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: Aicha Evans and Jesse Levinson

Recode Decode: Aicha Evans and Jesse Levinson

Zoox CEO Aicha Evans and CTO Jesse Levinson talk with Recode's Kara Swisher about their development of a fully autonomous robo-taxi, which will be designed for multiple passengers to share and is planned to hit public roads before the end of 2021. They discuss how Evans was persuaded to come to the self-driving company from Intel after the departure of Levinson's co-founder and the company's original CEO, Tim Kentley-Klay; how Zoox’s car compares to Tesla's "autopilot" feature; and why they intentionally designed it to avoid "the Uber Pool problem." Plus: Is the nearly $1 billion Zoox has raised enough to compete in the rapidly changing auto industry? Featuring: Aicha Evans (@aicha2evans), CEO, Zoox Jesse Levinson, CTO and co-founder, Zoox 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 Maalis 20201h 3min

Recode Decode: Dan Pfeiffer

Recode Decode: Dan Pfeiffer

Pod Save America co-host and former Obama advisor Dan Pfeiffer talks with Recode's Kara Swisher about his new book, Un-Trumping America: A Plan to Make America a Democracy Again, why Bernie Sanders owes a lot to Michael Bloomberg, and why Trump is the new normal for the right wing. In the new book, Pfeiffer explains how Democrats can defeat President Trump at the ballot box in November, but says doing that isn't enough because of what the broader Republican Party has become. Plus: Why the Obama administration didn't act on Big Tech. Featuring: Dan Pfeiffer, co-host of Pod Save America and author, Un-Trumping America: A Plan to Make America a Democracy Again 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

4 Maalis 202049min

Recode Decode: Jason Calacanis

Recode Decode: Jason Calacanis

Inside CEO and This Week in Startups host Jason Calacanis talks with Kara Swisher about the future of Uber after its troubled IPO, why one of the tech giants should buy Tesla, and Jeff Bezos' Achilles heel: His lack of generosity. Calacanis, who was an early investor in Uber, also talks about his objections to the current state of tech journalism and punditry, the end of SoftBank’s “free money party," and why Tim Cook doesn’t have the chutzpah to take Apple into the future. Plus: Why the US should ban TikTok, even if the Chinese-owned mobile app spins off an American-run unit. Featuring: Jason Calacanis (@Jason), CEO and co-founder, Inside 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

2 Maalis 20201h 6min

Recode Decode: Conor Dougherty

Recode Decode: Conor Dougherty

New York Times reporter Conor Dougherty talks with Recode’s Kara Swisher about his new book, Golden Gates: Fighting For Housing in America. He talks about why San Francisco’s housing crisis is the “worst version of something every city has,” the resentment created by tech companies’ buses for their workers, and how the city was painted “gentrification grey.” Dougherty also explains why knowledge workers and service workers have to be next to each other in cities; why making brand-new neighborhoods in old industrial areas doesn’t work; and the defeat of SB50, which would have allowed more housing near public transit in the SF Bay Area. Plus: Why construction needs to become less artisanal, and why President Trump is partly right to allege that California has regulated itself into peril. Featuring: Conor Dougherty (@ConorDougherty), author, Golden Gates: Fighting For Housing in America 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

28 Helmi 20201h 1min

Recode Decode: Jorge Ramos

Recode Decode: Jorge Ramos

Univision anchor Jorge Ramos talks with Recode’s Kara Swisher about how much of the Latino vote President Trump might get in 2020, why Bernie Sanders’ comments about Fidel Castro might cost him dearly in a general election, and why it’s important that journalists practice contrapoder — being on the other side of power. Ramos has publicly clashed with Trump, who published his phone number on Instagram after Ramos sent him a letter during the campaign; he calls for others in the media to stand up to Trump, and says that there are some scenarios where being neutral to all parties is an abrogation of duty. Plus: How should tech giants be regulated, and would that regulation hurt good political discourse? This interview was recorded in front of a live audience at the Knight Media Forum in Miami, Florida. Click here to read a full transcript of the conversation. Featuring: Jorge Ramos (@jorgeramosnews), journalist and anchor, Univision 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

26 Helmi 202059min

Recode Decode: Steven Levy

Recode Decode: Steven Levy

Technology journalist and Wired editor-at-large Steven Levy talks with Recode's Kara Swisher about his latest book, Facebook: The Inside Story, for which he obtained years of direct access to CEO Mark Zuckerberg and COO Sheryl Sandberg. Levy discusses how he got that access, how Zuckerberg has changed (or hasn't) over time, and whether he, Sandberg, and the company at large understand the damage that Facebook has caused. Plus: Why Zuckerberg destroyed his old diaries, how he was influenced by Bill Gates, and what will happen to the company next now that it is under more scrutiny than ever. Featuring: Steven Levy (@StevenLevy), author, Facebook: The Inside Story 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 Helmi 20201h 8min

Recode Decode: Peter Diamandis and Steven Kotler

Recode Decode: Peter Diamandis and Steven Kotler

Authors Peter Diamandis and Steven Kotler talk with Recode's Kara Swisher about their latest book together, The Future Is Faster Than You Think: How Converging Technologies Are Disrupting Business, Industries, and Our Lives. They explain why the future is getting harder to predict and how "exponential technologies" — including robotics, AI, biotechnology, AR/VR, and quantum computing — will change everything from education to old age. Diamandis and Kotler also talk about the importance of having a hopeful vision of the future, in spite of the negative facets of technology, such as addiction and loss of privacy. Plus: Why autonomous cars will "reboot the sex industry." Featuring: Peter Diamandis (@PeterDiamandis), XPRIZE founder and co-author, The Future Is Faster Than You Think Steven Kotler (@steven_kotler), Flow Research Collective executive director and co-author, The Future Is Faster Than You Think 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

21 Helmi 20201h 3min

Recode Decode: Caleb Scharf

Recode Decode: Caleb Scharf

Caleb Scharf, the director of Astrobiology at Columbia University, talks with Recode's Kara Swisher about the under=discussed dangers humans would face in space and the rise of private space exploration, as championed by billionaires such as Elon Musk and Richard Branson. Scharf wrote a piece for Scientific American earlier this year, "Death on Mars." about the hazards of the Martian environment for humans, and explains what we know — and don't know — about how human explorers might be able to survive. Plus: Is space tourism actually a good idea? Featuring: Caleb Scharf (@caleb_scharf), director of astrobiology, Columbia University 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 Helmi 202054min

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