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

Episoder(888)

Recode Decode: 'Iron Man' director Jon Favreau

Recode Decode: 'Iron Man' director Jon Favreau

Jon Favreau, the actor and director known for films such as "Swingers," "Iron Man" and "The Jungle Book," talks with Recode's Kara Swisher about his new efforts in virtual reality, starting with the interactive short film "Gnomes & Goblins." Favreau says that VR is a powerful artists' tool, but advances in digital filmmaking won't replace actors, or the need for fundamental storytelling skills. He hopes to use virtual reality to create powerful connections between the viewer and virtual characters, and explains how other tech trends like Netflix have changed Hollywood forever. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Okt 201649min

Recode Decode: 'The Late Late Show' host James Corden

Recode Decode: 'The Late Late Show' host James Corden

James Corden, host of "The Late Late Show" on CBS and viral video star, talks with Recode's Kara Swisher about redesigning a talk show for the YouTube generation, built around segments like "Carpool Karaoke." Corden has a complicated relationship with technology, and worries that the internet's appearance of freedom of choice is making us all more narrow-minded. He also chats about encounters with drones and social media bullies and why he thinks the technology industry is misleading the public by using the term "the cloud." Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Okt 20161h 1min

 Recode Decode: Aileen Lee, managing partner, Cowboy Ventures

Recode Decode: Aileen Lee, managing partner, Cowboy Ventures

Cowboy Ventures founder and managing partner Aileen Lee, previously a partner at Kleiner Perkins Caufield & Byers, talks with Recode's Kara Swisher about being one of the few female venture capitalists in Silicon Valley. After leaving Kleiner Perkins in 2012, Lee set out to amass data about the small percentage of startups that become breakout success stories, and she coined the term "unicorn" to describe the small fraction that would be valued at more than $1 billion. She says entrepreneurs today have to be tougher now that investors' fervor has cooled off, and says those investors will have to change, too, by becoming more diverse. Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Okt 201651min

 Recode Decode: Bradley Tusk, CEO, Tusk Holdings

Recode Decode: Bradley Tusk, CEO, Tusk Holdings

Tusk Holdings CEO Bradley Tusk talks with Recode's Kara Swisher about his unique political consulting firm Tusk Ventures, which trades equity in companies like Uber, FanDuel and DraftKings for regulatory guidance. Tusk previously worked for former New York City mayor Michael Bloomberg, and explains in detail how Uber undermined the city's current mayor, Bill de Blasio, with a series of blistering attacks last year. He also talks about the tech challenges facing America's next president, including autonomous driving, drone regulation and how sharing-economy workers are classified. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Sep 201655min

Recode Decode: Margrethe Vestager, Commissioner for Competition, European Commission

Recode Decode: Margrethe Vestager, Commissioner for Competition, European Commission

In this special bonus episode, Margrethe Vestager, Europe's Commissioner for Competition, talks with Recode's Kara Swisher about the high-profile cases she has brought against Apple and Google for alleged unfair tax breaks and antitrust violations, respectively. Vestager says "there is a limit to everything," including the assistance successful companies should get from the government, and their access to consumers' data. She rejects President Obama's past allegation of European regulators singling out American companies, and explains why Silicon Valley should be put under the microscope. Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Sep 201642min

 Recode Decode: John Hanke, CEO, Niantic

Recode Decode: John Hanke, CEO, Niantic

Niantic CEO John Hanke talks with Recode's Kara Swisher and Ina Fried about the company's hit mobile game Pokémon Go and what happens now that the initial hype around it has "stabilized." Future updates to the game will include new types of Pokémon, trading with other players and possibly battling with your friends. Hanke also reflects on his first company Keyhole, which was bought by Google and became Google Earth, and why augmented reality is a more important technology than virtual reality. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Sep 201655min

 Recode Decode: Benchmark partner Bill Gurley

Recode Decode: Benchmark partner Bill Gurley

Benchmark general partner Bill Gurley talks with Recode's Kara Swisher about life as a venture capitalist and why he's still worried about a bubble, a topic he has written about extensively. Great entrepreneurs could raise money at any time, Gurley argues, but when funding is easy to come by, it invites in entitled and less talented startup founders, as well as unwanted government regulation. He also discusses sitting on the board of Uber, challenges faced by its CEO, Travis Kalanick, and why the ridesharing company is unlikely to go public "any time in the near future." Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Sep 201658min

 Recode Decode: Stacy Brown-Philpot, CEO, TaskRabbit

Recode Decode: Stacy Brown-Philpot, CEO, TaskRabbit

TaskRabbit CEO Stacy Brown-Philpot chats with Recode's Kara Swisher about how her company and others are changing the definition of work. During her previous stint as TaskRabbit's COO, Brown-Philpot oversaw a major shift in how the company defines itself and made its service far more reliable, at the cost of a yearlong restructuring and employee layoffs. She discusses what's next for the sharing economy and why consolidation may be ahead. Brown-Philpot also talks about being one of the few black female CEOs in tech, and what can be done at all levels of a company to improve the diversity conversation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Sep 201656min

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