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: Ken Burns

Recode Decode: Ken Burns

Filmmaker Ken Burns talks with Recode's Kara Swisher about his latest documentary series "Country Music," in which he explores the history of the genre, its place in the larger American musical landscape, and the powerful universality of "three chords and the truth." Burns says that unlike rock and jazz, country music is largely a story about powerful women, and also unpacks the ways in which it reflects the intermingling ethnic diversity of the US. He also discusses his online video destination Unum, which lets people curate "mixtapes" of history by drawing connections among Burns' 38 years of docuumentaries, and why he's glad he wasn't one of the first people to make the leap to digital filmmaking. Plus: Burns previews the next seven films he's working on, including the American Revolution, the Great Society, and the Buffalo. Featuring: Ken Burns, director and producer, Country Music, and founder of Unum 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

18 Loka 20191h 5min

Recode Decode: The inside story of the Cambridge Analytica scandal

Recode Decode: The inside story of the Cambridge Analytica scandal

Cambridge Analytica’s former business development director Brittany Kaiser talks with Recode’s Kara Swisher about her new book TARGETED: The Cambridge Analytica Whistleblower's Inside Story of How Big Data, Trump, and Facebook Broke Democracy and How It Can Happen Again. Kaiser talks about how she first observed the dangers of social media while working on Barack Obama's 2008 campaign, why she mistakenly believed Cambridge Analytica was using technology as a force for good, and what happened when she decided to turn on the company and testify about its abuses in the UK Parliament. She also deconstructs Facebook's excuses for the scandal and its slow response, and predicts that 2020 could be "exponentially worse" than 2016 for election interference. Featuring: Brittany Kaiser, author of TARGETED: The Cambridge Analytica Whistleblower's Inside Story of How Big Data, Trump, and Facebook Broke Democracy and How It Can Happen Again. Hosts: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Listen to Kara's interview with the creators of The Great Hack, a Netflix documentary about Cambridge Analytica, including former COO Julian Wheatland. Read Vox's Alissa Wilkinson's review of The Great Hack. 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

16 Loka 20191h 2min

Recode Decode: Rosetta Stone President Matt Hulett

Recode Decode: Rosetta Stone President Matt Hulett

Matt Hulett, the president of education company Rosetta Stone, talks with Recode’s Kara Swisher about the company’s pivot away from language-learning CDs and into a more advanced and “approachable” mobile app. He also talks about his “promiscuous” background in the tech industry; Rosetta Stone’s literacy catch-up program for children, Lexia Learning; and the bigger picture of how language education is changing around the world. Plus: What’s the best way to make learning stick, and will Elon Musk’s Neuralink or some other moonshot technical development make learning languages unnecessary? Featuring: Matt Hulett, president of Rosetta Stone (@matt_hulett / @RosettaStone) Hosts: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Pivot, Kara’s podcast with NYU Professor Scott Galloway that offer sharp, unfiltered insights into the biggest stories in tech, business, and politics. 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

14 Loka 201945min

Recode Decode: OpenDoor CEO Eric Wu / Evite CEO Victor Cho

Recode Decode: OpenDoor CEO Eric Wu / Evite CEO Victor Cho

Recode's Kara Swisher interviews two CEOs in this double-feature episode of Recode Decode: First, she speaks with OpenDoor CEO Eric Wu about how technology is encroaching on the real estate industry, why housing is ripe for disruption, and how OpenDoor is bracing for the next recession. Later in the show, Swisher talks to Evite CEO Victor Cho about how the 21-year-old company is exploring new revenue models, avoiding the "MySpace slide," and what Cho learned from Eastman Kodak's failed turnaround. Featuring: Eric Wu (@ericwu01), CEO of OpenDoor Victor Cho, CEO of Evite Hosts: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Pivot, Kara’s podcast with NYU Professor Scott Galloway that offer sharp, unfiltered insights into the biggest stories in tech, business, and politics. 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

