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: Stephanie Ruhle

Recode Decode: Stephanie Ruhle

MSNBC anchor Stephanie Ruhle talks with Recode's Kara Swisher about her new podcast Modern Ruhles, the Trump voters who get overlooked by the media, and why Wall Streeters afraid of Elizabeth Warren should "look in the goddamn mirror." Ruhle also discusses her unusual path to working in the media, by way of Credit Suisse; the importance of the question "Are you better off in 2020 than you were in 2016?"; and the soul-searching at NBC News in the aftermath of Ronan Farrow's book Catch and Kill. Plus: What people get wrong about Facebook's responsibility to the world, and why it should be regulated as a publisher. Featuring: Stephanie Ruhle (@SRuhle), MSNBC anchor and host of Modern Ruhles Hosts: 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

6 Marras 201954min

Recode Decode: The Google walkout organizers, one year later

Recode Decode: The Google walkout organizers, one year later

In this special episode of Recode Decode, Kara Swisher checks in with some of the organizers of the Google walkout, who came on her show in November 2018 after leading a 20,000-worker protest. Later in the show, Kara's executive producer Erica Anderson (herself one of the organizers who has since left Google) talks with some of the people who were inspired by the 2018 walkouts to continue fighting for the workers of Google and other tech companies. Featuring: Stephanie Parker (@sparker2), policy specialist at Google and co-organizer of 2018 Google walkout Meredith Whittaker (@mer__edith), co-director of AI Now Institute and co-organizer of 2018 Google walkout Claire Stapleton, co-organizer of 2018 Google walkout Nicole Moore, part-time Lyft driver and organizing committee member of Rideshare Drivers United Ben Gwin, contractor at HCL working on Google Shopping, union leader Shirin Ghaffary (@shiringhaffary), Recode reporter Hosts: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large Erica Anderson (@EricaAmerica), executive producer of Recode Decode and co-organizer of 2018 Google walkout More to explore: Subscribe for free to Reset, Recode's new podcast that explores why — and how — tech is changing everything. If you haven't already, make sure to listen to Kara's original podcast with the walkout organizers from November 2018. 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 Marras 201957min

Recode Decode: Edward Snowden

Recode Decode: Edward Snowden

NSA whistleblower Edward Snowden talks with Recode's Kara Swisher about why he leaked highly classified information in 2013, why that doesn't make him a "traitor," and his new book, Permanent Record. Snowden also talks about how his youthful love of the US government and the early internet turned into skepticism; how his life has changed since going to Moscow; and why he believes Facebook is as untrustworthy as the NSA. Plus: Why people who say they have "nothing to hide" are missing the point about invasions of privacy. Featuring: Edward Snowden (@Snowden), author of Permanent Record and president of Freedom of the Press Foundation (@FreedomofPress) Hosts: 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

1 Marras 20191h 45min

Recode Decode: Ben Horowitz

Recode Decode: Ben Horowitz

Andreessen Horowitz co-founder Ben Horowitz talks with Recode's Kara Swisher about the state of venture capital, diversity in tech, and his new book, What You Do Is Who You Are: How to Create Your Business Culture. Horowitz also discusses the impact of SoftBank's $100 billion Vision Fund on Silicon Valley, why he wouldn't invest in a social or mobile startup today, and what former CEO Travis Kalanick got right — and very wrong — with Uber’s culture. Plus: Why "break" was the exact right word for Facebook to use in its "move fast and break things" era. Featuring: Ben Horowitz (@bhorowitz), co-founder of Andreessen Horowitz (@a16z) and author of What You Do Is Who You Are: How to Create Your Business Culture. Hosts: 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

30 Loka 20191h 1min

Recode Decode: Bill Kristol

Recode Decode: Bill Kristol

Conservative analyst Bill Kristol talks with Recode's Kara Swisher about the impeachment effort against President Trump, how politics has entered a "crisis of truth" in the era of Fox News and social media, and the steps that should be taken pre-emptively to ensure that the 2020 elections are free and fair. Kristol also predicts that Trump could be "impeached by Thanksgiving," and explains why he doesn't think "Trumpism" goes away even if its namesake does, outlining one scenario for future elections that would be even worse for American political stability than today's circumstances. Plus: Why we should be talking more about China's technological prowess and why Kristol would "prefer if the Republican Party could be saved, but I'm not sure it can be." Featuring: Bill Kristol (@billkristol), director of Defending Democracy Together and host of Conversations with Bill Kristol Hosts: 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

28 Loka 20191h 5min

Recode Decode: Gary Cohn

Recode Decode: Gary Cohn

Gary Cohn, the former Director of the National Economic Council and former chief economic adviser to President Trump, talks with Recode's Kara Swisher about what he's done since leaving the Trump administration, including a "significant" investment and advisory position he's taken up in a mobile security company called Hoyos Integrity. Cohn explains how Hoyos is developing a more secure phone for people who deal in confidential information, such as government workers; how it's trying to advance digital wallets as an alternative to credit cards in the US; and the political backlash to Facebook's Libra cryptocurrency. Cohn, who's also the former president and chief operating officer of Goldman Sachs, also talks about the powerful tech companies that went public during his tenure there, how private investors are over-valuing companies like WeWork before they are profitable, and why he doesn't think a recession is coming. Plus: How he feels about the way his former boss Trump uses Twitter. Featuring: Gary Cohn, investor and adviser to Hoyos Integrity (@HOYOSINTEGRITY) Hosts: 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

25 Loka 20191h 12min

Recode Decode: Politics and tech onstage

Recode Decode: Politics and tech onstage

Recode's Kara Swisher talks to the creators of two new plays that intersect with tech issues: Heidi Schreck, the former star and playwright of What the Constitution Means to Me, and the writer and director of Right to Be Forgotten — Sharyn Rothstein and Seema Sueko. Schreck took the name of her play from a series of debate competitions she competed in as a teenager, but has developed a more complicated appreciation for the Constitution as an adult, and discusses how its flaws connect to her own life story. Later in the show, Rothstein and Sueko talk about the thorny political question of how permanent our communications online should be, and whether people have a "right to be forgiven" for past misdeeds. Featuring: Heidi Schreck (@heidibschreck), writer and former actor, What the Constitution Means to Me Sharyn Rothstein, writer, Right to Be Forgotten Seema Sueko (@Seemasue), director, Right to Be Forgotten Hosts: 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

23 Loka 201958min

Recode Decode: Ronan Farrow

Recode Decode: Ronan Farrow

Pulitzer Prize-winning journalist Ronan Farrow talks with Recode’s Kara Swisher about his new book, Catch and Kill: Lies, Spies, and a Conspiracy to Protect Predators, which details the extreme lengths men like Harvey Weinstein have gone to escape accountability for sexual abuse. He discusses why other journalists before him couldn’t nail the Weinstein story, and how the powerful Hollywood producer tapped into a network of shady allies in his attempt to suppress it — including some of Farrow's former bosses at NBC News. He also talks about how the public and the press mistreated women like Rose McGowan, his recent story about the MIT-Jeffrey Epstein cover-up, and why the book is ultimately optimistic about the future. Plus: Will Catch and Kill be a movie? Featuring: Ronan Farrow, author, Catch and Kill: Lies, Spies, and a Conspiracy to Protect Predators Hosts: 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. Listen to Kara's last interview with Farrow (about his previous book, War on Peace), former MIT Media Lab director Joi Ito (recorded before Farrow's New Yorker story that led to Ito's resignation), and She Said authors Jodi Kantor and Megan Twohey. 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 Loka 20191h

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