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: Ezra Klein

Recode Decode: Ezra Klein

Vox.com co-founder Ezra Klein talks with Recode's Kara Swisher about his new book, Why We're Polarized, the rise of systemic "zero sum" party politics, and how Klein himself has been polarizing in the Trump era. Klein and Swisher also discuss the racial, religious, and urban/rural splits between Democrats and Republicans, the (good and bad) impact of social media on the public discourse, and the one thing regular people can do to combat polarization in their own lives. Plus: Why "Congress should stop being such a bunch of wimps." Featuring: Ezra Klein (@EzraKlein), host of The Ezra Klein Show and author, Why We're Polarized Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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 Tammi 20201h 9min

Recode Decode: Annalee Newitz

Recode Decode: Annalee Newitz

Sci-fi novelist and science journalist Annalee Newitz talks with Recode's Kara Swisher about their new book, The Future of Another Timeline. Newitz, who was previously a founding editor of io9 and the editor in chief of Gizmodo, talks about their winding route to becoming a writer, by way of monster movies; how their first book Autonomous addresses AI, software patents, and the pharma industry; and how they worked out the mechanics and limitations of time travel and "editing" history for their latest book. Plus: How does technology affect our memory of history, and what will happen to all our digital communications once we're gone? Featuring: Annalee Newitz (@Annaleen), author, The Future of Another Timeline Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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 Tammi 202050min

Recode Decode: Numa Perrier and Tiffany Tenille

Recode Decode: Numa Perrier and Tiffany Tenille

Numa Perrier and Tiffany Tenille, the director and star of the new Netflix film Jezebel, talk with Recode's Kara Swisher about Perrier's real-life experience as an online sex worker in the 1990s and turning that into a movie. They also discuss how the rise of digital filmmaking has opened doors for directors of color like Perrier, how Tenille educated herself about life on the early internet, and how state and local regulators wrestled with the rise of digital peep shows. Plus: How the internet changed the relationship between sex workers and their clients, and what creators and Hollywood should do to encourage more diversity. Featuring: Numa Perrier (@missnuma), writer/director/costar, Jezebel Tiffany Tenille (@Tiffany_Tenille), star, Jezebel Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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 Tammi 202058min

Recode Decode: The L Word

Recode Decode: The L Word

The L Word creator Ilene Chaiken and actors Jennifer Beals, Kate Moennig, and Leisha Hailey talk with Recode's Kara Swisher about their decision to reunite for a new series called The L Word: Generation Q, 10 years after the original show ended. They discuss how the first "L Word" got started, why the first new season is only 8 episodes long, and their hopes for a series of live events for fans of the show, called L Con. Plus: How do they all feel about the rise of tech money in Hollywood over the past decade? Featuring: Ilene Chaiken (@ilenechaiken), creator, The L Word Jennifer Beals (@jenniferbeals), actor, The L Word: Generation Q (Bette Porter) Kate Moennig (@katemoennig), actor, The L Word: Generation Q (Shane McCutcheon) Leisha Hailey (@Leisha_Hailey), actor, The L Word: Generation Q (Alice Pieszecki) Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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 Tammi 20201h 6min

Recode Decode: Kirsten Green

Recode Decode: Kirsten Green

Forerunner Ventures founder and managing partner Kirsten Green talks with Recode's Kara Swisher about the thinking behind her investments in companies like Dollar Shave Club and Glossier; the messy culture struggle at luggage startup Away; and where innovation comes from in today's tech industry. Plus: What are the advantages of being a female venture capitalist, and does the VC industry have to change? Featuring: Kirsten Green (@kirstenagreen), founding partner, Forerunner Ventures Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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

20 Tammi 20201h 8min

Recode Decode: Ben Silbermann

Recode Decode: Ben Silbermann

Pinterest CEO Ben Silbermann talks with Recode's Kara Swisher about deliberately engineering happiness into the site, expanding into commerce, and competing with larger social and commerce tech companies. This interview was recorded in front of a live audience at the National Retail Federation's annual conference, the Big Show, in New York City. Featuring: Ben Silbermann (@8en), CEO, Pinterest Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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 Tammi 202032min

Recode Decode: Jeanette Winterson

Recode Decode: Jeanette Winterson

Writer Jeanette Winterson talks with Recode’s Kara Swisher about her latest book, Frankissstein: A Love Story. Winterson discusses the intertwined histories of LGBT+ people, science fiction literature and technology; how she decided to write a modern twist on Mary Shelley's Frankenstein with a technological bent; and how Shelley foresaw the intersection of bodies and machines. Plus: Is tech becoming the real monster in modern life? And who is the Victor Frankenstein of this era? Featuring: Jeanette Winterson (@Wintersonworld), author, Frankissstein: A Love Story Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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 Tammi 20201h 2min

Recode Decode: Jason DeParle

Recode Decode: Jason DeParle

New York Times reporter Jason DeParle talks with Recode's Kara Swisher about his most recent book, A Good Provider Is One Who Leaves: One Family and Migration in the 21st Century. The book draws from several decades of reporting, which began when DeParle embedded himself in a shantytown with a poor family in the Philippines for eight months in the 1990s. DeParle also talks about how poverty in the US has evolved throughout his journalism career, the impact of immigration on economic inequality and vice versa, and the way political priorities shift around different generations of migrants. Plus: How will telling immigrants they're not welcome in America affect the economy and the tech industry? Featuring: Jason DeParle (@JasonDeParle), author, A Good Provider Is One Who Leaves Host: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. 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 Tammi 202051min

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