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(891)

Recode Decode: CDA 230

Recode Decode: CDA 230

Recode's Kara Swisher convenes a panel of experts to talk about section 230 of the Communications Decency Act: cybersecurity law professor Jeff Kosseff, author of "The Twenty Six Words That Created The Internet"; lawyer Carrie Goldberg, author of "Nobody’s Victim: Fighting Psychos, Stalkers, Pervs, and Trolls"; and the CEO and founder of Techdirt, Mike Masnick. Follow us Kara Swisher (@karaswisher), host Jeff Kosseff (@jkosseff), guest Carrie Goldberg (@cagoldberglaw), guest Mike Masnick (@mmasnick), guest Erica Anderson (@EricaAmerica), executive producer Eric Johnson (@HeyHeyESJ), producer More to explore If you haven't already, subscribe to Recode Decode Subscribe to Recode's other podcasts: Recode Media, Pivot, and Land of the Giants Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Aug 20191h 5min

Recode Decode: "Cult of the Dead Cow" author Joe Menn

Recode Decode: "Cult of the Dead Cow" author Joe Menn

Writer Joe Menn talks with Recode's Kara Swisher about his most recent book, "Cult of the Dead Cow: How the Original Hacking Supergroup Might Just Save the World." In this episode: How Menn started writing about cybercrime; the rise and fall of Napster; his first book about hacking, “Fatal System Error”; the origins of Cult of the Dead Cow; “they’re basically good guys”; its invite-only membership and how it works; how it forced Microsoft to take security seriously; how future presidential candidate Beto O’Rourke got involved; what other CDC alumni are doing today; the state of cybercrime in 2019; the complexity of protecting yourself online; the government’s attempts to undermine encryption; the 2020 election; and what the US should do to protect its citizens. Follow us Kara Swisher (@karaswisher), host Joe Menn (@josephmenn), guest Erica Anderson (@EricaAmerica), executive producer Eric Johnson (@HeyHeyESJ), producer More to explore If you haven't already, subscribe to Recode Decode Subscribe to Recode's other podcasts: Recode Media, Pivot, and Land of the Giants Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Aug 201953min

Recode Decode: Index Ventures' Mike Volpi and Danny Rimer

Recode Decode: Index Ventures' Mike Volpi and Danny Rimer

Mike Volpi and Danny Rimer, the co-founders of the San Francisco office of Index Ventures, talk with Recode's Kara Swisher. In this episode: Volpi and Rimer's backgrounds and the early days of the internet; applying a global perspective to venture capital; being a smaller firm when capital is abundant; why the rise of other regions does not mean Silicon Valley is "over"; open-source culture in Europe; Latin America, Israel, and China; scooters, autonomous driving, and the future of urban mobility; disrupting the beauty and fashion industries; disrupting venture capital itself; over-empowered founders and the WeWork CEO's $700 million cash-out; diversity in tech; techlash and antitrust regulation; and the most overhyped and most underhyped categories in tech. Follow us Kara Swisher (@karaswisher), host Mike Volpi (@mavolpi), guest Danny Rimer (@dannyrimer), guest Erica Anderson (@EricaAmerica), executive producer Eric Johnson (@HeyHeyESJ), producer More to explore If you haven't already, subscribe to Recode Decode Subscribe to Recode's other podcasts: Recode Media, Pivot, and Land of the Giants Watch Kara's 2008 interview with Volpi about his video startup, Joost Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Aug 201953min

Recode Decode: Rep. Ro Khanna

Recode Decode: Rep. Ro Khanna

US Congressman Ro Khanna, who represents California's 17th district, joins Recode's Kara Swisher live onstage at Manny's in San Francisco to talk about the state of tech policy and the next elections. In this episode: Khanna's internet bill of rights; will we ever have a national privacy bill?; the problem with "break them up"; the FTC’s Facebook fine; President Trump's racist attacks on the “squad” and Democrats’ reactions; the current mood in Washington; is Silicon Valley "over?”; Trump’s continued popularity; working on the Bernie Sanders campaign; Khanna’s second choice, Elizabeth Warren; Medicare for All; Russian attacks on elections; ensuring the health of tech; the problems with facial recognition; and government regulation of speech online. Follow us Kara Swisher (@karaswisher), host Ro Khanna (@RepRoKhanna), guest Erica Anderson (@EricaAmerica), executive producer Eric Johnson (@HeyHeyESJ), producer More to explore If you haven't already, subscribe to Recode Decode Subscribe to Recode's other podcasts: Recode Media, Pivot, and Land of the Giants Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Aug 20191h

