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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Recode Decode: Rose Marcario

Recode Decode: Rose Marcario

Former Patagonia CEO Rose Marcario talks with Recode's Kara Swisher about the company's history of activism, the Facebook ad boycott that Patagonia helped start, and what she hopes it will accomplish. Marcario explains how Patagonia chooses which battles to fight, what she thinks of other business leaders who take public stands — such as Amazon CEO Jeff Bezos — and why we need more "good actors" in the corporate world. Plus: Is "compassionate capitalism" a real thing? This interview was recorded as part of the Lesbians Who Tech virtual Pride Summit. Featuring: Rose Marcario, former CEO, Patagonia 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

26 Kesä 202038min

Recode Decode: Aminatou Sow

Recode Decode: Aminatou Sow

Call Your Girlfriend co-host Aminatou Sow talks with Recode's Kara Swisher about upcoming book with Ann Friedman, Big Friendship: How We Keep Each Other Close. Sow discusses "how [she] got bamboozled into getting business-married” to Friedman, why they went to therapy together, and why talking about your friendships with your friends is so important. She also talks about why she refuses to hang out with friends on Zoom, the assumptions we all make about other people's friendships, and what you should do when you and a friend have opposing political views. Featuring: Aminatou Sow (@aminatou), co-author, Big Friendship: How We Keep Each Other Close 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 Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! 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

24 Kesä 202052min

Recode Decode: Samantha Power

Recode Decode: Samantha Power

Harvard professor Samantha Power, the former US ambassador the United Nations, talks with Recode's Kara Swisher about her 2019 memoir The Education of an Idealist, what idealism looks like now in America, and the Trump administration's deadly mishandling of the coronavirus pandemic — and what she would do differently were she in charge. Power also discusses how the Obama administration responded to the ebola epidemic in 2014, the growing power of tech leaders like Bill Gates, and what Mark Zuckerberg can learn about disinformation from Taiwan. Plus: What the Obama administration got wrong about Big Tech and election security, and the other key international issues the US should focus on now. Featuring: Samantha Power (@samanthajpower), former US ambassador to the United Nations 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 Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! 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

22 Kesä 20201h 6min

Recode Decode: Barry Lyga and Morgan Baden

Recode Decode: Barry Lyga and Morgan Baden

The Hive authors Barry Lyga and Morgan Baden talk with Recode's Kara Swisher about how they came to write a young adult book about a social media dystopia, based on a cinematic idea from actor Jennifer Beals and producer Tom Jacobson. The 2019 book is set "five minutes in the future," where social media participation is mandated by the government for everyone over 13, which introduces some familiar social issues: The pressure to be perfect when everything is public, and the risk of mob justice when you step out of line. Lyga and Baden also explain what works in YA literature now, their mixed feelings about the power of social media and "cancel culture," and how they would attempt to fix platforms like Twitter and Instagram. Featuring: Barry Lyga (@barrylyga) and Morgan Baden (@MorganBaden), co-authors, The Hive 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 Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! 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

19 Kesä 202048min

Recode Decode: Symone Sanders

Recode Decode: Symone Sanders

Symone Sanders, a senior advisor to Joe Biden and former national press secretary for Bernie Sanders, talks with Recode's Kara Swisher about the 2020 campaign and her new memoir, No, You Shut Up: Speaking Truth to Power and Reclaiming America. Sanders reflects on her own political journey and explains why she's eager to support Biden this year — and why people who try to cast doubt on her career choices are "infuriating." Plus: What the Biden campaign wants from Facebook, and what advice does she have for protesters? Featuring: Symone Sanders (@SymoneDSanders), senior advisor, Joe Biden 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 Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! 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

17 Kesä 202049min

Recode Decode: Jason Fried

Recode Decode: Jason Fried

Basecamp CEO Jason Fried talks with Recode's Kara Swisher about the company's new email product, Hey, which he describes as "the most ambitious and stupidest thing we’ve ever done." Fried also discusses how coronavirus proved that offices are not as important as other companies used to say, why Zoom calls "suck," and why Basecamp is charging $99/year for a personal Hey account, Plus: Why Uber is a "shitty business," why Fried doesn't want any public CEO's job, and the state of tech regulation. Featuring: Jason Fried (@jasonfried), CEO, Basecamp 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 Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! 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

15 Kesä 202057min

Recode Decode: Katie Couric

Recode Decode: Katie Couric

Katie Couric, the former host of the Today Show and anchor of the CBS Evening News, talks with Recode's Kara Swisher about why the current moment of political protest feels unlike anything that came before; the fine line between objectivity and advocacy in journalism; and her upcoming memoir, Unexpected. Couric also discusses the battle over Confederate history and art in the south, America's divided news diet, and what she thought of the Apple TV+ series The Morning Show. Plus: Her famous interview with Sarah Palin in 2008, and what she would ask Donald Trump if he sat with her for a 1:1 interview. Featuring: Katie Couric (@katiecouric), host, Next Question with Katie Couric 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 Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! 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

12 Kesä 20201h 1min

Recode Decode: Jill Lepore

Recode Decode: Jill Lepore

American historian and New Yorker staff writer Jill Lepore talks with Recode's Kara Swisher about her new podcast, The Last Archive, which investigates "who killed truth?" in the style of a true-crime show. Lepore discusses why the protests against systemic police violence represent America "at our very best," but explains why the two main competing theories of American history are both wrong — and how it should be taught and studied instead. She also talks about the history of technologies, from photography to social media, that have been the subject of a political "fantasy" and previews her upcoming book about Simulmatics, "the Cambridge Analytica of the Cold War." Plus: What would Lepore do if she were a historian in the future trying to understand 2020? Featuring: Jill Lepore, professor of American history at Harvard University and host, The Last Archive 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 Land of the Giants, Jason Del Rey chronicled the rise of Amazon. Season 2 will focus on Netflix and is coming soon! 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

10 Kesä 202057min

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