tech news stories of the week, who's winning, who's failing, and what comes next. And on Season 1 of Land of the Giants, Jason Del Rey chronicled the rise of Amazon — and now, on Season 2, Peter Kafka and Rani Molla are examining "the Netflix effect." About Recode by Vox: Recode by Vox helps you understand how tech is changing the world — and changing us. Follow Us: Newsletter: Recode Daily Twitter: @Recode and @voxdotcom Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Kesä 20201h 4min

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