Recode Decode: Andreessen Horowitz's Scott Kupor

Recode Decode: Andreessen Horowitz's Scott Kupor

Scott Kupor, the managing partner of Andreessen Horowitz, talks with Recode’s Kara Swisher and Teddy Schleifer about his new book, Secrets of Sand Hill Road: Venture Capital and How to Get It. In this episode: How Kupor became a venture capitalist; his role at Andreessen Horowitz; what makes AH different from other venture firms; how other firms have copied it; why Kupor wrote his book; the “secrets” of how VCs think; stories that founders tell employees and investors; working with limited partners; why firms have to give founders so much control; the friction of removing CEOs; diversity in VC; what’s next for venture capital; how Andreessen Horowitz is looking at opportunity zones; and is Silicon Valley “over?” Follow us Kara Swisher (@karaswisher), host Teddy Schleifer (@teddyschleifer), co-host Scott Kupor (@skupor), guest Erica Anderson (@EricaAmerica), executive producer Eric Johnson (@HeyHeyESJ), producer More to explore If you haven't already, subscribe to Recode Decode Subscribe to Recode's other podcasts: Recode Media, Pivot, and Land of the Giants Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Aug 20191h 5min

Recode Decode: Why Silicon Valley loves "biohacking" and intermittent fasting

Recode Decode: Why Silicon Valley loves "biohacking" and intermittent fasting

Inspired by the trendiness of intermittent fasting in the tech community, Kara Swisher's executive producer, Erica Anderson, talks with three eating habit experts — a biohacker, an academic, and an eating disorder specialist. In this episode: HVMN CEO Geoff Woo on the culture of body optimization, the mainstreaming of biohacking, and how humans are "approaching God"; aging and nutrition expert Dr. Valter Longo on the origins of biohacking, the science behind intermittent fasting, and the problem with Silicon Valley's interpretations of the practice; and the executive director of the National Easting Disorder Association, Claire Mysko, on the line between eccentric diets and disorders, the wellness industry, and what to do if someone you know needs help. Follow us Kara Swisher (@karaswisher), host Geoff Woo (@geoffreywoo), guest Claire Mysko (@clairemysko), guest Erica Anderson (@EricaAmerica), executive producer Eric Johnson (@HeyHeyESJ), producer More to explore If you haven't already, subscribe to Recode Decode Subscribe to Recode's other podcasts: Recode Media, Pivot, and Land of the Giants Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Aug 201954min

Recode Decode: Stanford University's Larry Diamond

Recode Decode: Stanford University's Larry Diamond

Larry Diamond, a professor at Stanford University and senior fellow at the Hoover Institution, talks with Recode's Kara Swisher about his new book, Ill Winds: Saving Democracy from Russian Rage, Chinese Ambition, and American Complacency. In this episode: Diamond’s background studying the development and failure of democracies; authoritarian regimes and the internet; why the book is called “Ill Winds”; the right-wing populist backlash across Europe; the deeper frustrations underneath anti-immigration sentiment; why Hillary Clinton lost the electoral college; how Russia, the "fallen superpower," is intervening in elections around the world; Mitch McConnell's obstinacy; "pretty close to treason"; the "risk of sliding into a new Cold War"; why China is the bigger threat in the long term; its tight control of Chinese citizens and companies; how will its rise affect US policy?; how China's people will react when the prosperity stops; declining American investment in R&D; "sleepwalking into the future"; how two-party politics have paralyzed the US; Diamond's proposed solution, ranked-choice voting; the danger of online voting; and the fight against gerrymandering, voter suppression, and polarization. Came here from The Bill Simmons Podcast? We rounded up a few favorite episodes we think fans of The Ringer will enjoy. Take a look! Follow us Kara Swisher (@karaswisher), host Larry Diamond (@LarryDiamond), guest Erica Anderson (@EricaAmerica), executive producer Eric Johnson (@HeyHeyESJ), producer More to explore If you haven't already, subscribe to Recode Decode Subscribe to Recode's other podcasts: Recode Media, Pivot, and Land of the Giants Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Aug 201955min

Recode Decode: Rep. Lauren Underwood

Recode Decode: Rep. Lauren Underwood

Lauren Underwood, the US Congresswoman who represents Illinois' 14th district, talks with Recode's Kara Swisher in this live interview recorded on July 29, 2019 at Manny's in San Francisco. In this episode: Underwood’s background in healthcare and the Obama administration; why she decided to run for Congress at age 30; gerrymandering in Illinois; how Underwood won the Democratic primary; why she beat the incumbent Tea Party Republican, Randy Hultgren; "Pat, Barb, Sue and Marge"; being a congresswoman in a swing district; the Russia investigation and why Underwood has not called for Trump’s impeachment; how will Underwood keep her seat?; “toxic” 2020 presidential candidates; why Democrats need to stop chasing hashtag-friendly labels for their policies; the many interpretations of "Medicare For All”; how to work within a divided Democratic Party; meeting a Twitter troll in real life; can the Democrats keep the House and win the White House?; what should 2020 candidates be talking about?; and racial politics in 2018 and 2020. Came here from Lovett or Leave It? We rounded up a few favorite episodes we think Crooked Media fans will enjoy. Take a look! Follow us Kara Swisher (@karaswisher), host Lauren Underwood (@LaurenUnderwood), guest Erica Anderson (@EricaAmerica), executive producer Eric Johnson (@HeyHeyESJ), producer More to explore If you haven't already, subscribe to Recode Decode Subscribe to Recode's other podcasts: Recode Media, Pivot, and Land of the Giants Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Aug 20191h 3min

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