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: Sarah Frier

Recode Decode: Sarah Frier

Bloomberg technology reporter Sarah Frier talks with Recode's Kara Swisher about her new book, No Filter: The Inside Story of Instagram. Frier discusses how co-founders Mike Systrom and Danny Krieger met, why they sold Instagram to Facebook and not Twitter, and why Systrom and Krieger left in 2018. She also talks about how they and Facebook CEO Mark Zuckerberg clashed over growth and power, how Instagram changes us psychologically, and the looming "reckoning" it faces as TikTok becomes more popular. Plus: How do current and former Instagram employees feel about the company's shift towards becoming a commerce platform? Featuring: Sarah Frier (@sarahfrier), author, No Filter: The Inside Story of Instagram 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

13 Huhti 202054min

Recode Decode: Adam Grant

Recode Decode: Adam Grant

Organizational psychologist Adam Grant, the author of "Originals" and host of the podcast "WorkLife," talks with Recode's Kara Swisher about the benefits of working from home, and how work will change during the COVID-19 quarantine — and after. Grant also discusses burnout, loneliness, collaboration, procrastination, and why employees don’t need to be micromanaged. Plus: Has online communication made us worse at trusting each other? Featuring: Adam Grant (@AdamMGrant), host of WorkLife and professor at University of Pennsylvania Wharton School 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 Huhti 202057min

Recode Decode: Niall Ferguson

Recode Decode: Niall Ferguson

Historian Niall Ferguson, the author of bestselling books such as The Ascent of Money and The Square and the Tower, talks with Recode's Kara Swisher about his new PBS series, Networld, which explores the history and science of networks. He discusses why it's important to understand networks, and how they can become the sources of revolutions; the economic implications of misinformation about coronavirus, which has been exacerbated by lax tech regulation; and why it's dangerous to invite Silicon Valley to track private individuals even more closely. "We actually are a form of China already," Ferguson says. "It’s just that the data are in the hands of Mark Zuckerberg and his counterparts at Google." Plus: How the US is doing the worst combination of things in response to coronavirus: "Half-assed social distancing" while still shutting down the economy. Featuring: Niall Ferguson (@nfergus), host, Networld, and author, The Square and the Tower 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

8 Huhti 202056min

Recode Decode: Kevin Systrom

Recode Decode: Kevin Systrom

Instagram co-founder and former CEO Kevin Systrom talks with Recode's Kara Swisher about the data analysis he has conducted and publicized about the global spread of coronavirus, and what it tells us the future looks like. He says he applied the same data-minded approach to the virus that he did while at Instagram because "data is data," and says the rapid word of mouth spread of "viral" technology can help us understand what happens when communities and governments don't act to prevent an outbreak. Systrom also talks about people's natural inclination to doubt data, and says the numbers suggest that new cases of covid-19 will peak in mid-May. Plus: Why he hopes his data model is wrong, and what he's been doing since he and fellow Instagram co-founder Mike Krieger left Facebook in 2018. Featuring: Kevin Systrom (@kevin), Instagram co-founder and former CEO 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

6 Huhti 202052min

Recode Decode: David Plouffe

Recode Decode: David Plouffe

Former Obama advisor David Plouffe — who since leaving the White House has worked with Uber, the Chan-Zuckerberg Initiative, and Acronym — talks with Recode's Kara Swisher about his new book, A Citizen's Guide to Beating Donald Trump. He talks about how the coronavirus pandemic affects the 2020 election and popular perception of Trump and Joe Biden; the disastrous Iowa caucus how Democrats can get better at technology; and what regular people can do now if they want Trump to lose in November, including engaging relatives in political arguments on Facebook. Plouffe also discusses who Biden should pick as his VP nominee, how he thinks about Facebook in the aftermath of the 2016 election, and why we need every state to embrace vote-by-mail this year, and online voting in future years. Plus: What he likes and doesn't like about the Silicon Valley mentality. Featuring: David Plouffe (@davidplouffe), author, A Citizen's Guide to Beating Donald Trump 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

3 Huhti 20201h 1min

Recode Decode: Stewart Butterfield

Recode Decode: Stewart Butterfield

Slack CEO Stewart Butterfield talks with Recode's Kara Swisher about how coronavirus changed everything for Slack and its customers, the sudden transition to "work from home" across the country, and how the company is handling a surge in usage at the same time that other plans and resources are being constrained. Butterfield also discusses Slack's recent redesign, how communication inside organizations has evolved over the years, and the state of innovation in Silicon Valley and the US as a whole. Plus: What would he do if he weren't running Slack? Featuring: Stewart Butterfield (@stewart), CEO, Slack 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

1 Huhti 202058min

Recode Decode: Gary Vaynerchuk

Recode Decode: Gary Vaynerchuk

VaynerMedia CEO Gary Vaynerchuk talks with Recode's Kara Swisher about the impact of covid-19 on entrepreneurship, why he stopped investing in tech companies two years ago, and how the pandemic could have a silver lining — separating the winners from the losers. Vaynerchuk also talks about why tech and Fortune 500 businesses will have an easier time weathering the crisis than restaurants and other small businesses; his own rise to fame as a "web 2.0" entrepreneur and how he's changing his own M.O. in response to coronavirus; and what people get wrong when they assume he's just a "loud Jersey boy" dealing advice on Instagram. Plus: Why TikTok and LinkedIn are the most important platforms for organic promotion right now, and why Facebook and Fox News aren't as dangerous as their critics claim. Featuring: Gary Vaynerchuk (@garyvee), CEO, VaynerMedia 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

30 Maalis 20201h 10min

Recode Decode: Deepak Chopra

Recode Decode: Deepak Chopra

Dr. Deepak Chopra talks with Recode's Kara Swisher about how to cope with the global threat posed by coronavirus, the parallel "pandemic of panic," and how to not be overwhelmed by fear and anxiety. Comparing it to past pandemics and wars, he says the covid-19 outbreak is an invitation to stop denying our shared humanity and finally recognize our power to use our creativity to save ourselves. Chopra also discusses his AI project Digital Deepak, what a selfie can tell you about your stress level, and how he's been received in Silicon Valley. Plus: The insane narcissism of biohackers who are trying to "cure" death, and the potential of mind-altering substances like CBD. Featuring: Deepak Chopra (@deepakchopra), author, Metahuman 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

27 Maalis 20201h

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