11 Loka 201956min

Recode Decode: "Antisocial" author Andrew Marantz

Recode Decode: "Antisocial" author Andrew Marantz

Andrew Marantz, a staff writer at the New Yorker, talks with Recode's Kara Swisher about his new book, Antisocial: Online Extremists, Techno‑Utopians, and the Hijacking of the American Conversation. He discusses the danger of designing social media platforms around emotional engagement, how people like Mike Cernovich and Milo Yiannopoulos exploited people's belief in a broad political "consensus," and technology's role in advancing hate and extremism online. Marantz also explains what he calls the culture of "big swinging brains" in Silicon Valley, and why banning people from Twitter — including President Trump — isn't a comprehensive solution. Featuring: Andrew Marantz (@andrewmarantz), staff writer at the New Yorker and author of Antisocial. Hosts: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Pivot, Kara’s podcast with NYU Professor Scott Galloway that offer sharp, unfiltered insights into the biggest stories in tech, business, and politics. 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

9 Loka 20191h 5min

Recode Decode: Former HP CEO Carly Fiorina

Recode Decode: Former HP CEO Carly Fiorina

Carly Fiorina, the former CEO of HP who ran for the Republican nomination for president in 2016, talks with Recode's Kara Swisher about campaigning against Donald Trump, her friendship with Apple co-founder Steve Jobs, and the over-concentration of power among a handful of CEOs in the tech industry. Fiorina also talks about her experience as one of the few female tech CEOs of the 1990s, the “lasting damage” President Trump has done to the Republican Party, and why she's impressed by Speaker of the House Nancy Pelosi's handling of the impeachment inquiry. Plus: What did Steve Jobs get right that Mark Zuckerberg has not? Featuring: Carly Fiorina (@CarlyFiorina), author of Find Your Way and host of the leadership podcast By Example Hosts: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Pivot, Kara’s podcast with NYU Professor Scott Galloway that offer sharp, unfiltered insights into the biggest stories in tech, business, and politics. 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 ... But enough about us We are conducting an audience survey to better serve you. It takes no more than five minutes, and it really helps out the show. Please take our survey here: www.voxmedia.com/podsurvey.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Loka 20191h 6min

Recode Decode: FEC Chair Ellen Weintraub

Recode Decode: FEC Chair Ellen Weintraub

Federal Election Commission Chair Ellen Weintraub talks with Recode's Kara Swisher about how the FEC works, how it tries to defend elections from foreign influence, and why the Commission is currently immobilized by a lack of "quorum" — in other words, it doesn't have enough members to launch or conclude any investigations. Weintraub talks about pending legislation to make advertising and campaign contributions more transparent, and explains how the FEC's current paralysis may undermine the cybersecurity of the 2020 presidential campaign. Plus: How she pushed back on President Trump's evidence-free claims about voter fraud in New Hampshire. Featuring: Ellen Weintraub (@EllenLWeintraub), chair of the Federal Election Commission Hosts: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Pivot, Kara’s podcast with NYU Professor Scott Galloway that offer sharp, unfiltered insights into the biggest stories in tech, business, and politics. 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 ... But enough about us We are conducting an audience survey to better serve you. It takes no more than five minutes, and it really helps out the show. Please take our survey here. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Loka 20191h 4min

Recode Decode: Obama's cybersecurity chief Michael Daniel

Recode Decode: Obama's cybersecurity chief Michael Daniel

Barack Obama's former cybersecurity coordinator Michael Daniel, now the CEO of the nonprofit Cyber Threat Alliance, talks with Recode’s Kara Swisher about the state of US cybersecurity heading into the 2020 elections. Daniel says the proposed solutions to election hacking may just cause new problems: "If you can track your vote," he says, "I can track your vote." Featuring: Michael Daniel (@CyAlliancePrez), president and CEO, Cyber Threat Alliance Hosts: Kara Swisher (@karaswisher), Recode co-founder and editor-at-large More to explore: Subscribe for free to Pivot, Kara’s podcast with NYU Professor Scott Galloway that offer sharp, unfiltered insights into the biggest stories in tech, business, and politics. 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 ... But enough about us We are conducting an audience survey to better serve you. It takes no more than five minutes, and it really helps out the show. Please take our survey here. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Loka 20191h 6min

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