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: Casey Newton and Louie Swisher

Recode Decode: Casey Newton and Louie Swisher

Recode's Kara Swisher talks with her older son, Louie Swisher, and the Silicon Valley editor of the Verge, Casey Newton. Thank you to all of our listeners for 300 episodes. Here's to 300 more! In this episode: (01:27) The mess at Facebook and blaming Sheryl Sandberg; (06:01) Why Louie is cutting back on Snapchat and why Instagram is a “museum”; (08:38) The return of the group chat and the future of Instagram; (16:42) New social networks and Vine 2.0; (21:52) TikTok, teens and Facebook’s Lasso; (25:04) The integrity of memes and Reddit; (28:29) Gab, Donald Trump and becoming desensitized to nastiness; (35:17) Twitter, Snap Maps and privacy; (42:18) What tech hardware do Louie and Casey rely on?; (47:52) “Spider-Man,” “Assassin’s Creed: Odyssey” and “Red Dead Redemption 2”; (51:21) The PS4 Pro and "Wii Sports Resort" (53:15) Kara reads quotes about death; (56:26) Predictions for 2019 in tech Subscribe to Recode Media with Peter Kafka Apple Podcasts | Google Podcasts | Spotify | Stitcher | Overcast | Pocket Casts Subscribe to Pivot with Kara Swisher and Scott Galloway Apple Podcasts | Google Podcasts | Spotify | Stitcher | Overcast | Pocket Casts Read The Interface by Casey Newton theverge.com/interface Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Joulu 20181h

Recode Decode: Silicon Valley loves to break the rules. Is that a good thing?

Recode Decode: Silicon Valley loves to break the rules. Is that a good thing?

University of Maryland professor and cultural psychologist Michele Gelfand talks with Recode's Kara Swisher about her new book, "Rule Makers, Rule Breakers: How Tight and Loose Cultures Wire Our Minds." In this episode: (01:14) How Gelfand became a cultural psychologist; (03:12) Why some countries have more rules than others; (08:35) Are techies rule breakers?; (13:28) What changes as successful companies get bigger?; (18:38) Why didn't anyone think about the psychological impact of the internet?; (23:18) Is there really a "Goldilocks" solution to rule culture?; (28:39) Are we entering an era of rule making?; (32:03) Can people find common ground on the internet?; (34:46) What should tech leaders be thinking about?; (39:53) What they should do now Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Marras 201845min

Recode Decode: How disinformation poisoned a ‘Facebook nation’

Recode Decode: How disinformation poisoned a ‘Facebook nation’

Rappler co-founder Maria Ressa talks with Recode's Kara Swisher about doing investigative journalism in the Philippines, where social media has emboldened an autocratic president. In this episode: (01:20) Ressa's background and the People Power Movement; (05:49) How she became a TV journalist on CNN and ABS-CBN; (10:35) Leaving ABS-CBN for the internet; (15:18) Starting Rappler; (25:54) "The Philippines is the cautionary tale for the United States"; (30:55) Bots and Facebook's non-response; (42:36) The lawsuits against Rappler; (48:37) What Ressa wants Facebook to do; (50:42) Why she's going back to the Philippines Notes from our sponsors:LEGO: In today's show you heard advertising content from The LEGO Store. With LEGO, every gift has a story. Start your story today at https://LEGO.build/Recode-Ship Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Marras 20181h

Recode Decode: Undocumented immigrants are people, not political props

Recode Decode: Undocumented immigrants are people, not political props

Pulitzer Prize-winning journalist Jose Antonio Vargas talks with Recode's Kara Swisher about his book, "Dear America: Notes of an Undocumented Citizen," and how the shift the cultural conversation about immigration. In this episode: (01:34) Vargas' background and why he became a journalist; (06:54) How he became an undocumented immigrant; (16:38) Class differences and telling the truth; (22:19) Did Vargas have any other options?; (27:09) Legality, politics and power; (32:42) Coming out as undocumented; (38:16) Storytelling and humanizing immigrants; (42:53) How social media factors in; (45:58) How Vargas defines "citizen"; (50:01) What he will do next Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Marras 20181h 1min

Recode Decode: After 20,000 workers walked out, Google said it got the message. The workers disagree.

Recode Decode: After 20,000 workers walked out, Google said it got the message. The workers disagree.

Six of the organizers of the Nov. 1 Google walkouts — Erica Anderson, Claire Stapleton, Meredith Whittaker, Stephanie Parker, Cecelia O'Neil-Hart and Amr Gaber — talk with Recode's Kara Swisher about how the worldwide protests came together and why Google's response has been inadequate. In this episode: (02:20) How the protests started; (07:13) The divide between tech rhetoric and tech reality; (10:24) How the organizers formulated their demands; (14:05) The rights of contractors at Google; (22:04) Why Googlers were ready to walk out; (29:31) Google's response and the organizers' reactions; (42:13) The post-walkout town hall meeting; (46:50) The privileges of being a tech worker; (50:25) What needs to happen next; (1:02:41) Are the walkout organizers hopeful? Fan of the show? It helps to leave a rating and review on Apple Podcasts. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Marras 20181h 7min

Recode Decode: Salesforce CEO Marc Benioff

Recode Decode: Salesforce CEO Marc Benioff

Salesforce CEO Marc Benioff talks with Recode's Kara Swisher on the latest episode of her MSNBC TV show, "Revolution." Fan of the show? It helps to leave a rating and review on Apple Podcasts. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Marras 201830min

Recode Decode: Should the First Amendment apply to Facebook?

Recode Decode: Should the First Amendment apply to Facebook?

Jameel Jaffer, the executive director of Columbia University's Knight First Amendment Institute, talks with Recode's Kara Swisher about free speech and censorship on platforms like Facebook and Twitter. Fan of the show? It helps to leave a rating and review on Apple Podcasts. Notes from our sponsors:LEGO: In today's show, you heard advertising content from The LEGO Store. With LEGO, every gift has a story. Start your story today at LEGO.build/Recode Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Marras 201850min

Recode Decode: Milk Bar CEO Christina Tosi

Recode Decode: Milk Bar CEO Christina Tosi

If you like Recode Decode, we think you'll also like Start to Sale. Here's the show's first episode: Christina Tosi is a superstar pastry chef, and she's also built one of the most iconic American pastry brands of this generation, Milk Bar. She talked to Erin and Natasha about her Series A round, learning how to be a great manager and staying true to her vision while achieving growth. Listen and subscribe to Start to Sale by Eater on Google Podcasts, Spotify, Stitcher, Overcast, Pocket Casts or RadioPublic. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Marras 201851min

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