The company at the heart of the AI bubble

This is Jake Kastrenakes, executive editor at The Verge. I’m filling in for Nilay here while he settles back into full-time hosting duties. We’ve got a very good episode for you today. My guest is Verge transportation editor Andy Hawkins, and we’re talking about the federal EV tax credit.  The tax credit expired at the end of September, and there are a lot of questions about what happens to the auto industry after its demise. This is a really hard, complicated set of problems, with a lot of moving parts, so I was really excited to have Andy on the show to break down all of these components and give us a clearer picture about what’s coming next.  Links:  The EV tax credit is dead — here’s what happens next | The Verge GM takes a $1.6 billion hit on EVs | The Verge Ford CEO Jim Farley on China, tariffs, and affordable EV | The Verge Ford lost $5 billion on EVs in 2024, teases new models | The Verge EV makers fill tax-credit void with costly discounts | Automotive News So much for Ford and GM’s scheme to extend the EV tax credit | The Verge Stellantis replaces EV tax credit with its own discount | Automotive News Tesla sales picking up thanks to expiring tax credit | The Verge California Reverses Pledge To Revive EV Tax Credit | SF Chronicle Global EV sales growth slows to 15% in August, research firm says | Reuters 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. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Okt 39min

If you're a paid subscriber to the Verge, there's great news: you can now listen to Decoder, Version History, and The Vergecast completely ad-free. Just head to your Account Settings page to opt-in and start listening without ads. Not a member of The Verge yet? No worries! You can sign up at theverge.com/subscribe to get ad-free podcasts, plus other perks like exclusive newsletters and unlimited access to everything we publish. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Okt 22s

This is Hayden Field, senior AI reporter at The Verge and your Thursday episode guest host. It’s been a very big news week in AI, and a lot of it had to do with OpenAI, its DevDay in San Francisco this week, and the viral explosion of AI-generated video thanks to the company’s new Sora app.  So I brought in Kanjun Qiu, CEO of AI startup Imbue and a close watcher of the industry, to break down what’s really happening, why it’s happening, and the societal implications of it all. Links: All of the updates from OpenAI DevDay 2025 | The Verge OpenAI wasn’t expecting Sora’s copyright drama | The Verge I’ve fallen into Sora’s slippery slop | The Verge Sora 2 users are having fun with Sam Altman’s face | The Verge OpenAI will let developers build apps that work inside ChatGPT | The Verge OpenAI wants ChatGPT to be your future operating system | Wired Sora 2 watermark removers flood the web | 404 Media What the arrival of AI-fabricated video means for us | NYT Recruiters use AI to scan résumés — applicants are trying to trick it | NYT Employers are buried in AI-generated résumés | NYT Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. This episode was edited by Xander Adams. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Okt 44min

I’m Joanna Stern, the senior personal tech columnist at The Wall Street Journal, and this is my final Decoder episode filling in for Nilay while he’s out on parental leave. My guest today: Rivian CEO RJ Scaringe. This is RJ’s third time on the show, and it felt like the perfect follow-up to my conversation last week with Ford CEO Jim Farley. I loved the idea of going straight from Ford to Rivian. And if you listened to the Farley episode, this one flows nicely. RJ and I cover a lot of the same challenges: tariffs, China, EV pricing. Of course, I also asked about CarPlay.  Read the full transcript on The Verge. Links:  A pretty fascinating look under the hood of the Rivan R2 | The Verge Rivian CEO says CarPlay isn’t going to happen | The Verge Rivian CEO RJ Scaringe says too many carmakers are copying Tesla | Decoder Rivian CEO RJ Scaringe isn't scared of the Cybertruck | Decoder Rivian breaks ground on $5 billion Georgia plant | AP Rivian narrows 2025 delivery guidance Q3 as production slips | WSJ Rivian R2 remains on track for $45,000 and 2026 production | Car and Driver Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Okt 50min

This is Hayden Field, senior AI reporter at The Verge and your Thursday episode guest host. Today, I’m talking with David Hershey, who leads the applied AI team at Anthropic. I wanted to have David on because earlier this week, Anthropic released a brand-new AI model called Claude Sonnet 4.5 that’s been making waves. So I wanted to sit down with David, who spends a lot of time testing out what modes like Claude Sonnet 4.5 can and can’t do, to ask him where we are on this promise of AI agents, and also what the path forward looks like as agentic technology progresses. Links:  Anthropic releases Claude Sonnet 4.5 in latest bid for AI agents | The Verge ChatGPT’s built-in Buy Now button has arrived | The Verge OpenAI really wants you to start your day with ChatGPT Pulse | The Verge Anthropic’s Claude AI is playing Pokémon | The Verge  AI agents are science fiction not yet ready for primetime | The Verge Agents are the future AI companies promise and need | The Verge  Amazon is betting on agents to win the AI race | Decoder Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Okt 46min

This is Joanna Stern, senior personal technology columnist at The Wall Street Journal. I’m the last Monday guest host filling in for Nilay here on Decoder while he’s out on parental leave with his adorable new son, and I’m very excited to be talking today to Ford CEO Jim Farley. I’m a longtime Decoder listener and my favorite episodes are car episodes. I think car CEOs are currently facing some of the most fascinating and complex challenges in both tech and business. So when I was asked to guest host the show I said, “That’s it, car CEOs.” And Farley was at the top of the list. This was a great conversation that covered a lot of ground. I think you’re going to like it.  Read the full transcript on The Verge. Links: I’ve been driving an EV for a year. I have only one regret. | WSJ Ford reveals breakthrough process for lower priced EVs | The Verge Ford is betting the future on smaller EV batteries | The Verge Ford is doubling down on EVs — the timing is awful | The Verge Ford’s CEO on the essential economy and its untapped potential | Aspen Institute Ford rejigs EV plans after suffering billions in losses | NYT Why Americans can’t buy the world’s best electric car | NYT Ford CEO Jim Farley on building the electric F-150 | Decoder Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Sep 1h 3min

This is Hayden Field, senior AI reporter at The Verge — and your Thursday episode guest host. I have another couple of shows for you while Nilay is out on parental leave, and we’re going to be spending more time diving into some of the unforeseen consequences of the generative AI boom. Today, I’m talking with Heidy Khlaaf, who is chief AI scientist at the AI Now Institute, about the tech industry’s shift toward AI military applications. I wanted to know what’s motivated this shift, and why Heidy thinks leading AI firms are being far too cavalier about deploying generative AI in high-risk scenarios. Links: OpenAI is softening its stance on military use | The Verge OpenAI awarded $200 million US defense contract | The Verge OpenAI is partnering with defense tech company Anduril | The Verge Anthropic launches new Claude service for military and intelligence use | The Verge Anthropic, Palantir, Amazon team up on defense AI | Axios Google scraps promise not to develop AI weapons | The Verge Microsoft employees occupy headquarters in protest of Israel contracts | The Verge Microsoft’s employee protests have reached a boiling point | The Verge Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Sep 42min

Guest host Hank Green talks with his friend Dropout CEO Sam Reich about keeping a business simple, trying to run a company the “right way,” and why the internet should be full of as many weird little projects as possible. Read the full transcript on The Verge. Links:  How CollegeHumor reinvented itself for the new internet age | People CollegeHumor shaped online comedy. What went wrong? [2020] | Wired ‘I believe in this enough to try to do it myself’ [2020] | Digiday Jacob Wysocki needed a minute to process that Game Changer | Vulture Game Changer smartly weaponizes its online following | Mashable Vimeo CEO Philip Moyer is betting on the human touch | Decoder Vimeo to be acquired by Bending Spoons for $1.38B | The Verge Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Sep 1h 6min